This document is the 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 services, fees, investment strategies, risk factors, and conflicts of interest. The document also outlines the firm's relationships with other financial entities and its compliance with regulatory requirements.
documents/vol00010-efta01438649-pdf.pdf
{"title":"iCapital Advisors, LLC Form ADV Part 2A","key_people":["Eileen Duff Blalock","Phil Pool","John C. Robertshaw","Daniel Vene","Nicholas Veronis","Michael Stanton"],"document_date":"2018-03-30","document_type":"legal","key_locations":["New York, NY"],"document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","Georgetown University Endowment","Institutional Capital Network, Inc.","Credit Suisse","Donaldson, Lufkin & Jenrette","Fidelity Brokerage Services LLC","Gen II Fund Services, LLC","BNY Capital Corporation","BlackRock, Inc.","Credit Suisse Group AG","Morgan Stanley","UBS Financial Services"],"reference_numbers":["EFTA01438649","EFTA01438650","EFTA01438651","EFTA01438652","EFTA01438653","EFTA01438654","EFTA01438655","EFTA01438656","EFTA01438657","EFTA01438658","EFTA01438659","EFTA01438660","EFTA01438661","EFTA01438662","EFTA01438663","EFTA01438664","EFTA01438665","EFTA01438666","EFTA01438667","EFTA01438668","EFTA01438669","EFTA01438670","EFTA01438671","EFTA01438672","EFTA01438673","EFTA01438674","EFTA01438675","EFTA01438676","EFTA01438677","EFTA01438678","EFTA01438679","EFTA01438680","EFTA01438681","EFTA01438682","EFTA01438683","EFTA01438684","EFTA01438685","EFTA01438686","EFTA01438687","EFTA01438688","EFTA01438689","EFTA01438690","EFTA01438691","EFTA01438692","EFTA01438693","EFTA01438694","EFTA01438695","EFTA01438696","EFTA01438697","EFTA01438698","EFTA01438699","EFTA01438700","EFTA01438701","EFTA01438702","EFTA01438703","EFTA01438704","EFTA01438705","EFTA01438706","EFTA01438707","EFTA01438708","EFTA01438709"]}