This document is a Form ADV Part 2A for iCapital Advisors, LLC, providing information about the firm's qualifications, business practices, and updates for 2018. It includes details on advisory business, fees, compensation, methods of analysis, investment strategies, risk factors, and affiliations. The document also outlines the firm's code of ethics, conflicts of interest, and privacy policy.
documents/vol00010-efta01440262-pdf.pdf
{"title":"iCapital Advisors, LLC Form ADV Part 2A","key_people":["Ian Slome","Eileen Duff Blalock","Phil Pool","John Robertshaw","Daniel Vene","Nicholas Veronis","Michael Stanton"],"document_date":"2018-03-30","document_type":"correspondence","key_locations":["New York, NY","Chicago","London"],"document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","iCapital Network","Credit Suisse","Donaldson, Lufkin & Jenrette","First Avenue Partners","Fir Tree Partners","Eaton Partners","Veronis Suhler Stevenson","Atlas Advisors"],"reference_numbers":["GLDUS138"]}