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.
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
}
],
},
API reference
Contact Quantium support team to get access PUT and POST API references for investor group
Updated about 4 years ago