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Relay
12 findings

Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Exchange fund, 7-year lockup

term sheet, Product desk. Published on corpus day 1; reviewed every 180 days.

59d

Age

121d

To review

1

Passages

1

Cited by opportunities

Passages

  1. p1

    Contributors receive units in a diversified partnership. A seven-year holding period applies before a diversified basket may be distributed.

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