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INFORMATIVE Motion regarding Defendants Second… — Oto Analytics, LLC v. Benworth Capital Partners PR LLC (Dkt. 260)

Filed June 10, 2025 in Oto Benworth; one of 69 filings from this case.

Record facts

CourtU.S. District Court for the District of Puerto Rico
Filed2025-06-10

U.S. District Court for the District of Puerto Rico · No. 3:23-cv-01034-GMM · Doc. 260 · 2025-06-10 · 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) 
 
 
 
 
 
 
PLAINTIFF-INTERVENOR FEDERAL RESERVE BANK OF SAN FRANCISCO’S  
INFORMATIVE MOTION REGARDING  
DEFENDANTS’ SECOND QUICKBOOKS EXTENSION REQUEST  
 
COMES NOW Plaintiff Federal Reserve Bank of San Francisco (the “Reserve Bank”), by 
and through undersigned counsel, and respectfully informs this Court as follows:  
1. 
On June 10, 2025, Defendants filed their Second Motion for Extension of Time to 
Comply with The Court’s Discovery Order [DE 245] (the “Second QuickBooks Extension 
Request”).  See ECF No. 259.  The Reserve Bank respectfully files this informative motion to 
prevent any misunderstanding about the Reserve Bank’s position regarding this second request by 
Defendants to extend the QuickBooks data export deadline until June 24, 2025, nearly a month 
beyond this Court’s originally ordered deadline of May 27, 2025.   
2. 
Notably, Defendants have provided no material information regarding the status of 
what they describe as an ongoing investigation other than the fact that initial estimates as to its 
resolution and Defendants’ compliance were incorrect and that additional resources, including an 
unnamed third party, have been enlisted to assist in a data recovery effort.  Nevertheless, within 
an hour of Defendants’ formal request yesterday afternoon, the Reserve Bank agreed to not oppose 
Case 3:23-cv-01034-GMM     Document 260     Filed 06/11/25     Page 1 of 5

 
 
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a second extension request provided that Defendants provide, within a reasonable period of time, 
declarations that will allow the Reserve Bank a measure of assurance as to the veracity of 
Defendants’ purported security issues.  The Reserve Bank respectfully submits that its requests are 
appropriate in light of Defendants’ pattern of obstruction and delay regarding its discovery 
obligations generally and the QuickBooks data specifically.  
3. 
On May 21, 2025, the Court ordered Defendants to provide the Reserve Bank with 
exported data from their QuickBooks database for the period of January 1, 2020, to the present, by 
May 27, 2025.  See ECF No. 245.  
4. 
On May 27, 2025, Defendants conferred with the Reserve Bank via phone and 
described for the first time the security issue that prevented them from complying with the Court’s 
order.  That same day, the Reserve Bank agreed to not oppose the initial extension request provided 
that (1) Defendants file a declaration, under penalty of perjury, by an individual at Benworth FL 
with personal knowledge of the issue necessitating the extension request that described the issue 
and how it prevents access to the QuickBooks data and (2) although Defendants were seeking a 
two-week extension, Defendants agree to produce the data at the earliest possible date, as soon as 
it is available.  The Court granted the extension request and extended the deadline to June 10, 2025. 
See ECF Nos. 246, 247.  
5. 
On June 6, 2025, after having heard nothing from Defendants about progress on the 
QuickBooks data export for 9 days, the Reserve Bank inquired with Defendants.  Defendants 
responded that the investigation into the incident was ongoing and that they would share additional 
details during the meet-and-confer discussion that the Reserve Bank has requested on Monday, 
June 9, 2025, to discuss ongoing discovery issues.1 
 
1  
Defendants also said that Intuit, the owner of the QuickBooks software, was unable to independently obtain 
the data. 
Case 3:23-cv-01034-GMM     Document 260     Filed 06/11/25     Page 2 of 5

 
 
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6. 
On June 9, 2025, the parties met via phone.  Defendants indicated for the first time 
that they would request a second extension, mentioned that Defendants had brought additional 
resources to address the incident, and inquired whether the Reserve Bank would oppose a second 
extension request.  The Reserve Bank stated it would consider a concrete request for extension 
depending on the circumstances but would, at a minimum, require additional declarations 
regarding the ongoing investigation of the incident, including from third parties involved.  
Defendants agreed to follow up with additional details when they requested an extension.  
7. 
At 2:42pm EST on June 10, 2025, Defendants informed the Reserve Bank that they 
would request a second extension and stated their understanding of the Reserve Bank’s position.   
Defendants provided no further details regarding the investigation.  The Reserve Bank promptly 
responded that it would not oppose a two-week extension provided that Defendants filed three 
declarations under penalty of perjury: 
i. 
An additional declaration from a Benworth employee with personal knowledge 
about the current security incident, including what has been learned about the 
incident since May 28, 2025 and Benworth’s efforts to have Intuit facilitate 
production of the data and why that alternative is not feasible, filed on June 10 with 
the Second QuickBooks Extension Request; 
 
ii. 
A declaration from someone at Opsys about the current situation, their progress on 
restoring the data on Benworth FL’s servers, and why Opsys’ initial estimate about 
the time required to restore the data proved incorrect, filed by Thursday, June 12; 
and 
 
iii. 
A declaration from someone at the additional third party recently hired to address 
the current security incident, including when they were contacted to provide 
assistance to Benworth, their current assessment of the nature of the incident, why 
the QuickBooks data is inaccessible, and their good faith estimate of the time 
required to produce the data, filed by Thursday, June 12. 
 
8. 
The Reserve Bank does not oppose Defendants’ requested extension provided that 
the conditions stated above are satisfied.  The Reserve Bank will continue to confer with 
Defendants regarding the QuickBooks data export.  
Case 3:23-cv-01034-GMM     Document 260     Filed 06/11/25     Page 3 of 5

 
 
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Respectfully submitted in San Juan, Puerto Rico on June 11, 2025. 
Thomas S. Kessler (admitted pro hac vice) 
tkessler@cgsh.com 
 
CLEARY GOTTLIEB STEEN & 
HAMILTON LLP 
One Liberty Plaza 
New York, New York 10006 
Telephone: (212) 225-2000 
Facsimile: (212) 225-3999 
Attorneys for the Federal Reserve Bank of 
San Francisco  
 
 
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 
 
O’NEILL & BORGES LLC 
250 Muñoz Rivera Ave., Ste. 800 
San Juan, PR 00918-1813 
Tel: (787) 764-8181 
Fax: (787) 753-8944 
Attorneys for the Federal Reserve Bank of 
San Francisco 
 
 
 
Case 3:23-cv-01034-GMM     Document 260     Filed 06/11/25     Page 4 of 5

 
 
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CERTIFICATE OF SERVICE 
 
 
I certify that on June 11, 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/ Aníbal A. Román Medina 
 
 
 
 
Case 3:23-cv-01034-GMM     Document 260     Filed 06/11/25     Page 5 of 5

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