General Partner
PersonRelationship Network
Event Timeline
| Connected Entity | Relationship Type |
Strength
(mentions)
|
Documents | Actions |
|---|---|---|---|---|
|
organization
KUE
|
Business associate |
10
Very Strong
|
5 | |
|
organization
KUE
|
Management |
10
Very Strong
|
4 | |
|
organization
OUP
|
Family |
7
|
1 | |
|
organization
The Fund
|
Management |
7
|
2 | |
|
organization
NLV-III
|
Management contribution |
6
|
1 | |
|
person
local and regional investors
|
Regulatory approval |
6
|
1 | |
|
person
investor
|
Governance control |
5
|
1 | |
|
organization
KUE
|
Management control |
5
|
1 | |
|
person
MOF VI Limited Partnership (Seller)
|
Management authority |
5
|
1 | |
|
organization
KUE
|
Corporate structure |
5
|
1 | |
|
person
Common Limited Partners
|
Legal representative |
5
|
1 | |
|
person
investor
|
Governance investment |
5
|
1 | |
|
person
Common Limited Partners
|
Financial |
5
|
1 | |
|
organization
KUE
|
Corporate management |
5
|
1 | |
|
person
investor
|
Shareholder governance |
5
|
1 | |
|
person
local and regional investors
|
Governance |
5
|
1 | |
|
location
Cayman Islands
|
Unknown |
5
|
1 | |
|
person
Advisory Board
|
Oversight |
5
|
1 | |
|
person
Advisory Board
|
Advisory |
5
|
1 | |
|
person
MOF VI Limited Partnership (Seller)
|
Fiduciary contractual |
5
|
1 | |
|
organization
MOF VI Limited Partnership
|
Business associate |
5
|
1 |
| Date | Event Type | Description | Location | Actions |
|---|---|---|---|---|
| N/A | N/A | Closing of the offering | Unspecified | View |
| N/A | N/A | End of primary illiquidity period; Board must determine whether to pursue a sale or Initial Listing. | N/A | View |
| N/A | N/A | Initial Closing | Not specified | View |
| N/A | N/A | First closing of the offering | N/A | View |
| 2025-11-12 | N/A | Final Closing Date | Not specified | View |
HOUSE_OVERSIGHT_024493.jpg
This document is page 60 of a larger file (identified by Bates stamp HOUSE_OVERSIGHT_024493) outlining the 'Distribution Policy' for an organization. It states that the entity intends to retain earnings for growth and debt service rather than issuing distributions, subject to the discretion of the General Partner and specific financial restrictions placed on an entity named KLC, which affects KUE's ability to distribute to partners.
HOUSE_OVERSIGHT_024487.jpg
This document appears to be page 54 of a legal offering memorandum or financial disclosure for an entity named 'KUE'. It details complex tax risks for investors, specifically regarding U.S. tax liabilities for foreign investors, Controlled Foreign Corporations (CFCs), and anti-inversion legislation. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it is part of a congressional investigation.
HOUSE_OVERSIGHT_024578.jpg
This document appears to be page 145 of a legal or financial offering memorandum concerning an entity named 'KUE'. It details the tax filing requirements for U.S. investors (Limited Partners), specifically referencing IRS Forms 8865 and 5471 regarding foreign investments. The page concludes with a standard legal disclaimer advising investors to consult their own tax advisors.
HOUSE_OVERSIGHT_024563.jpg
This document is a page from a legal agreement detailing the dissolution and liquidation process for an entity named KUE. It outlines the triggers for dissolution (agreement of General/Limited Partners, sale of assets, or law) and specifies that the General Partner is responsible for winding up affairs, paying creditors, and distributing net proceeds to Partners. It explicitly states that property will not be distributed in kind unless agreed to by the General Partner.
HOUSE_OVERSIGHT_024561.jpg
This document is page 128 of a Limited Partnership Agreement for an entity named 'KUE'. It outlines legal provisions for Indemnification (14.24), Amendment of the Agreement (14.25), and Confidentiality (14.26). It details the powers of the General Partner to amend the agreement without Limited Partner consent under specific conditions (such as tax compliance or regulatory avoidance under ERISA/Investment Company Act) and establishes strict confidentiality obligations for investors.
HOUSE_OVERSIGHT_024560.jpg
This document (page 127 of a House Oversight production) is a section of a Limited Partnership Agreement or Private Placement Memorandum for KUE LLC. It details corporate governance mechanisms including 'Drag-Along Rights' forcing investors to sell under certain conditions, provisions for listing investor units on securities exchanges (requiring a $100 million holding threshold), future capital raising rights, and strict requirements for periodic financial reporting and record-keeping. The document references the 'ELP Law' and outlines the duties of the General Partner.
HOUSE_OVERSIGHT_024558.jpg
This document is page 125 of a legal agreement (likely a partnership agreement) outlining investment restrictions and transferability rules for an entity named KUE (likely Knowledge Universe Education). It mandates that KUE be the exclusive vehicle for the 'Principals' to invest in pre-K through 12th-grade education companies, with specific exceptions for LeapFrog Enterprises, Nobel Learning Communities, and K12 Inc. It also details strict restrictions on the transfer of investor units, requiring General Partner approval.
HOUSE_OVERSIGHT_024555.jpg
This document is page 122 of a legal agreement, likely a Limited Partnership Agreement, governing an entity identified as 'KUE'. It details the complex priority structures for allocating losses and distributing profits among General Partners, Common Limited Partners, and Profits Participation Limited Partners. It specifically outlines the General Partner's authority to override standard distribution provisions to achieve a specific economic arrangement and establishes rules for 'Tax Distributions' to occur on or before April 1st annually.
HOUSE_OVERSIGHT_024554.jpg
This is page 121 of a legal document, specifically a Limited Partnership Agreement for an entity named 'KUE'. It details complex financial formulas for the allocation of profits, income, and losses among General Partners, Common Limited Partners, and Profits Participation Limited Partners. It also outlines the voting structure rights, specifically mentioning 'KUE LLC' receiving high-vote securities.
HOUSE_OVERSIGHT_024553.jpg
This document is page 120 of a legal agreement (stamped HOUSE_OVERSIGHT_024553) detailing the financial distribution waterfall for a partnership entity referred to as 'KUE'. It defines the priority of payments to the General Partner, Common Limited Partners, and Profits Participation Limited Partners, establishing an 8% per annum 'Preferred Return'. It also references 'KULG LLC-1' as an entity responsible for allocating profit participation units to employees and agents.
HOUSE_OVERSIGHT_024552.jpg
This document is page 119 of a legal agreement (likely a Partnership Agreement) for an entity named 'KUE' (likely KUE Capital). It details the governance requirements for 'Independent Directors' based on NYSE rules, outlines the process for an 'Initial Listing' (IPO) requiring at least $200 million in proceeds, and defines the powers of the General Partner to restructure the company for such a listing. It also specifies the conditions for the mandatory conversion of Class B shares based on the Principals' economic interest dropping below 15%.
HOUSE_OVERSIGHT_024061.jpg
This page is from a confidential legal document (likely a Private Placement Memorandum or Limited Partnership Agreement) describing the fee structure for an investment fund managed by New Leaf Venture Partners, L.L.C. It details a 2.5% annual management fee that decreases over time and explains how other fees collected from portfolio companies (break-up fees, monitoring fees, etc.) are used to offset the management fee. The document bears a House Oversight control number.
HOUSE_OVERSIGHT_024060.jpg
This document appears to be page 49 of a confidential legal agreement governing an investment fund, bearing a House Oversight Bates stamp. It details the financial mechanics of the fund, including a standard '2 and 20' style structure where the General Partner receives 20% of profits after investors (Partners) recoup their initial capital. It also outlines 'clawback' provisions ensuring the General Partner returns excess profits if final calculations show they were overpaid relative to the fund's total performance.
HOUSE_OVERSIGHT_024059.jpg
This document page (48) outlines specific investment restrictions for a 'Fund,' including prohibitions on uncovered options and limitations on investing in other pooled vehicles without fee adjustments. It also defines the structure and duties of an 'Advisory Board,' which is composed of Limited Partner associates selected by the General Partner to handle conflicts of interest and valuation reviews. The document bears a House Oversight Committee stamp.
HOUSE_OVERSIGHT_024058.jpg
This document appears to be page 47 of a confidential legal agreement (likely a Private Placement Memorandum or Limited Partnership Agreement) produced for the House Oversight Committee. It outlines specific terms for an investment fund, including the General Partner's required financial commitment (1.5%), the 10-year term duration, drawdown notice periods, and strict investment limitations regarding diversification and foreign investments (US/Canada focus). It references an 'Advisory Board' that holds approval power over term extensions and exceptions to investment restrictions.
HOUSE_OVERSIGHT_024110.jpg
This document is a glossary or appendix (page 99) from a confidential House Oversight financial report defining accounting terms H through N. It details calculation methods for financial metrics such as Paid-in Capital, Realized Cost/Value, and Unrealized Value, specifically referencing funds 'NLV-I' and 'NLV-II' and the role of the General Partner in determining fair value.
HOUSE_OVERSIGHT_024097.jpg
This document is page 86 of a confidential legal document, likely a Private Placement Memorandum, stamped with 'HOUSE_OVERSIGHT_024097'. It details compliance matters, specifically stating that the Management Company and General Partner are not registered under the Investment Advisers Act of 1940. It outlines strict Anti-Money Laundering (AML) requirements, including verifying investor identities and ensuring funds are not derived from illegal activities or associated with OFAC-sanctioned entities. It also briefly introduces 'Pay-to-Play' laws in the context of recent scandals involving money managers.
HOUSE_OVERSIGHT_024096.jpg
This is page 85 of a confidential Private Placement Memorandum (PPM) obtained by the House Oversight Committee (Bates stamp HOUSE_OVERSIGHT_024096). It details legal and regulatory considerations for an unnamed 'Fund,' specifically focusing on exemptions from the Securities Act of 1933 and the Investment Company Act of 1940. Crucially, it discloses that the General Partner is not registered as a broker-dealer with the NASD or under the Exchange Act.
HOUSE_OVERSIGHT_024095.jpg
This document page (labeled confidential, page 84) outlines the regulatory compliance framework for 'the Fund' regarding ERISA (Employee Retirement Income Security Act). It details the General Partner's authority to restrict 'benefit plan investors' to avoid the Fund's assets being classified as 'plan assets,' and advises prospective investors, including governmental and church plans, to consult legal counsel regarding liability and reporting requirements (specifically IRS Form 5500). The document bears a House Oversight Committee Bates stamp.
HOUSE_OVERSIGHT_024094.jpg
This document appears to be page 83 of a confidential legal or financial memorandum (likely an offering document) related to a specific investment fund. It details the regulatory compliance strategies regarding ERISA (Employee Retirement Income Security Act), specifically explaining how the Fund intends to qualify as a 'Venture Capital Operating Company' (VCOC) or limit 'benefit plan investor' participation to stay under the 25% threshold, thereby avoiding the classification of its assets as 'plan assets.' The document bears a House Oversight Bates stamp, indicating it was obtained during a congressional investigation.
HOUSE_OVERSIGHT_024092.jpg
This document is page 81 of a confidential legal document, likely a Private Placement Memorandum (PPM) for an investment fund. It details tax consequences for investors, specifically focusing on currency conversion issues for Non-U.S. Partners, withholding taxes (FATCA) on foreign entities, and state/local tax liabilities. The document bears a 'HOUSE_OVERSIGHT' stamp, indicating it was part of a congressional investigation.
HOUSE_OVERSIGHT_024090.jpg
This document is page 79 of a confidential legal memorandum, likely a Private Placement Memorandum (PPM) for an investment fund. It details U.S. tax reporting requirements for U.S. partners owning non-U.S. entities and outlines the 'General Partner's' obligation to structure the fund's activities to avoid being classified as a U.S. trade or business, thereby limiting tax liabilities for non-U.S. partners. The document bears a House Oversight Committee stamp, indicating it is part of a congressional investigation.
HOUSE_OVERSIGHT_024086.jpg
This document is page 75 of a confidential offering memorandum or partnership agreement, marked with a House Oversight control number. It details the tax implications for both tax-exempt and taxable U.S. partners in an investment fund, specifically addressing Unrelated Business Taxable Income (UBTI), limitations on deductions (Section 67 and 68 of the Code), and the 3.8% surtax on unearned income (Section 1411). It outlines the obligations of the General Partner to mitigate tax liabilities for investors.
HOUSE_OVERSIGHT_024082.jpg
This is page 71 of a confidential financial memorandum (Control Number 257), likely a Private Placement Memorandum for an investment fund. It details regulatory compliance strategies following the Dodd-Frank Act of 2011, specifically noting that the General Partner and Management Company intend to rely on the 'venture capital fund exemption' to avoid registering as investment advisers with the SEC. It also includes standard legal disclaimers regarding 'forward-looking statements,' warning investors that projections are not guarantees of future performance. The document bears a House Oversight Committee Bates stamp, indicating it was part of a congressional investigation.
HOUSE_OVERSIGHT_024081.jpg
This document appears to be page 70 of a confidential Private Placement Memorandum or Offering Memorandum for an investment fund. It outlines specific risk factors including tax implications, withholding taxes, the handling of confidential information, the authorization of side letters/written agreements, and market volatility following the 2008 financial crisis. The document bears a House Oversight Bates stamp, indicating it was part of a document production for a congressional investigation.
| Date | Type | From | To | Amount | Description | Actions |
|---|---|---|---|---|---|---|
| N/A | Paid | General Partner | The Fund | $0.00 | Commitment of at least 1.5% of aggregate Commit... | View |
Notice of Amendments
The General Partner shall provide prompt written notice of any such amendments to the Limited Partners.
Periodic or Financial Reports
Reports may be withheld if confidentiality obligations are violated.
Key Person Event
Notification if fewer than three Principals satisfy obligations.
Termination of Investment Period
Notice of termination of investment period.
Investment Inquiries
Invitation to ask questions and obtain additional information concerning the Limited Partner Interests.
Financial Statements and Tax Information
Audited annual financial statements, unaudited quarterly statements, annual tax information, and descriptive portfolio information.
Notice of Amendments
The General Partner shall provide prompt written notice of any such amendments to the Limited Partners.
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