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Document Mentions (5 shared documents)
2 mentions1 same-page
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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
nced by investors in the Fund. Past performance of the SOF Funds is not a prediction of future performance. Both SOF and SOF D are invested in the DaVinci Portfolio — a well diversified portfolio of 28 private equity funds purchased through an SPV, providing exposure to buyout, special situations, venture capit
2 mentions1 same-page
Page ?Same page
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
nced by investors in the Fund. Past performance of the SOF Funds is not a prediction of future performance. Both SOF and SOF D are invested in the DaVinci Portfolio — a well diversified portfolio of 28 private equity funds purchased through an SPV, providing exposure to buyout, special situations, venture capit
2 mentions1 same-page
Page ?Same page
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
nced by investors in the Fund. Past performance of the SOF Funds is not a prediction of future performance. Both SOF and SOF D are invested in the DaVinci Portfolio — a well diversified portfolio of 28 private equity funds purchased through an SPV, providing exposure to buyout, special situations, venture capit
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2 mentions1 same-page
Page ?Same page
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
nced by investors in the Fund. Past performance of the SOF Funds is not a prediction of future performance. Both SOF and SOF D are invested in the DaVinci Portfolio — a well diversified portfolio of 28 private equity funds purchased through an SPV, providing exposure to buyout, special situations, venture capit
2 mentions1 same-page
Page ?Same page
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
nced by investors in the Fund. Past performance of the SOF Funds is not a prediction of future performance. Both SOF and SOF D are invested in the DaVinci Portfolio — a well diversified portfolio of 28 private equity funds purchased through an SPV, providing exposure to buyout, special situations, venture capit
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Mutual Connections (150)
Entities connected to both Individual Plans and DaVinci Portfolio
Access Fund
ORGANIZATION24 w/ Individual·5 w/ DaVinci
Access Fund Assets
ORGANIZATION24 w/ Individual·5 w/ DaVinci
Keogh
ORGANIZATION24 w/ Individual·5 w/ DaVinci
Glendower
LOCATION5 w/ Individual·16 w/ DaVinci
Internal Rate of Return
ORGANIZATION5 w/ Individual·15 w/ DaVinci
SOF IV
ORGANIZATION5 w/ Individual·8 w/ DaVinci
North America
LOCATION5 w/ Individual·6 w/ DaVinci
Hungary
LOCATION5 w/ Individual·5 w/ DaVinci
Belgium
LOCATION5 w/ Individual·5 w/ DaVinci
Estonia
LOCATION5 w/ Individual·5 w/ DaVinci
Denmark
LOCATION5 w/ Individual·5 w/ DaVinci
Finland
LOCATION5 w/ Individual·5 w/ DaVinci
Pretoria
LOCATION5 w/ Individual·5 w/ DaVinci
George Soros
PERSON5 w/ Individual·5 w/ DaVinci
Michael Douglas
PERSON5 w/ Individual·5 w/ DaVinci
European Union
ORGANIZATION5 w/ Individual·5 w/ DaVinci
Romania
LOCATION5 w/ Individual·5 w/ DaVinci
Lithuania
LOCATION5 w/ Individual·5 w/ DaVinci
Cyprus
LOCATION5 w/ Individual·5 w/ DaVinci
Elena
PERSON5 w/ Individual·5 w/ DaVinci