The document outlines the due diligence process of iCapital Advisors, LLC for evaluating investment opportunities, particularly in hedge funds. It describes a multi-stage process involving market opportunity assessment, manager evaluation, and comprehensive reviews by both iCapital and Castle Hall Alternatives Inc. The final decision for marketing an investment opportunity requires unanimous approval from iCapital's Investment Committee.
doj/DataSet10/EFTA01390013.pdf
{"title":"iCapital Advisors, LLC Form ADV Part 2A","key_people":["Ian Slome"],"document_type":"other","document_subtype":"investment advisory document","key_organizations":["iCapital Advisors, LLC","Castle Hall Alternatives Inc."],"reference_numbers":["GLDUS138","DB-SDNY-0094382","SDNY_GM_00240566","EFTA01390013"]}