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If you are interested in beginning a conversation with 3rdMark about independent sales and marketing for your firm, please submit the following documents by email or regular mail:  

v     History of firm and biographies of principals

v     Summary of future business plans and asset gathering goals

v     Overview of current or past sales and marketing efforts

v     Current presentation materials

v     Sample RFP or questionnaire

v     Spreadsheet with five years of monthly portfolio holdings

v     Spreadsheet with monthly returns since inception;

v     Representative client list

v     PDS or offering memorandum, if applicable