Case File
efta-efta01369980DOJ Data Set 10CorrespondenceEFTA Document EFTA01369980
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DOJ Data Set 10
Reference
efta-efta01369980
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EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
2.:1,12; Adde.int ;pia
in annan
nr
Relationship Net Worth
>5500M
Relationship Investable Assets
$103 500 M
RelationsNp Classitkatbn
Tier 2
Breath of Client Needs II products) 1 2
Revenue Potential (Set pa)
>S500k
Source of Wealth
SalarY/ Earnings, Investment. Business Owner
Mr. Mack is tne Chairman of the Board. Chid 'nine
Othcer and a Deector of Apollo Global Management, ltC and a Managing Penner or Pocao Management LP. which he
knmded in 1990 from 1977 to 1990. Mr. Black worked at Drexel Burnham lambert Neon:aerated. where he served as Managing Director, head of the Mergen & Acquisitions
Description of WesIth/Cntity Asseb Group and co.head of the Corporate finance Department.
MlatIOnsnle Name
Banker Team
1.CRM
ML ID Mariner
ELYSIUM MANAGEMENT
Team New York12
Stewart OkIheld
Relationship Segment
Relationship Segment Description
Industry Group
industry
Entrepreneur
0
0
0
IV rubes 400 Ranking (as of Nov 2017) / Psagle Records
Forbes 400 tank
0
Net Worth
0 Sbn
Inoseusuc %cc>
holing Other Structured
lendng Mortgages
lending Lombard
tending Structured Solutions
Total Lending
Deposits
LSO Central Mgt
TIIIIITIAmn YID
Nor-17
Nov-16
D
0
0
0
0
0
SY
Nav17
Nov-16
0
0
0
0
81.980
0
0
0
0
79.520
NNAYID
twrl>
Nov.16
NM. Y10
Nov-17
Nov.16
Calmat Markets
171.850
110.520
DPM
0
0
Custody only
Wealth Normans Solutions
0
Fund Solutions
0
0
WAM
0
0
Other
0
0
I
Revenue/tank
4987
COY Rank
2.51e
Strictly Coatdonfial
CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e)
DB-SDNY-0062523
CONFIDENTIAL
SDNY_GM_00208707
EFTA01369980
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