The document contains financial data related to various brokerage and lending opportunities, including customer names, close dates, product names, actual assets, and revenue details. It includes information on structured lending, private wealth management, and brokerage commissions, with key individuals like Paul Morris and Stewart Oldfield involved in the transactions.
documents/vol00010-efta01475372-pdf.pdf
{"key_people":["Paul Morris","Stewart Oldfield"],"document_type":"tabular","key_organizations":["Southern Financial LLC","Aspen Grove Capital, LLC","Benefit Street Partners","Black, Leon D.","Blue Mountain Capital Management, LLC","Bommer, Scott","Cavalry Portfolio Services, LLC","Chammah, Ezra","Cross, Lisa","Cummings, Ian","Deerpath Capital Management","DF Enterprises","Elysium Management","Ergen, Charles","Estate of Gerard Basquiat","EverWatch Financial","Falcon Trail Capital, LLC","Fitzgibbons, John","Gaslow, Lawrence","Gaslow, Peter","General Atlantic Family Office","Gerschel, Patrick","Gottesman, Noam","Gratitude America"],"reference_numbers":["EFTA01475372","EFTA01475373","EFTA01475374","EFTA01475375","EFTA01475376","EFTA01475377","EFTA01475378","EFTA01475379","EFTA01475380","EFTA01475381","EFTA01475382"]}