The document outlines the terms of a Partnership Agreement involving Southern Financial LLC and an Investor. It specifies the roles and responsibilities of the General Partner and iCapital Securities, LLC, including investment decision-making and fiduciary duties. The Investor is responsible for independent judgment and understanding the risks and conflicts of interest associated with the investment. The document emphasizes that neither the General Partner nor iCapital provides investment advice in a fiduciary capacity unless agreed in writing.
documents/vol00010-efta01364882-pdf.pdf
{"key_people":["General Partner","Investor Fiduciary"],"document_type":"legal","document_subtype":"Partnership Agreement","key_organizations":["Southern Financial LLC","iCapital Securities, LLC"],"reference_numbers":["DB-SDNY-0055431","SDNY_GM_00201615","EFTA01364882"]}