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
-