Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / ppm-summary-risk-assessment.docx
ppm-summary-risk-assessment.docx
Parties
HARKNESS LLP
M. Whitfield
Briarwood Family Office LLC
Meridian Peak Capital Advisors LLC
Hewitt LLP
Capital Partners GP IV LLC
Beacon Statutory Services LLC
Granite Ledger Fund Services LLC
Dates
February 2, 2024
December 15, 2023
January 8, 2024
December 20, 2023
January 26, 2024
December 31, 2023
October 31, 2024
October 31, 2034
October 31, 2036
February 4, 2024
Amounts
$75,000,000
$1,500,000,000
$1,750,000,000
$1.8
$1,312,500
$750,000
$3.2
$100,000,000
$1,500,000
$2,000,000
Obligations
To the extent that an investment opportunity is suitable for more than one fund, the General Partner must determine the allocation of that opportunity among competing vehicles
Limited partners must rely on their own due diligence and analysis, and must satisfy the eligibility requirements applicable to the relevant exemptions (including status as "accredited investors" and "qualified purchasers")
Anti-Money Laundering and Know-Your-Customer The PPM and subscription documents include standard anti-money laundering ("AML") and know-your-customer ("KYC") representations and warranties that each investor must provide in connection with its subscription for limited partnership interests in Fund IV
Each prospective limited partner is required to complete and submit a subscription agreement and investor questionnaire in the form provided by the General Partner
Subscription documents must be submitted in advance of the applicable closing date