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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
o controlled group liability if the funds together held 80% or more of the portfolio company in question (together with the 2013 Sun Capital Case, the "Sun Capital Cases"). Although the extent of the impact of the holdings in the Sun Capital Cases is unclear, the possibility of trade or business characterization re
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
o controlled group liability if the funds together held 80% or more of the portfolio company in question (together with the 2013 Sun Capital Case, the "Sun Capital Cases"). Although the extent of the impact of the holdings in the Sun Capital Cases is unclear, the possibility of trade or business characterization re
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
o controlled group liability if the funds together held 80% or more of the portfolio company in question (together with the 2013 Sun Capital Case, the "Sun Capital Cases"). Although the extent of the impact of the holdings in the Sun Capital Cases is unclear, the possibility of trade or business characterization re
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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
o controlled group liability if the funds together held 80% or more of the portfolio company in question (together with the 2013 Sun Capital Case, the "Sun Capital Cases"). Although the extent of the impact of the holdings in the Sun Capital Cases is unclear, the possibility of trade or business characterization re
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
o controlled group liability if the funds together held 80% or more of the portfolio company in question (together with the 2013 Sun Capital Case, the "Sun Capital Cases"). Although the extent of the impact of the holdings in the Sun Capital Cases is unclear, the possibility of trade or business characterization re
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Mutual Connections (77)
Entities connected to both Fidelity and the "Sun Capital Cases
Liechtenstein
LOCATION106 w/ Fidelity·5 w/ the
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ the
iCapital
ORGANIZATION47 w/ Fidelity·5 w/ the
Institutional Capital Network, Inc.
ORGANIZATION42 w/ Fidelity·5 w/ the
Fidelity Brokerage Services
ORGANIZATION23 w/ Fidelity·5 w/ the
United Kingdom
LOCATION10 w/ Fidelity·5 w/ the
United States
LOCATION10 w/ Fidelity·5 w/ the
Puerto Rico
LOCATION10 w/ Fidelity·5 w/ the
United States District Court
ORGANIZATION9 w/ Fidelity·5 w/ the
Eric Holder
PERSON8 w/ Fidelity·5 w/ the
Denmark
LOCATION8 w/ Fidelity·5 w/ the
U.S. Virgin Islands
LOCATION8 w/ Fidelity·5 w/ the
Finland
LOCATION7 w/ Fidelity·5 w/ the
iCapital Advisors
ORGANIZATION6 w/ Fidelity·5 w/ the
Estonia
LOCATION6 w/ Fidelity·5 w/ the
Cleary Gottlieb
ORGANIZATION6 w/ Fidelity·5 w/ the
European Union
ORGANIZATION6 w/ Fidelity·5 w/ the
Marla Maples
PERSON6 w/ Fidelity·5 w/ the
Slovakia
LOCATION6 w/ Fidelity·5 w/ the
Keogh
ORGANIZATION5 w/ Fidelity·5 w/ the