Creating limited partner profiles

1. To create a limited partner profile, click on a fund, select the Details tab, click the Actions drop-down, then click Add Limited Partner.

2. Enter relevant details about the limited partner and then click Save.

Note: Only the display name and legal entity name are required, but we recommend putting in as much information that you have available

• Display name: Legal entities that share a display name will be grouped together. This can be helpful for legal entities that share a marketing name
• Legal entity name: The name of the limited partner, as laid out in your fund documentation
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