This document is a KPI report for client-level financial performance, specifically for Paul Morris, covering December 2015 and year-to-date comparisons with 2014. It includes various financial metrics such as revenue growth, net new assets, and changes in financial positions for different entities and funds.
documents/vol00010-efta01477103-pdf.pdf
{"title":"KPI Report (Client-Level) - 1.CRM: Paul Morris","key_people":["Paul Morris","Dominique Leimer","Fareed A. Asadi","Christopher Boies","Leon D. Black","Howard Ellin","Jeffrey Epstein"],"document_date":"December 2015","document_type":"tabular","document_subtype":"KPI Report","key_organizations":["Deutsche Bank","Black Pearl Global Opportunity Fund","Summit Equities LLC","Diamond B Capital, Inc.","Elysium Management","General Atlantic Family Office","Madison Park Capital, LLC","Falcon Trail Capital, LLC","Southern Financial","Butterfly Trust","Indyke PLLC","Gratitude America","Hyperion Air","J. Epstein Virgin Islands Foundation","Jege Inc","Jege LLC","JSC Interiors","LSJE, LLC","Mort, Inc","Neptune LLC","New York Strategy Group LLC","Plan D LLC","Southern Financial LLC","Southern Trust Company Inc.","The 2007 Jeffrey E. Epstein Insurance Trust","The Haze Trust","Third Lake Capital","CRW 2007 LLC","CRW 2009 LLC","GEW 2007 LLC","GEW 2009 LLC","Kati Forsythe 2014 Grat","KWF 2007 LLC","Shari Wagner 2014 Grat","SSW 2007 LLC","Todd R. Wanek","Wanek Trust of 2000"]}