This document provides a detailed financial profile of Southern Financial LLC, associated with Jeffrey Epstein. It includes investment themes, client details, financial metrics, and opportunities for Deutsche Bank Wealth Management. Key financial figures include an estimated net worth and liquid assets of €909 million, and revenue and asset under management (AuM) figures for 2015 and 2016. The document outlines opportunities for incremental revenue and assets under management through ISG and KCP initiatives.
doj/DataSet10/EFTA01418540.pdf
{"title":"Southern Financial Client Profile","key_people":["Jeffrey Epstein","Stew Oldfield","Paul Morris"],"document_date":"2016","document_type":"tabular","key_locations":["New York"],"document_subtype":"Client Financial Summary","key_organizations":["Southern Financial LLC","Deutsche Bank Wealth Management"]}