The document provides information about a related person, Portfolio Consulting and Advisory Company, LLC, including its legal and primary business name, SEC file number, and various roles it may hold in the financial industry. It also includes questions about control, common control, and custody of client assets, as well as registration with foreign financial regulatory authorities.
doj/DataSet10/EFTA01372431.pdf
{"document_type":"tabular","key_organizations":["Portfolio Consulting and Advisory Company, LLC","CAL II GP, LLC"],"reference_numbers":["DB-SDNY-0066131","SDNY_GM_00212315","EFTA01372431"]}