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Document Mentions (5 shared documents)
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fund sponsors (each such co-investment, a "Single Asset Deal"). SOF IV will be the fourth dedicated secondary fund led by Carlo Pirzio- Biroli and Charles Smith (the "Managing Partners") and invested by Glendower Capital's team of investment professionals. As described in "History" (immediately below), thi
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
2 mentions1 same-page
Page ?Same page
fund sponsors (each such co-investment, a "Single Asset Deal"). SOF IV will be the fourth dedicated secondary fund led by Carlo Pirzio- Biroli and Charles Smith (the "Managing Partners") and invested by Glendower Capital's team of investment professionals. As described in "History" (immediately below), thi
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
2 mentions1 same-page
Page ?Same page
fund sponsors (each such co-investment, a "Single Asset Deal"). SOF IV will be the fourth dedicated secondary fund led by Carlo Pirzio- Biroli and Charles Smith (the "Managing Partners") and invested by Glendower Capital's team of investment professionals. As described in "History" (immediately below), thi
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
Sponsored
2 mentions1 same-page
Page ?Same page
fund sponsors (each such co-investment, a "Single Asset Deal"). SOF IV will be the fourth dedicated secondary fund led by Carlo Pirzio- Biroli and Charles Smith (the "Managing Partners") and invested by Glendower Capital's team of investment professionals. As described in "History" (immediately below), thi
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
2 mentions1 same-page
Page ?Same page
fund sponsors (each such co-investment, a "Single Asset Deal"). SOF IV will be the fourth dedicated secondary fund led by Carlo Pirzio- Biroli and Charles Smith (the "Managing Partners") and invested by Glendower Capital's team of investment professionals. As described in "History" (immediately below), thi
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
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Mutual Connections (151)
Entities connected to both Charles Smith and Individual Plans
Prince Charles
PERSON215 w/ Charles·5 w/ Individual
Glendower
LOCATION147 w/ Charles·5 w/ Individual
Deutsche Bank
ORGANIZATION133 w/ Charles·5 w/ Individual
AG
Adam Graev
PERSON126 w/ Charles·5 w/ Individual
CC
Chi Cheung
PERSON118 w/ Charles·5 w/ Individual
Glendower Capital
ORGANIZATION95 w/ Charles·5 w/ Individual
DD
Deirdre Davies
PERSON88 w/ Charles·5 w/ Individual
General Electric
ORGANIZATION60 w/ Charles·5 w/ Individual
EO
Emilio Olmos
PERSON58 w/ Charles·5 w/ Individual
SOF IV
ORGANIZATION56 w/ Charles·5 w/ Individual
J. Robert Oppenheimer
PERSON47 w/ Charles·5 w/ Individual
Glendower Capital SOF IV
ORGANIZATION40 w/ Charles·5 w/ Individual
Access Fund
ORGANIZATION13 w/ Charles·24 w/ Individual
Credit Suisse
ORGANIZATION32 w/ Charles·5 w/ Individual
the Glendower SOF Team's
ORGANIZATION31 w/ Charles·5 w/ Individual
United States
LOCATION29 w/ Charles·5 w/ Individual
SOF Team
ORGANIZATION28 w/ Charles·5 w/ Individual
George Soros
PERSON28 w/ Charles·5 w/ Individual
LS
Louise Schoeman
PERSON27 w/ Charles·5 w/ Individual
KW
Katherine Weaver
PERSON27 w/ Charles·5 w/ Individual