Investor group

Description, definition and attributes of an investor group

Definition

An investor group refers to a group of legal entities that makes a commitment into a fund vehicle.

The following is a list of standard fieldsets returned from Quantium API.

Note that an investor group is not a required field for each investor entity.

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Investor group example
A limited partner "Alpha Capital" may make commitment into your organization managed funds through two different legal entities: Alpha (Cayman) Limited and Alpha (Singapore) Limited.
Alpha Capital is an investor group and Alpha (Cayman) Limited and Alpha (Singapore) Limited are two different investor entities belonging to the investor group "Alpha Capital.

Standard Fields

Field Name	Data Type	Description	Required
internalId	string	investor group's unique ID	Yes
name	string	Name of investor group	Yes
legalName	string	Legal name of investor group	No
chineseName	string	Chinese name of investor group	No
entityStatus	string	Type of investor organization (e.g. Fund of Funds, Asset Manager)	No
aum	string	Asset under management	No
annualAllocation	string	Estimated annual allocation	No
clientRepresentative	string	Client representative for this customer	No
clientRepresentativeDeputy	string	Deputy client representative for this customer	No
region	string	Location region of the invetor group	No

Example of investor group JSON data

Example of investor group data

{
    "internalId": "5f10036be32a946ad4add93c",
    "companyId": 1,
    "name": "LP Group name ",
    "legalName": "LP group legal name",
    "chineseName": null,
    "notes": null,
    "entityStatus": "Asset Manager",
    "aum": null,
    "annualAllocation": null,
    "clientRepresentative": "",
    "clientRepresentativeDeputy": null,
    "region": "Asia-Pacific",
    "investorEntities": [
      {
        // Investors entities of this group
      }
    ],
  },

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API reference
Contact Quantium support team to get access PUT and POST API references for investor group

Updated 11 days ago