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Home Court filings Full Docket Oto Benworth Prd 175040 Exhibit 11 — Oto Analytics, LLC v. Benworth Capital Partners PR LLC (Dkt. 182.12)

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Exhibit 11 — Oto Analytics, LLC v. Benworth Capital Partners PR LLC (Dkt. 182.12)

No. 3:23-cv-01034-GMM · Doc. 182-12 · Docket on CourtListener

Summary

Exhibit 11, Doc. 182-12, filed December 6, 2024 in Oto Analytics, LLC v. Benworth Capital Partners PR LLC, No. 3:23-cv-01034-GMM, consolidated with Civil No. 24-01313 (GMM), in the U.S. District Court for the District of Puerto Rico. It contains Bernardo Navarro's Answers and Objections to Oto Analytics LLC's First Set of Interrogatories, dated the 7th day of October 2024. After general objections, the answers state that he received 48 distribution payments from Benworth FL in 2021, 24 in 2022, 21 in 2023 and 5 in 2024, and that a supplementary response on payments from Benworth PR will follow. They state that since January 2021 he has owned 100% of Benworth FL and 1% of Benworth PR. The answers are signed by counsel Roberto A. Cámara-Fuertes, Jaime A. Torrens-Dávila and Mónica Ramos-Benítez.

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Case 3:23-cv-01034-GMM   Document 182-12   Filed 12/06/24   Page 1 of 11




              EXHIBIT 11
     Case 3:23-cv-01034-GMM         Document 182-12   Filed 12/06/24    Page 2 of 11



                       IN THE UNITED STATES DISTRICT COURT
                         FOR THE DISTRICT OF PUERTO RICO

OTO ANALYTICS, LLC,
Plaintiff,
v.
BENWORTH CAPITAL PARTNERS PR,
LLC; BENWORTH CAPITAL
                                             Civil No. 23-01034 (GMM) cons.
PARTNERS, LLC; BERNARDO
NAVARRO and CLAUDIA NAVARRO,                 Civil No. 24-01313 (GMM)
Defendants.


FEDERAL RESERVE BANK OF SAN
FRANCISCO,
Plaintiff-Intervenor
v.
OTO ANALYTICS, LLC; BENWORTH
CAPITAL PARTNERS PR, LLC; et al.,
Defendants in Intervention.
FEDERAL RESERVE BANK OF SAN
FRANCISCO,
Consolidated Plaintiff,
v.
BENWORTH CAPITAL PARTNERS PR,
LLC, et al.,
Consolidated Defendants.


     BERNARDO NAVARRO’S ANSWERS AND OBJECTIONS TO OTO ANALYTICS
                 LLC’S FIRST SET OF INTERROGATORIES

FROM:        Bernardo Navarro
             Through its attorneys:
             Ferraiuoli LLC
             Roberto A. Cámara-Fuertes
             USDC-PR 219002
             rcamara@ferraiuoli.com
    Case 3:23-cv-01034-GMM             Document 182-12          Filed 12/06/24   Page 3 of 11
Mr. Navarro’s Answers and Objections to Womply’s First Set of Interrogatories
Oto Analytics, LLC v. Benworth Capital Partners PR LLC, et al.
Civil No. 23-01034 (GMM) cons. Civil No. 24-01313 (GMM)
Page 2 of 10


            Jaime A. Torrens-Dávila
            USDC-PR 223810
            jtorrens@ferraiuoli.com

           Mónica Ramos-Benítez
           USDC-PR 308405
           mramos@ferraiuoli.com

TO:         OTO ANALYTICS, LLC (“Womply”)
            Through its attorneys:

            Of Counsel:
            Willkie Farr & Gallagher LLP
            Alexander L. Cheney (admitted pro hac vice)
            333 Bush Street
            San Francisco, CA 94104
            (415) 858-7400
            acheney@willkie.com

            Stuart R. Lombardi (admitted pro hac vice)
            787 Seventh Avenue
            New York, NY 10019
            (212) 728-8882
            slombardi@willkie.com

            Joshua S. Levy (admitted pro hac vice)
            1875 K Street, N.W.
            Washington, D.C. 20006
            (202) 303-1000
            jlevy@willkie.com

            Alejandro J. Cepeda Diaz
            USDC-PR 222110
            McConnell Valdés LLC
            270 Muñoz Rivera Ave.
            Hato Rey PR 00918
            Tel: (787) 250-5637
            Email: ajc@mcvpr.com


        Pursuant to Rules 26 and 33 of the Federal Rules of Civil Procedure, Bernardo Navarro

(hereinafter, “Mr. Navarro”) hereby furnishes, through his attorneys, his Answers and Objections

to Womply’s First Set of Interrogatories (“Answers and Objections”), as follows:
    Case 3:23-cv-01034-GMM             Document 182-12          Filed 12/06/24      Page 4 of 11
Mr. Navarro’s Answers and Objections to Womply’s First Set of Interrogatories
Oto Analytics, LLC v. Benworth Capital Partners PR LLC, et al.
Civil No. 23-01034 (GMM) cons. Civil No. 24-01313 (GMM)
Page 3 of 10


                                 PRELIMINARY STATEMENT

        These Answers and Objections are based only upon the information currently available to

and specifically known as of the date hereof. Mr. Navarro reserves the right to amend or

supplement these Answers and Objections at any time in light of future investigation, research, or

analysis, and also expressly reserves the right to rely on, at any time, including in any other

proceeding, subsequently discovered information, or information omitted from these Answers and

Objections as a result of mistake, error, or inadvertence. Mr. Navarro has made reasonable efforts

to respond to the interrogatories, to the extent they have not been objected to, as Mr. Navarro

understands and interprets the interrogatories. If Womply subsequently asserts a meritorious

interpretation of the interrogatories that differs from Mr. Navarro’s interpretation, Mr. Navarro

reserves the right to supplement these Answers and Objections.

                                   GENERAL OBJECTIONS

        Mr. Navarro incorporates the following objections into each of its specific responses:

        Mr. Navarro objects to each Interrogatory insofar as it (a) seeks information that is subject

to legal privileges, (b) seeks information that is not relevant to the claims or defenses in this action

or is not reasonably calculated to lead to the discovery of admissible evidence, (c) is vague,

ambiguous, overbroad or unduly burdensome, (d) seeks information that is not reasonably

accessible to Mr. Navarro, or is not within Mr. Navarro’s knowledge, (e) seeks information not in

Mr. Navarro’s possession, custody, or control, (f) seeks information that is already known by

Womply, or is equally or more easily accessible to Womply than to Mr. Navarro, and (g) purports

to impose upon Mr. Navarro an obligation beyond what is required by the Federal Rules of Civil

Procedure.

        Specifically, Mr. Navarro objects to the requests to the extent they expressly or impliedly
    Case 3:23-cv-01034-GMM             Document 182-12          Filed 12/06/24    Page 5 of 11
Mr. Navarro’s Answers and Objections to Womply’s First Set of Interrogatories
Oto Analytics, LLC v. Benworth Capital Partners PR LLC, et al.
Civil No. 23-01034 (GMM) cons. Civil No. 24-01313 (GMM)
Page 4 of 10


seek information protected from disclosure by the Attorney-Client Privilege, the Attorney Work-

Product Doctrine, the Common Interest Privilege, or any other applicable privileges, doctrines, or

immunities protecting information from disclosure. Nothing in these Answers and Objections is

intended as, nor shall in any way be deemed, a waiver of any of these privileges, doctrines, or

immunities. Information protected by these privileges, doctrines, or immunities is not subject to

disclosure, and will not be provided. Mr. Navarro intends to and does assert any and all such

privileges with respect to all such information.

        Mr. Navarro objects to each definition, instruction, and request to the extent it seeks

information that is confidential or proprietary in nature, or requests detailed information

concerning impressions, opinions and/or statements of factual witnesses. To the extent any term

defined or used in the interrogatory is used in responding to the interrogatories, it is not accepted

or conceded that any such term or definition is appropriate, descriptive, or accurate.

        Mr. Navarro objects to the interrogatories to the extent that they require the search of

archives, backup files, or any information not readily accessible, including but not limited to any

audio, video, electronic recordings, telephone records, calendar entries, text messages or similar

forms of electronic messaging, which would be unduly burdensome and not proportional to the

needs of this case.

        Mr. Navarro’s responses to each interrogatory are given without prejudice to Mr. Navarro’s

right to use or rely at any time, including trial, on subsequently discovered facts, information or

documents that may have been omitted from these responses by inadvertence, oversight or

otherwise.

        Mr. Navarro generally objects to the interrogatories insofar as they raise questions of law

rather than fact or are contention interrogatories, normally reserved until the end of the discovery
    Case 3:23-cv-01034-GMM             Document 182-12          Filed 12/06/24      Page 6 of 11
Mr. Navarro’s Answers and Objections to Womply’s First Set of Interrogatories
Oto Analytics, LLC v. Benworth Capital Partners PR LLC, et al.
Civil No. 23-01034 (GMM) cons. Civil No. 24-01313 (GMM)
Page 5 of 10


period. A party may not be compelled to respond to such contention interrogatories at the early

stages of discovery other than to state the party’s current knowledge.

        These Answers and Objections should not be construed as: (a) an admission as to the

propriety of any request, (b) an agreement as to erroneous assumptions or incorrect factual

predicates contained in any request, (c) an acknowledgement that documents or other items

responsive to any request exist, (d) a waiver of the General Objections or the objections asserted

in response to specific requests, (e) an admission as to the relevance or admissibility into evidence

of any documents, item or information, (f) an admission, concession, or waiver as to the validity

of any claim or defense asserted in this litigation, or (g) an agreement that requests for similar

documents, items or information will be treated in a similar manner.

        Mr. Navarro states that these general objections are incorporated to all specific objections

set forth herein. To the extent that Mr. Navarro provides responses to the specific requests, the

stated objections are not waived by such responses pursuant to the Federal Rules of Civil

Procedure.

                 ANSWERS AND OBJECTIONS TO INTERROGATORIES

Interrogatory No. 1

        Identify all payments or transfers received by You or a B. Navarro Entity from Benworth

FL, including the Dividend Payments, and for each payment or transfer, list the amount of the

payment or transfer; the date of the payments or transfer; and the reason for the payment or transfer.

Response to Interrogatory No. 1

        Mr. Navarro objects to this interrogatory as it relates to “all” payments or transfers received

by “a B. Navarro Entity” from Benworth FL on the grounds that it is harassing and overly broad

to the extent it seeks information related to third persons or entities who are not parties to this
    Case 3:23-cv-01034-GMM             Document 182-12          Filed 12/06/24   Page 7 of 11
Mr. Navarro’s Answers and Objections to Womply’s First Set of Interrogatories
Oto Analytics, LLC v. Benworth Capital Partners PR LLC, et al.
Civil No. 23-01034 (GMM) cons. Civil No. 24-01313 (GMM)
Page 6 of 10


litigation and that are thus irrelevant to the matters in controversy. The request is speculative in

nature and amounts to an improper fishing expedition, seeking information that has no bearing on

the claims or defenses at issue in this case. Womply has not established the need or relevance of

any information pertaining to any other entities, besides Benworth FL and Benworth PR.

        Without waiving any rights or objections, Mr. Navarro informs that, in the 2021 year, he

received 48 distribution payments from Benworth FL; in the 2022 year, he received 24 distribution

payments from Benworth FL; in the 2023 year, he received 21 distribution payments from

Benworth FL; and in the 2024 year, he has received 5 distribution payments from Benworth FL.

For the details of each transaction, see documents identified in Mr. Navarro’s Response to

Womply’s Request No. 4 for Production of Documents, submitted on this same date.



Interrogatory No. 2

        Identify all payments or transfers received by You or a B. Navarro Entity from Benworth

PR, including, for each payment or transfer, the amount of the payment or transfer; the date of the

payments or transfer; and the reason for the payment or transfer.

Response to Interrogatory No. 2

        Mr. Navarro objects to this request as it relates to “all” payments or transfers received by

“a B. Navarro Entity” from Benworth Capital Partners PR, LLC (“Benworth PR”) on the grounds

that it is harassing and overly broad to the extent it seeks information related to third persons or

entities who are not parties to this litigation and that are thus irrelevant to the matters in

controversy. The request is speculative in nature and amounts to an improper fishing expedition,

seeking information that has no bearing on the claims or defenses at issue in this case. Womply

has not established the need or relevance of any information pertaining to any other entities,
    Case 3:23-cv-01034-GMM             Document 182-12          Filed 12/06/24   Page 8 of 11
Mr. Navarro’s Answers and Objections to Womply’s First Set of Interrogatories
Oto Analytics, LLC v. Benworth Capital Partners PR LLC, et al.
Civil No. 23-01034 (GMM) cons. Civil No. 24-01313 (GMM)
Page 7 of 10


besides Benworth FL and Benworth PR. Without waiving any rights or objections, Mr. Navarro

informs that he is in the process of gathering the necessary information to respond to this

interrogatory and will be providing a supplementary response.



Interrogatory No. 3

        Identify all accountants, auditors, accounting firms, and/or auditing firms that have

performed professional services for You.

Response to Interrogatory No. 3

        Mr. Navarro objects this interrogatory for being overly broad, to the extent it requests

Benworth FL to identify “all” accountants, auditors, accounting firms, and/or auditing firms that

have performed professional services for Benworth FL, without specifying with reasonable

particularity the type, nature and scope of the “professional services” Womply is inquiring about.

Moreover, this interrogatory is objected for seeking information that is irrelevant to the claims or

defenses at issue in this case.

        Without waiving any rights or objections, Mr. Navarro informs that he and his wife,

Claudia Navarro (“Mrs. Navarro”) have used the professional accounting services of Carlos

Somoza, of the firm Kauffman, Rossin & Co., P.A. (2021 - present), as well as Francisco Medina

and Raul Delgado Crespo, of the firm MD CPA LLC (2021 - present).



Interrogatory No. 4

        Identify the entities (including trusts) in which You are, directly or indirectly, an owner,

shareholder, equityholder, partner, member, beneficiary, or beneficial owner for each year from

2021 to present, including for each entity in each year, Your ownership percentage.
    Case 3:23-cv-01034-GMM             Document 182-12          Filed 12/06/24       Page 9 of 11
Mr. Navarro’s Answers and Objections to Womply’s First Set of Interrogatories
Oto Analytics, LLC v. Benworth Capital Partners PR LLC, et al.
Civil No. 23-01034 (GMM) cons. Civil No. 24-01313 (GMM)
Page 8 of 10


Response to Interrogatory No. 4

        Mr. Navarro objects to this interrogatory on the grounds that it is overly broad to the extent

it seeks information related to third persons or entities who are not parties to this litigation and that

is thus irrelevant to the matters in controversy. The request is speculative in nature and seeks

information that has no bearing on the claims or defenses at issue in this case. Womply has not

established the need or relevance of any information pertaining to any other entities, besides

Benworth FL and Benworth PR. Without waiving any rights or objections, Mr. Navarro informs

that, from January 2021 to present, he has been 100% owner of Benworth FL, and 1% owner of

Benworth PR.



Interrogatory No. 5

        Identify all of Your home address(es) from 2021 to 2024.

Response to Interrogatory No. 5

        Mr. Navarro informs that, from January 1, 2021 to present, his only two home addresses

have been 6624 SW 69th Ave., Miami, FL 33134, and 11 The Estates, Dorado, PR 00646, the latter

being his and Mrs. Navarro’s current home address.




                 [CERTIFICATION OF DECLARANT ON THE FOLLOWING PAGE]
Case 3:23-cv-01034-GMM   Document 182-12   Filed 12/06/24   Page 10 of 11
   Case 3:23-cv-01034-GMM             Document 182-12           Filed 12/06/24        Page 11 of 11
Mr. Navarro’s Answers and Objections to Womply’s First Set of Interrogatories
Oto Analytics, LLC v. Benworth Capital Partners PR LLC, et al.
Civil No. 23-01034 (GMM) cons. Civil No. 24-01313 (GMM)
Page 10 of 10


       Pursuant to Rule 33 of the Federal Rules of Civil Procedure, all objections stated above are

subscribed in San Juan, Puerto Rico, this 7th day of October, 2024.

        CERTIFICATE OF SERVICE: We hereby certify that on this same date we served copy

of the foregoing responses to discovery requests to all parties’ counsel appearing in this case, via

electronic mail at their electronic address of record.

        In San Juan, Puerto Rico, on this 7th day of October 2024.



                                                                                         PO Box 195168
                                                                                San Juan, PR 00919-5168
                                                                                      Tel.: 787.766.7000
                                                                                       Fax: 787.766.7001

                                                                        s/ Roberto A. Cámara-Fuertes
                                                                           Roberto A. Cámara-Fuertes
                                                                                    USDC-PR 219002
                                                                              rcamara@ferraiuoli.com

                                                                           s/ Jaime A. Torrens-Dávila
                                                                              Jaime A. Torrens-Dávila
                                                                                     USDC-PR 223810
                                                                               jtorrens@ferraiuoli.com

                                                                                s/ Mónica Ramos Benítez
                                                                                  Mónica Ramos-Benítez
                                                                                      USDC-PR 308405
                                                                                 mramos@ferraiuoli.com

                              Counsel for Benworth Capital Partners, LLC and Bernardo Navarro


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