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Home Court filings Oto Analytics, LLC v. Benworth Capital Partners PR LLC MOTION Submitting Joint Request for Modification of… — Oto Analytics, LLC v. Benworth C…

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MOTION Submitting Joint Request for Modification of… — Oto Analytics, LLC v. Benworth Capital Partners PR LLC (Dkt. 216)

Filed March 4, 2025 in Oto Benworth; one of 69 filings from this case.

Record facts

CourtU.S. District Court for the District of Puerto Rico
Filed2025-03-04

U.S. District Court for the District of Puerto Rico · No. 3:23-cv-01034-GMM · Doc. 216 · 2025-03-04 · Docket on CourtListener

Full text

IN THE UNITED STATES DISTRICT COURT 
FOR THE DISTRICT OF PUERTO RICO 
 
FEDERAL RESERVE BANK OF SAN 
FRANCISCO,  
 
Plaintiff, 
 
v. 
 
BENWORTH CAPITAL PARTNERS 
PR, 
LLC; 
BENWORTH 
CAPITAL 
PARTNERS, 
LLC; 
BERNARDO 
NAVARRO and CLAUDIA NAVARRO, 
 
Defendants. 
Civil No. 23-01034 (GMM) 
 
 
 
 
 
 
JOINT MOTION REQUESTING MODIFICATION  
OF THE CASE MANAGEMENT ORDER  
 
COME NOW Plaintiff Federal Reserve Bank of San Francisco (the “Reserve Bank”) and 
Defendants Benworth Capital Partners PR LLC (“Benworth PR”), Benworth Capital Partners LLC 
(“Benworth FL”), Bernardo Navarro (“Mr. Navarro”), and Claudia Navarro (together with Mr. 
Navarro, the “Navarros”; collectively, “Defendants”; together with the Reserve Bank, the 
“Parties”) by and through undersigned counsel, and respectfully request that this Court modify the 
operative court deadlines for the following reasons: 
1. 
On September 3, 2024, the Court issued a Case Management Order (ECF No. 161, 
the “CMO”), establishing the pretrial schedule for this matter.  
2. 
On October 30, 2024, the Parties filed a Joint Status Report (ECF No. 178), 
requesting the Court’s approval to extend the deadlines in the CMO for (i) substantial completion 
of document discovery and (ii) responses to Defendants’ document requests, in light of delays in 
the discovery process.  On October 31, 2024, the Court issued an Amended Case Management 
Order (ECF No. 179, the “Amended CMO”).  
Case 3:23-cv-01034-GMM     Document 216     Filed 03/04/25     Page 1 of 6

 
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3. 
On December 2, 2024, the Parties filed another Joint Status Report (ECF No. 181) 
highlighting concerns about the ongoing discovery process, including Plaintiff’s concern that 
Defendants were not on track to meet the discovery deadlines in the Amended CMO.  
4. 
On December 16, 2024, the Court held a Status Conference to address the Parties’ 
concerns. See ECF No. 190. 
5. 
On December 17, 2024, in light of the matters discussed at the Status Conference 
and in the Joint Status Report (ECF No. 181), the Court issued a further Amended Case 
Management Order (ECF No. 191, the “Second Amended CMO”) further adjusting the operative 
discovery deadlines. 
6. 
At this time, despite the Parties’ efforts to stay on schedule, including through 
regular correspondence and meet and confers, several key discovery issues remain unresolved.  
The Parties are still in the process of negotiating the scope of supplemental productions that may 
materially impact the state of the record, including with respect to supplemental search terms and 
the production of non-email documents, including Defendants’ accounting documents. A schedule 
that requires the completion of fact discovery while these key issues remain unresolved risks 
prejudicing the Parties.   
7. 
The Parties also note that Plaintiff’s two Motions to Compel discovery from 
Defendants relating to (i) entities owned or controlled by the Navarros (ECF Nos. 182, 188), and 
(ii) accounting data from Defendants’ QuickBooks database (ECF No. 200) remain pending before 
the Court, as well as Defendants’ Motion to Dismiss the Federal Reserve’s Complaint and 
Complaint in Intervention (ECF No. 169), the resolution of which may further impact the contours 
of discovery.  
Case 3:23-cv-01034-GMM     Document 216     Filed 03/04/25     Page 2 of 6

 
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8. 
In light of these ongoing issues, the Parties have conferred and agreed to jointly 
propose further modifications to the Second Amended CMO that will accommodate the 
complexities and uncertainties related to the unresolved discovery matters. The jointly proposed 
modifications are as follows: 
Event  
Current 
Deadline 
Proposed Deadline 
Substantial completion of 
document discovery
January 31, 2025
N/A 
Completion of fact discovery 
March 7, 2025 
May 9, 2025
Deadline for Parties to 
disclose experts and expert 
witness summaries as required 
by Fed. R. Civ. P. 26(a)(2) 
March 17, 2025  
June 16, 2025 
Deadline for Parties to 
disclose expert reports as 
required by Fed. R. Civ. P. 
26(a)(2)(B) 
April 28, 2025  
July 28, 2025 
Deadline for Parties to submit 
rebuttal expert reports 
May 28, 2025  
August 26, 2025 
Conclusion of all discovery 
June 16, 2025 
September 15, 2025
Deadline to file dispositive 
motions 
July 16, 2025  
October 14, 2025 
Deadline to file oppositions to 
dispositive motions 
July 31, 2025  
October 29, 2025 
 
9. 
The requested modifications are necessary due to the factors discussed above, 
which justify additional time to ensure a fair and thorough discovery process.  Additionally, the 
requested extensions align with previous modifications approved by the Court and are intended to 
facilitate a more efficient and orderly discovery process.  
10. 
First, the proposed extension to the deadline for completion of fact discovery (by 
63 days, from March 7, 2025 to May 9, 2025) is not intended to enlarge the amount of time that 
the Parties are given for fact discovery, but rather to mirror the extension to the deadline for 
substantial completion of document discovery previously approved by this Court.  See CMO 
Case 3:23-cv-01034-GMM     Document 216     Filed 03/04/25     Page 3 of 6

 
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(setting initial deadline for substantial completion of document discovery at November 29, 2024); 
Second Amended CMO (extending deadline for substantial completion of document discovery to 
January 31, 2025, a total of 63 days).  
11. 
Second, because expert disclosures and reports rely on the completion of fact 
discovery, the proposed 90-day extensions to the expert deadlines (and corresponding 90-day 
extensions to the subsequent deadlines) are necessary to allow for accurate and comprehensive 
expert evaluations.  
12. 
Furthermore, the extension of the deadlines will not prejudice any Party, as these 
modifications are being jointly proposed in the interest of fairness and judicial economy. 
13. 
For these reasons, the Parties respectfully request that the Court grants this joint 
motion and, accordingly, enters an order modifying the Second Amended CMO. 
Respectfully submitted in San Juan, Puerto Rico on March 4, 2025. 
O’NEILL & BORGES LLC 
250 Muñoz Rivera Ave., Ste. 800 
San Juan, PR 00918-1813 
Tel: (787) 764-8181 
Fax: (787) 753-8944 
s/Antonio L. Roig Lorenzo 
Antonio L. Roig Lorenzo  
antonio.roig@oneillborges.com  
USDC-PR No. 207712 
s/ Salvador J. Antonetti Stutts 
Salvador J. Antonetti Stutts  
salvador.antonetti@oneillborges.com  
USDC-PR No. 215002 
s/ Ubaldo M. Fernández Barrera 
Ubaldo M. Fernández Barrera 
ubaldo.fernandez@oneillborges.com  
USDC-PR No. 224807 
s/ Aníbal A. Román Medina 
Aníbal A. Román Medina  
anibal.roman@oneillborges.com  
USDC-PR No. 308410
FERRAIUOLI LLC 
PO Box 195168 
San Juan, PR 00919-5168 
(787) 766-7000 
(787) 766-7001 
s/Roberto A. Cámara Fuertes 
Roberto A. Cámara Fuertes 
USDC-PR 219002 
Jaime A. Torrens-Davila 
Monica Del Pilar Ramos-Benitez 
rcamara@ferraiuoli.com 
jtorrens@ferraiuoli.com 
mramos@ferraiuoli.com 
 
 
 
 
 
 
 
 
 
Case 3:23-cv-01034-GMM     Document 216     Filed 03/04/25     Page 4 of 6

 
5 
 
CLEARY GOTTLIEB STEEN & HAMILTON 
LLP 
 
Thomas S. Kessler (admitted pro hac vice) 
One Liberty Plaza 
New York, New York 10006 
(212) 225-2000 
tkessler@cgsh.com 
 
Attorneys for the Federal Reserve Bank of San 
Francisco  
 
KOZYAK TROPIN & 
THROCKMORTON 
 
Dwayne Robinson 
Michael R. Lorigas 
Rasheed K. Nader 
2525 Ponce de Leon Boulevard, 
9th Fl. 
Miami, Florida 33134 
(305) 372-1800 
drobinson@kttlaw.com 
mlorigas@kttlaw.com 
rnader@kttlaw.com 
 
Attorneys for Benworth Capital 
Partners LLC and Bernardo 
Navarro 
 
CASELLAS ALCOVER & 
BURGOS, P.S.C. 
 
s/Carla S. Loubriel 
Carla S. Loubriel 
USDC-PR 227509 
Ricardo F. Casellas 
USDC-PR 203114 
208 Ponce de Leon Ave. 
Popular Center Bldg. Suite 1400 
Hato Rey, PR 00918 
(787) 756-1400 
cloubriel@cabprlaw.com 
rcasellas@cabprlaw.com 
 
Attorneys for Defendants Benworth 
Capital Partners PR LLC and 
Claudia Navarro 
 
 
 
Case 3:23-cv-01034-GMM     Document 216     Filed 03/04/25     Page 5 of 6

 
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CERTIFICATE OF SERVICE 
 
 
I certify that on March 4, 2025, I filed a copy of the foregoing document using the Court’s 
CM/ECF system, which will automatically generate a Notice of Electronic Filing to all counsel of 
record in this matter. 
 
 
 
 
 
 
 
 
s/Ubaldo M. Fernández Barrera 
 
 
 
 
 
 
 
Ubaldo M. Fernández Barrera 
 
 
Case 3:23-cv-01034-GMM     Document 216     Filed 03/04/25     Page 6 of 6

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