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It defines the roles of Transferor and Transferee, requires confirmation of lawful ownership and absence of liens, and sets conditions for compliance with state securities laws. The document also restricts transfers to whole interests, requires General Partner/Manager consent, addresses secondary market limits and plan asset concerns, and specifies effective timing, signatures, partnership details, registration/tax fields, transfer reasons, and execution requirements.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/transfer-packet-llc-transfer-of-interest-application/302227/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/transfer-packet-llc-transfer-of-interest-application/302227.png","ImageObject",442,249,{"name":88,"@type":89},"Lute","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of the Transfer Packet LLC document?","Question",{"text":108,"@type":109},"It provides the agreement and application materials to transfer and assign Limited Partnership/Limited Liability Company interests, including substituting the Transferee as the Limited Partner/Member.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What certifications does the Transferor make in the transfer agreement?",{"text":113,"@type":109},"The Transferor certifies lawful ownership and good title to the interests, that the interests are free of liens or adverse claims, and that the assignment complies with applicable laws and regulations.",{"name":115,"@type":106,"acceptedAnswer":116},"What restrictions apply to transferring the interests?",{"text":117,"@type":109},"Interests can be transferred only in whole and only with General Partner/Manager consent in its sole discretion, subject to securities-law compliance and limits tied to secondary market treatment, plan asset rules, and Investment Company Act requirements.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},302227,1790408074,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":76},137454149569,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","| | | |\n| --- | --- | --- |\n\n89 Davis Road, Ste. 100 Orinda, CA 94563 [www.mackenziecapital.com](www.mackenziecapital.com)  \nI,   , hereinafter referred to as “Transferor”, do hereby sell,  \nassign, transfer and set over to   , hereinafter referred to as “Transferee”, such of Transferor’s right, title and interest in and to the Limited Partnership/Limited Liability CompanyInterests described as follows:  \nPartnership: No. of Interests:    \nTransferor, by the execution of this Transfer of Interest, covenants with Transferee that Transferor is the lawful owner of and has good title to all interests described above and the same are free and clear of all liens, encumbrances, or adverse claims whatsoever. Transferor further agrees to pay to MacKenzie Capital Management, LP on demand, all reasonable expenses to be paid in connection with the substitution of Transferee as the Limited Partner/Member as set forth in the Limited Partnership/OperatingAgreement(s) .  \nTransferee agrees, by the execution of this Transfer of Interest, to become a substituted Limited Partner/Member, to assume the same legal position as Transferor and be subject to and completely bound by all of the terms, conditions, provisions, liabilities and obligations of the Limited Partnership /Operating Agreement(s) for the Partnership(s) described above and any other application documents or agreements referred to in said Agreement(s), including without limitation, the provision that The General Partner/Manager shall be Transferee’s attorney-in-fact for the purpose set forth therein, and that Transferee shall be subject to and bound by the terms and conditions of the Subscription Agreement pertaining to the interests described above. The Transferee is subject to compliance with applicable state securities laws, and recognizes that the Interests as an investment involve a high degree of risk of loss; realizes that the Interests cannot be readily sold as there will be no public market and therefore, he must not acquire Interests unless he has liquid assets sufficient to assure himself that such purchase will cause him no undue difficulties and that he can provide for his current need and possible personal contingencies.  \nLimited Partnership/Limited Liability Company Interests may be transferred only in whole Interests and only in accordance with the following terms: Interests may be assigned only with the consent of the General Partner/Manager in its sole discretion; any assignment of Interests must bein compliance with applicable state securities laws; the purchaser must agree that he will not directly or indirectly make or operate a secondary market or the substantial equivalent thereof in the Interests of the Partnership; The General Partner/Manager may refuse to consent to any transfer if, in the sole discretion and judgment of The General Partner/Manager, the transfer would be transacted on, or treated as transacted on, a secondary market or the substantial equivalent thereof or would cause the aggregate transfers to exceed permissible safe harbor limits on the trading of Interests under administrative interpretations under Section 7704 of the Code; notwithstanding the foregoing, no transfers or assignments will be permitted if such transfers or assignments would cause the aggregate transfers or assignments to exceed the permissible safe harbor limits under administrative interpretations under Section 7704 of the Code; no assignments will be permitted if such assignments would cause the assets of the Partnership to be treated as “plan assets\" as defined in regulations promulgated by the Department of Labor; no assignments will be permitted if the assignment will force the Partnership to exceed the requirements of the Investment Company Act of 1940, a maximum of 99 persons are beneficial owners of the Units at anytime.  \nThis Transfer of Interest shall become effective the first day of the calendar month in which The General Partner/Manager consents hereto in writ","cbCaig4HEj16df3u","https://ap.wps.com/l/cbCaig4HEj16df3u","pdf",363187,9,"English","# Transfer of Interest - Agreement\n## Parties and Rights Transfer\n## Ownership Certifications and Covenants\n## Transfer Restrictions and Consent Requirements\n## Effective Date and Binding Effect\n# Application for Transfer of Interest\n## Partnership Information\n## Registration and Tax Identification\n## Certification and Reason for Transfer\n## Signature Execution Requirements","[{\"question\":\"What is the purpose of the Transfer Packet LLC document?\",\"answer\":\"It provides the agreement and application materials to transfer and assign Limited Partnership/Limited Liability Company interests, including substituting the Transferee as the Limited Partner/Member.\"},{\"question\":\"What certifications does the Transferor make in the transfer agreement?\",\"answer\":\"The Transferor certifies lawful ownership and good title to the interests, that the interests are free of liens or adverse claims, and that the assignment complies with applicable laws and regulations.\"},{\"question\":\"What restrictions apply to transferring the interests?\",\"answer\":\"Interests can be transferred only in whole and only with General Partner/Manager consent in its sole discretion, subject to securities-law compliance and limits tied to secondary market treatment, plan asset rules, and Investment Company Act requirements.\"}]","Transfer Packet LLC - Transfer of Interest Application | PDF",1789790961]