Common use of Private Funds Clause in Contracts

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: Facilitation Agreement, Investment Fiduciary Facilitation Agreement, Investment Fiduciary Facilitation Agreement

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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 Trading‌Trading

Appears in 2 contracts

Samples: Investment Fiduciary Facilitation Agreement, pas.nwservicecenter.com

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