The document outlines potential conflicts of interest, fee structures, valuation methods, educational programs, and privacy policies related to iCapital Advisors, LLC. It discusses the involvement of management persons in soliciting investment advisers, the fee structure for brokerage limited partners, and the valuation of fund assets. It also covers educational programs for financial advisers and the privacy policy for investors' personal information.
doj/DataSet10/EFTA01389179.pdf
{"title":"iCapital Advisors, LLC - Form ADV Part 2A","key_people":["iCapital management persons"],"document_type":"financial","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","iCapital Securities","Institutional Capital Network"]}