Define: Investee Companies

The meaning of “Investee Companies” differs based on where it is used. We list many below, then combine them into one or more market-standard definitions.

How is Investee Companies defined in a legal contract?

  • Investee Companies means any entity where [organization] held either debt or equity securities within a given period of time, this also includes entities listed on [schedule]. Seen in 1 SEC filing
  • Investee Companies means the subsidiaries of [organization] and any additional companies in which [organization] holds an interest, the specific details of which can be found in [schedule]. Seen in 1 SEC filing
  • Investee Companies means as a collective term, [organization] and its Subsidiaries, and ""Investee Company"" refers to any one of them. Seen in 1 SEC filing
  • Investee Companies means the corporate bodies or other entities (including their affiliates) in which investments have been made directly or indirectly through a holding company by the [organization]. Seen in 1 SEC filing

Note: The Genie AI Legal Assistant pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

Search EDGAR for 'Definitions of investee companies' yourself to verify these results. We are always keen to point people to source documents.

Which definition should you use?

🤔 Our AI Legal Assistant has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

Genie Definition 1

Investee Companies means entities or subsidiaries where [organization] holds debt, equity, or interest.

Relevant Contract Type

Relevant Circumstances

  • When setting up an investment or joint venture.
  • If equity securities are held.

Relevant Sectors

Genie Definition 2

Investee Companies means entities in which direct or indirect investments, through a holding company, were made by [organization].

Relevant Contract Type

Relevant Circumstances

  • When a company is acquiring another business.
  • If investments are made through a holding company.

Relevant Sectors

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Looking for further advice on how to define “Investee Companies" in your document? 

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What is the most popular definition of 'Investee Companies'?

Investee Companies means entities or subsidiaries where [organization] holds debt, equity, or interest.

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