The document contains a table of client and prospect information, including contact details, investment interests, and communication history. It includes names, addresses, emails, and notes on investment preferences and past interactions.
documents/vol00010-efta01437665-pdf.pdf
{"key_people":["Eric Schmidt","Adam Kimmel","Lisa Adreinne Cannella","Andrew Farkas","Annette Franqui","Alex Green","Ajay Bhalla","Avi Kestenbaum","Alan Kufeld","Alvin Murstein","Anup Patel","Anthony Persico","Arun Alagappan","Andy Augenblick","Dill Ayres","Andrew Zaro","William Berkman","Barry Bloom","Brad Briner","Bryan R. Lawrence","Bryce Markus","Cary Brody","Caroline Conegliano","Charles Britton","Christopher Goldberg","Cliff Illig","Colby Rollins","Curtis Conway","David Manlowe","David Angstreich","David Halliwill","David Cooper","Deepak Raj","Divesh Makan","Don Glickman","Dorrance Family","Douglas Dorrance","Duncan Investments","Edge","Erik Moody","Eran Schreiber","EverWatch Financial","Falk, Charles","Forrestal Capital","Gary Moriwaki","Gene Lynch","George Petrides","Glenmede","Gregory Attorri","Guilford Company","Haresh Tharani","Harry Beller","Heidi Holterbosch","Highlander Partners","Hillspire","Iconiq Capital","Inder Sodhi","Infinity Q","Ironsides AM","Jain, Neil","Jamie Smith","Jason Keiser","Jeff Kirwood","Jeffrey Coopersmith","John Barber","John Fitzgibbons","John Lummis","Jonathan Crystal","Jonathan Fischer","Joseph Monaco","Judy Kelly","Julie Richardson","Karl Schreiber","Kelly Masuda","Ken Jones","Kevin Ryan","Kirsten Dzialga","Kristin","Lara Brody","Larry Visoski","Lindemann Family","Lisa Adreinne Cannella","Lloyd Zuckerberg","Lonnie Fine","Louis Cailoa","Lou Cortese","Louise Ranieri","M20 Inc","Makena Capital Management","Mariner Capital","Mark Kristoff","Martin Klein","Matt Ireland","Matt Serra","Michael Cline","Michael Jesselson","Milton Cooper","Mitchell Barry","Moriwaki, Gary","Murstein, Alvin","Murstein, Andrew","Neil Blechman","Nicholas","Orix","Pamela Ehrenkranz","Parami","Paul Contacts","Peter Gaslow","Peter Greatrex","Peter Leidel","Phillip Shefter","Philippe Laffont","Richard Caruso","Richard Leeds","Richard Merage","Rich Gold","Rich Joslin","Robert Haier","Robert Larocca","Robert Hull","Roger Bulloch","Ross Blechman","Russell Artzt","Russell Blank","Sandy Pensler","Schmidt, Eric","Schaefer, Marla","Seelig, Mark","Simon Rose","SK Family Office","Slome, Ian","Snyder, Daniel","Sonen Capital","Spruce Private Investors LLC","Stanley Bould","Stefan Thomson","Steve Brandis","Steven Blicht","Stiritz, William","Tharani, Haresh","Thomas Archer","Thomas Danziger","Thomas Murray","Todd Angkatavanich","Todd Meister","Todd Whiteneck","True North Advisors","Tyler Webb","United Company","Willett Advisors","William Berkman","William Keenan","William McBride","William Stiritz","Winston Advisors","Yorktown Partners, LLC","Yosi Amster","Zubillaga, Alex"],"document_type":"tabular","key_locations":["Menlo Park, CA","New York, NY","Miami, FL","Dallas, TX","Atlanta, GA","Greenwich, CT","Philadelphia, PA","Los Angeles, CA","San Francisco, CA","Houston, TX","Burbank, CA","Potomac, MD","Princeton, NJ","Stamford, CT","Toronto, ON, Canada","Bristol, VA","Villanova, PA","Leawood, KS","Rocky Mount, NC","Wilton, CT","Richmond, VA","Las Vegas, NV","Denver, CO","Grand Cayman, Cayman Islands"],"key_organizations":["Hillspire LLC","Forrestal Capital","SK Family Office","Ironsides AM","ICONIQ Capital LLC","Annandale Capital","Anschutz","Arcus","BBR Partners","Bluestem LLC","Bright Group","Caruso Affiliated","CFM","Cox Partners","Dock Street","Dorrance Family","Duncan Investments","Edge","EverWatch Financial","Ford","Glenmede","Granite Group","Guilford Company","Highlander Partners","Iconiq Capital","Infinity Q","Ironsides AM","JL Squared Group","Lindemann Family","M20 Inc","Makena Capital Management","Mariner Capital","Orix","Parami","Sonen Capital","Spruce Private Investors LLC","Stiritz","True North Advisors","United Company","Willett Advisors","Yorktown Partners, LLC"]}