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efta-efta01369987DOJ Data Set 10CorrespondenceEFTA Document EFTA01369987
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EFTA DisclosureText extracted via OCR from the original document. May contain errors from the scanning process.
2018 Account Planning
RM contribution
Relationship Name: Madison Park Capital LLC/General Atlantic
Banker Team: Stewart Oldfield
GCIS Number:
Relationship Team:
ISG: Andrew King
DPM: Paul Bartilucci
KCP: Tazia Smith
Lending: Laura Farischon
Client Profile
Trust/Custody:
WPS: Sam Petrucci
Deposits: Charlie Burrows
Other:
General Atlantic (also known as "GA") is an American worldwide growth equity firm providing capital and
strategic support for growth companies. GA is based in New York, New York.I1] The firm was founded in
1980 as the captive investment team for Atlantic Philanthropies, a philanthropic organization founded by
Charles F. Feeney, the billionaire co-founder of Duty Free Shoppers Ltd.(2)
As of June 30, 2016, General Atlantic has approximately $19.6 billion in assets under management and more
than 100 investment professionals based in New York City, Greenwich, Palo Alto, Sao Paulo, London,
Munich, Amsterdam, Beijing, Hong Kong, Mumbai and Singapore.(31 According to Private Equity
International, a proprietary ranking of the largest 300 private equity firms in the world, General Atlantic is
the 6th largest. In the last five years, as of 2014, GA rose from no. 12 to no. 6
Madison Park Capital, LLC is the entity that manages partner capital internally and functions as a family
office for the 30+ partners of GA. The General Partners, Managers, Trustees, and Directors are:
•
William E. Ford — CEO of GA
•
Steven A. Denning — Chairman of GA
•
David C. Hodgson — Vice Chairman
•
Eugene P. Lynch
•
Richard B. Gold
This entity has a brokerage account with DB with a Market Value of —$3mm, consisting primarily of CLO
equity sold through KCP. This relationship has been with DB since June 2014 and is currently KCP adopted.
Gene Lynch is our contact person.
Opportunities and Challenges
Confidential
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
DB-SDNY-0062532
CONFIDENTIAL
SDNY_GM_00208716
EFTA01369987
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