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Document Mentions (5 shared documents)
2 mentions1 same-page
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age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
d group liability purposes as engaging in a "trade or business" (the "2013 Sun Capital Case"). Further, in March 2016, the U.S. District Court for the District of Massachusetts held that affiliated private equity funds investing in the same portfolio company may form a "partnership-in- fact." The District Court found that
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
d group liability purposes as engaging in a "trade or business" (the "2013 Sun Capital Case"). Further, in March 2016, the U.S. District Court for the District of Massachusetts held that affiliated private equity funds investing in the same portfolio company may form a "partnership-in- fact." The District Court found that
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
d group liability purposes as engaging in a "trade or business" (the "2013 Sun Capital Case"). Further, in March 2016, the U.S. District Court for the District of Massachusetts held that affiliated private equity funds investing in the same portfolio company may form a "partnership-in- fact." The District Court found that
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2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
d group liability purposes as engaging in a "trade or business" (the "2013 Sun Capital Case"). Further, in March 2016, the U.S. District Court for the District of Massachusetts held that affiliated private equity funds investing in the same portfolio company may form a "partnership-in- fact." The District Court found that
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
d group liability purposes as engaging in a "trade or business" (the "2013 Sun Capital Case"). Further, in March 2016, the U.S. District Court for the District of Massachusetts held that affiliated private equity funds investing in the same portfolio company may form a "partnership-in- fact." The District Court found that
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Mutual Connections (113)
Entities connected to both Fidelity and the District of Massachusetts
Jeffrey Epstein
PERSON130 w/ Fidelity·18 w/ the
Marc Rich
PERSON107 w/ Fidelity·9 w/ the
MW
Martin Weinberg
PERSON103 w/ Fidelity·9 w/ the
Liechtenstein
LOCATION106 w/ Fidelity·5 w/ the
Colorado
LOCATION102 w/ Fidelity·7 w/ the
LB
Leon Black
PERSON105 w/ Fidelity·4 w/ the
Donald Trump
PERSON107 w/ Fidelity·2 w/ the
Michael Milken
PERSON102 w/ Fidelity·5 w/ the
Alexander Acosta
PERSON102 w/ Fidelity·2 w/ the
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ the
iCapital
ORGANIZATION47 w/ Fidelity·5 w/ the
George W. Bush
PERSON48 w/ Fidelity·3 w/ the
Institutional Capital Network, Inc.
ORGANIZATION42 w/ Fidelity·5 w/ the
United States District Court
ORGANIZATION9 w/ Fidelity·30 w/ the
Access Fund
ORGANIZATION16 w/ Fidelity·18 w/ the
Investment Concentration
ORGANIZATION5 w/ Fidelity·23 w/ the
Glendower
LOCATION5 w/ Fidelity·23 w/ the
the First Circuit
ORGANIZATION5 w/ Fidelity·23 w/ the
Fidelity Brokerage Services
ORGANIZATION23 w/ Fidelity·5 w/ the
United States
LOCATION10 w/ Fidelity·13 w/ the