Private Funds. The firm acquired several private funds (Lenox PE Fund I, LLC, Lenox Blue Chip, LLC, and Lenox HPE, LLC (each a “Fund” and collectively the “Funds”) as a result of our acquisition of Lenox Wealth Management. The funds are not accepting new subscribers. Item 11 – Code of Ethics, Participation in Client Transactions and Personal Trading
Appears in 3 contracts
Samples: Erisa Fiduciary 3(38) Investment Management Agreement, Erisa Fiduciary 3(38) Investment Management Agreement, Erisa Fiduciary 3(38) Investment Management Agreement
Private Funds. The firm acquired several private funds (Lenox PE Fund I, LLC, Lenox Blue Chip, LLC, and Lenox HPE, LLC (each a “Fund” and collectively the “Funds”) as a result of our acquisition of Lenox Wealth Management. The funds are not accepting new subscribers. Item 11 – Code of Ethics, Participation in Client Transactions and Personal Trading.
Appears in 2 contracts
Samples: Erisa Fiduciary 3(38) Investment Management Agreement, Erisa Fiduciary 3(21) Investment Advisory Agreement
