Back to People & Entities
Concentrated S Other Equity
Organization
2
Total Mentions
2
Documents
19
Connected Entities
Organization referenced in documents
Document Mentions (2)
EFTA01661868.pdf (pages 5701-5800)
1 mentionEFTA01661868_part_58
y US Small Mid Cap Equtry US Large Cap Equay Preferred Sfoelie Market Value 702,849.78 Tax Cost 764,967.39 Unrealized Gain/Loss (62,117.61) Concentrated S Other Equity Estimated Annual Income 45,693.48 Equity as a percentage of your portfolio 10 Accrued Dividends 4,849.00 Yield 6.48% Equity Detail Adjusted T
EFTA01661868.pdf (pages 6301-6400)
1 mentionEFTA01661868_part_64
8 Other Equity 215,609.00 166353.00 (49,256.00) 3% NomUS Equity Total Value $969,621.57 $986,618.54 $16,996.97 21% US Small NW Cap Equity Concentrated S Other Equity Market Value/Cost Current Period Value Market Value 986,618.54 Tax Cost 944,362.24 US Large Cap Equity Unrealized Gain loss 42,256.30 Esti
Sponsored
Connected Entities(19)
Ghislaine Maxwell
PersonBritish socialite and sex trafficker, daughter of Robert Maxwell, accomplice of Jeffrey Epstein
2 docs2 co-mentions
JPMorgan Chase
OrganizationAmerican multinational banking and financial services holding company
2 docs2 co-mentions
Morgan Stanley
OrganizationCapital of the Falkland Islands
2 docs2 co-mentions
Newark
LocationCity in Essex County, and largest city in New Jersey, United States
2 docs2 co-mentions
the Internal Revenue Service
OrganizationInternal Revenue Service (IRS), US government agency responsible for tax collection and enforcement
2 docs2 co-mentions
Nassau
LocationCapital and largest city of the Bahamas
2 docs2 co-mentions
JB
Jason Bell
PersonPerson referenced in documents
2 docs2 co-mentions
JPM NY
OrganizationOrganization referenced in documents
2 docs2 co-mentions
the Securities Investor Protection Corp ('
OrganizationOrganization referenced in documents
2 docs2 co-mentions
INTER AMERICAN DEVELOPMENT
OrganizationInter-American Development Bank
2 docs2 co-mentions
TEXAS INDEPENDENT SCHOOL
OrganizationIndependent school district in Texas
2 docs2 co-mentions
NOK LONDON TIME
OrganizationOrganization referenced in documents
2 docs2 co-mentions
The Confidential Private Placement Memorandum
OrganizationOrganization referenced in documents
2 docs2 co-mentions
JPMorgan Fund
OrganizationJPMorgan investment fund
2 docs2 co-mentions
CITIGROUP CAPITAL XIII
OrganizationCitigroup capital trust entity
2 docs2 co-mentions
Global Access Portfolios
OrganizationInvestment portfolio product
2 docs2 co-mentions
CFC PB
OrganizationOrganization referenced in documents
2 docs2 co-mentions
J.P.Morgan Securities LLC
OrganizationJ.P. Morgan Securities LLC
2 docs2 co-mentions
the 'Net Asset Value'
OrganizationOrganization referenced in documents
2 docs2 co-mentions