Representative Transactions

Representative Transactions

$35,000,000 Floating rate loan to a family partnership secured by private company shares

$12,000,000 Floating rate loan to partners of a private equity firm to fund their capital commitment

$30,000,000 Fixed rate loan to a family to fund a private foundation

$9,000,000   Floating rate loan against real estate operating partnership units for the purpose of asset diversification

$75,000,000 Fixed rate loan participation for an intra-family loan for the purpose of estate planning

$10,000,000 Floating rate loan to a hedge fund management company

$30,000,000 Floating rate loan to a family to fund a private foundation

$80,000,000 Fixed rate loan secured by private stock to support additional  investment

$5,000,000   Fixed rate loan secured by oil and gas interests

$65,000,000 Fixed rate loan for the purchase and construction of an executive aircraft

$25,000,000 Floating rate loan secured by land to support a recreational housing development

$70,000,000 Fixed rate loan secured by Rule 144 stock to support the acquisition of a sports franchise

$140,000,000 Fixed rate loan to an individual to support estate planning strategy

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Phone Number

1+ 415-203-6139

Address

11229 Comstock Dr
Truckee, CA  96161