The document outlines the terms of a Partnership Agreement involving BBR Partners and iCapital Securities, LLC. It specifies the responsibilities and liabilities of the General Partner and the Investor, emphasizing that the General Partner has the discretion to make investment decisions. The document clarifies that neither the General Partner nor iCapital provides investment advice in a fiduciary capacity unless agreed in writing. It also highlights the Investor's responsibility to exercise independent judgment and consult their own advisers. The document stresses the importance of understanding the Partnership's objectives, risks, and conflicts of interest.
doj/DataSet10/EFTA01391491.pdf
{"key_people":["General Partner","Investor Fiduciary"],"document_type":"legal","document_subtype":"Partnership Agreement","key_organizations":["BBR Partners","iCapital Securities, LLC"],"reference_numbers":["DB-SDNY-0096427","SDNY_GM_00242611","EFTA01391491"]}