Matter 1001-00002 — Ardent Capital Management LLC

2024 · 36 documents · Funds · M. Sage

58.1hours logged

$9,800unbilled WIP

$43,600billed to date

Amended Governing Documents 4 files

DOC Other gp-member-consent-resolutions.docx DOC Contract / agreement gp-second-amended-llc-agreement.docx DOC Contract / agreement lpa-amendment-no-1.docx DOC Contract / agreement manco-second-amended-llc-agreement.docx

Carry & Economics 3 files

DOC Contract / agreement carried-interest-allocation-agreement.docx DOC Other co-investment-allocation-policy.docx DOC Contract / agreement management-fee-sharing-agreement.docx

Closing 3 files

DOC Other bring-down-officers-certificate.docx DOC Other closing-certificate-gp.docx DOC Analysis / memo closing-checklist.xlsx

Correspondence 3 files

DOC Correspondence cover-letter-to-whitford-chase-re-trask.docx EMAIL Correspondence email-to-heathrow-whitman-re-tax-reporting.eml DOC Other letter-to-pemberton-hale-re-coordination.docx

Departing Principals 6 files

DOC Other kellner-carry-retention-side-letter.docx DOC Contract / agreement kellner-senior-advisor-agreement.docx DOC Contract / agreement kellner-separation-agreement.docx DOC Other trask-carry-retention-side-letter.docx DOC Contract / agreement trask-separation-agreement-redline.docx DOC Contract / agreement trask-separation-agreement.docx

Engagement & Administration 3 files

DOC Engagement letter conflict-check-memo.docx DOC Engagement letter engagement-letter.docx DOC Analysis / memo matter-closing-memo.docx

Entity Formation 4 files

DOC Other gp-intermediate-certificate-of-formation.docx DOC Contract / agreement gp-intermediate-llc-agreement.docx DOC Other holdco-certificate-of-formation.docx DOC Contract / agreement holdco-llc-agreement.docx

LP Consent & Notification 5 files

DOC Filing / regulatory lp-notification-letter.docx DOC Contract / agreement lpac-form-of-written-consent.docx DOC Filing / regulatory lpac-notification-and-consent-letter.docx DOC Analysis / memo lpac-presentation-memo.docx DOC Analysis / memo side-letter-compliance-memo.docx

Regulatory 2 files

DOC Filing / regulatory draft-form-adv-part-2a-brochure-supplement.docx DOC Analysis / memo form-adv-amendment-summary-memo.docx

Structuring & Analysis 3 files

DOC Analysis / memo restructuring-options-memo.docx DOC Analysis / memo section-704-analysis-memo.docx DOC Analysis / memo tax-structuring-memo.docx

Chronology

2027-03-31 kellner-carry-retention-side-letter.docx

2027-03-31 lpac-notification-and-consent-letter.docx

2026-04-15 cover-letter-to-whitford-chase-re-trask.docx

2026-04-15 trask-carry-retention-side-letter.docx

2026-04-15 lpac-notification-and-consent-letter.docx

2026-03-31 kellner-senior-advisor-agreement.docx

2026-03-31 kellner-separation-agreement.docx

2026-03-31 lpac-notification-and-consent-letter.docx

2025-07-01 management-fee-sharing-agreement.docx

2025-07-01 restructuring-options-memo.docx

2025-06-30 gp-second-amended-llc-agreement.docx

2025-06-30 carried-interest-allocation-agreement.docx

2025-06-30 co-investment-allocation-policy.docx

2025-06-30 management-fee-sharing-agreement.docx

2025-06-30 closing-certificate-gp.docx

2025-06-30 cover-letter-to-whitford-chase-re-trask.docx

2025-06-30 letter-to-pemberton-hale-re-coordination.docx

2025-06-30 trask-separation-agreement-redline.docx

2025-06-30 trask-separation-agreement.docx

2025-06-30 matter-closing-memo.docx

2025-06-30 lp-notification-letter.docx

2025-06-30 lpac-notification-and-consent-letter.docx

2025-06-30 lpac-presentation-memo.docx

2025-06-30 side-letter-compliance-memo.docx