This document contains a list of clients and their investment management and lending details, including their level of sophistication in capital markets, client type, source of wealth, and industry comments. The document includes options for categorizing clients based on their investment behavior and wealth source.
documents/vol00010-efta01469655-pdf.pdf
{"title":"Client Investment Management and Lending Information","key_people":["Paul Morris"],"document_type":"tabular","document_subtype":"spreadsheet","key_organizations":["Falcon Trail Capital LLC","Tisch Family (TFMG)","Madison Park Capital LLC","TOMS Capital","Thirdlake","Butterfly Trust","General Atlantic Family Office"],"reference_numbers":["EFTA01469655","EFTA01469656","EFTA01469657"]}