The document outlines the due diligence process of iCapital Advisors, LLC for assessing investment opportunities, particularly in hedge funds. It describes a multi-stage evaluation process including market opportunity assessment, manager identification, initial and deep dive diligence, and final approval by the Investment Committee. The process involves both internal assessments and external evaluations by Castle Hall Alternatives Inc.
doj/DataSet10/EFTA01393207.pdf
{"key_people":["iCapital Investment Committee"],"document_type":"financial","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","Castle Hall Alternatives Inc."],"reference_numbers":["DB-SDNY-0098694","SDNY_GM_00244878","EFTA01393207"]}