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Document Mentions (5 shared documents)
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fidential 23 EFTA01397852 reg Martin Fidelity Relationship. The Investment Manager has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity fo
he Securities Act, or any other securities laws. Neither the Access Fund nor the Underlying Fund will be registered as an investment company under the U.S. Investment Company Act of 1940, as amended (the "Investment Company Act"). Consequently, investors will not be afforded the protections of the Investment Company Act. Th
2 mentions1 same-page
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23 EFTA01395810 GLDUS125 Gerald Ford Fidelity Relationship. The Investment Manager has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity fo
he Securities Act, or any other securities laws. Neither the Access Fund nor the Underlying Fund will be registered as an investment company under the U.S. Investment Company Act of 1940, as amended (the "Investment Company Act"). Consequently, investors will not be afforded the protections of the Investment Company Act. Th
2 mentions1 same-page
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374 GLDUS126 Pacific Life Insurance Co Fidelity Relationship. The Investment Manager has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity fo
he Securities Act, or any other securities laws. Neither the Access Fund nor the Underlying Fund will be registered as an investment company under the U.S. Investment Company Act of 1940, as amended (the "Investment Company Act"). Consequently, investors will not be afforded the protections of the Investment Company Act. Th
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EFTA01395346 GLDUS143 Henry Nicholas Fidelity Relationship. The Investment Manager has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity fo
he Securities Act, or any other securities laws. Neither the Access Fund nor the Underlying Fund will be registered as an investment company under the U.S. Investment Company Act of 1940, as amended (the "Investment Company Act"). Consequently, investors will not be afforded the protections of the Investment Company Act. Th
2 mentions1 same-page
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FTA01397047 GLDUS127 Annandale Capital Fidelity Relationship. The Investment Manager has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity fo
he Securities Act, or any other securities laws. Neither the Access Fund nor the Underlying Fund will be registered as an investment company under the U.S. Investment Company Act of 1940, as amended (the "Investment Company Act"). Consequently, investors will not be afforded the protections of the Investment Company Act. Th
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Mutual Connections (82)
Entities connected to both Fidelity Brokerage Services and the U.S. Investment Company Act
iCapital
ORGANIZATION37 w/ Fidelity·5 w/ the
United States
LOCATION5 w/ Fidelity·31 w/ the
Puerto Rico
LOCATION5 w/ Fidelity·31 w/ the
European Union
ORGANIZATION5 w/ Fidelity·31 w/ the
Eric Holder
PERSON5 w/ Fidelity·29 w/ the
Cayman Islands
LOCATION5 w/ Fidelity·25 w/ the
U.S. Investment
ORGANIZATION5 w/ Fidelity·24 w/ the
National Financial Services
ORGANIZATION24 w/ Fidelity·5 w/ the
iCapital Advisors
ORGANIZATION6 w/ Fidelity·23 w/ the
The Confidential Private Placement Memorandum
ORGANIZATION5 w/ Fidelity·23 w/ the
Fidelity
ORGANIZATION23 w/ Fidelity·5 w/ the
Institutional Capital Network, Inc.
ORGANIZATION21 w/ Fidelity·5 w/ the
iCapital Securities
ORGANIZATION21 w/ Fidelity·5 w/ the
New York
LOCATION16 w/ Fidelity·9 w/ the
United Kingdom
LOCATION5 w/ Fidelity·16 w/ the
Cayman
LOCATION5 w/ Fidelity·15 w/ the
Finland
LOCATION5 w/ Fidelity·14 w/ the
Denmark
LOCATION5 w/ Fidelity·13 w/ the
Keogh
ORGANIZATION5 w/ Fidelity·13 w/ the
Luxembourg
LOCATION5 w/ Fidelity·12 w/ the