The document outlines the investment management and custody practices of iCapital Advisors, LLC, including collaboration with Fidelity Brokerage Services LLC and National Financial Services LLC. It details compensation arrangements, custody rules, and investment discretion policies.
doj/DataSet10/EFTA01389181.pdf
{"title":"iCapital Advisors, LLC - Form ADV Part 2A","document_type":"financial","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","Fidelity Brokerage Services LLC","National Financial Services LLC","Institutional Capital Network, Inc."],"reference_numbers":["DB-SDNY-0093534","SDNY_GM_00239718","EFTA01389181"]}