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818
818 Capital Partners
THE RELATIONSHIP BEHIND THE CAPITAL
110 Wall Street, New York, NY 10005  ·  818capitalpartners.com
Principal
Ravi Punn
(917) 993-9194
ravi@818capitalpartners.com
Personal Financial Statement FORM 818-PFS · REV 2026.05

Personal Financial Statement

Submitted in connection with a credit application to 818 Capital Partners. All figures in U.S. dollars.
01 Borrower Information Complete a separate statement for each individual guarantor.
02 Statement of Financial Condition Real estate detail on Schedule of Real Estate Owned (separate form).
Assets ($)
Cash on hand / in banks
— Account #1 (institution)
— Account #2 (institution)
Cash value of life insurance
Marketable securities / brokerage
Retirement accounts (IRA / 401(k))
Notes / accounts receivable
Real estate owned (see SREO)
Mortgages / contracts owned
Personal property (jewelry, art, rugs)
Autos / boats / vehicles
Other assets (specify)
Total assets
Liabilities ($)
Accounts payable
Credit card balances
Auto loans
Notes payable to banks (secured)
Notes payable to banks (unsecured)
Notes payable to others
Installment / personal loans
Loans against life insurance
Real estate mortgages (see SREO)
Unpaid taxes
Other liabilities (specify)
Other liabilities (specify)
Total liabilities
Net Worth (Total assets − Total liabilities)
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818818 Capital Partners
Personal Financial Statement
FORM 818-PFS
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03 Annual Income & Contingent Liabilities For year ended .
Source of annual income ($)
Salary / wages
Bonuses & commissions
Net investment income
Real estate income (net)
Partnership / K-1 income
Capital gains
Other income (specify)
Total annual income
Contingent liabilities ($)
As endorser / co-maker / guarantor
Legal claims & judgments
Provision for federal income tax
Lease & contract obligations
Other special debt (specify)
Other (specify)
Other (specify)
Total contingent
04 Disclosure Questions Disclose all material items. Use "Notes" to describe.
Have you ever declared bankruptcy (personal or any entity in which you held an interest)?
Have you, or any entity in which you held an interest, been foreclosed upon or surrendered a deed-in-lieu?
Are there any suits, claims, or legal actions pending against you or any entity you control?
Are any of your federal, state, or local tax obligations past due?
Do you anticipate any material change in financial condition in the next 12 months?
05 Certification
The undersigned certifies that the information provided in this Personal Financial Statement is a true, accurate, and complete representation of the undersigned's financial condition as of the date indicated above. This statement is submitted in connection with a credit application to 818 Capital Partners ("818" or "Lender"), and the undersigned authorizes 818 and its agents to verify any information contained herein, obtain consumer and business credit reports, and contact employers, banks, accountants, and tax authorities as needed. The undersigned agrees to notify 818 promptly in writing of any material adverse change in financial condition prior to the closing of the loan, and acknowledges that 818 is relying on this statement as a continuing representation until written notice of change is delivered.
Signature of borrower / guarantor
Date
Printed name
SSN (last 4)
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