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, emphasizing that they do not provide investment advice. The Investor Fiduciary is responsible for independent judgment regarding investment decisions. The document also highlights the importance of understanding the Partnership's governing documents, investment objectives, and potential conflicts of interest.
doj/DataSet10/EFTA01386710.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-0088521","SDNY_GM_00234705","EFTA01386710"]}