This document is the Form ADV Part 2A and 2B for iCapital Advisors, LLC, providing information about the firm's advisory business, fees, investment strategies, and key personnel. It includes details on the firm's investment advisory services, fees, performance-based fees, types of clients, methods of analysis, and risk factors. The document also outlines the firm's code of ethics, brokerage practices, and disciplinary information. Part 2B provides supplementary information about key personnel, including their educational background, business experience, and any disciplinary history.
documents/vol00010-efta01443593-pdf.pdf
{"title":"iCapital Advisors, LLC Form ADV Part 2A and 2B","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","USA"],"document_subtype":"Form ADV Part 2A and 2B","key_organizations":["iCapital Advisors, LLC","iCapital Securities, LLC","Institutional Capital Network, Inc.","Credit Suisse","BlackRock, Inc.","Credit Suisse Group AG","Morgan Stanley","UBS Financial Services","Fidelity Brokerage Services LLC","National Financial Services LLC"],"reference_numbers":["EFTA01443593","EFTA01443594","EFTA01443595","EFTA01443596","EFTA01443597","EFTA01443598","EFTA01443599","EFTA01443600","EFTA01443601","EFTA01443602","EFTA01443603","EFTA01443604","EFTA01443605","EFTA01443606","EFTA01443607","EFTA01443608","EFTA01443609","EFTA01443610","EFTA01443611","EFTA01443612","EFTA01443613","EFTA01443614","EFTA01443615","EFTA01443616","EFTA01443617","EFTA01443618","EFTA01443619","EFTA01443620","EFTA01443621","EFTA01443622","EFTA01443623","EFTA01443624","EFTA01443625","EFTA01443626","EFTA01443627","EFTA01443628","EFTA01443629","EFTA01443630","EFTA01443631","EFTA01443632","EFTA01443633","EFTA01443634","EFTA01443635","EFTA01443636","EFTA01443637","EFTA01443638","EFTA01443639","EFTA01443640","EFTA01443641","EFTA01443642","EFTA01443643","EFTA01443644","EFTA01443645","EFTA01443646","EFTA01443647","EFTA01443648","EFTA01443649","EFTA01443650","EFTA01443651","EFTA01443652","EFTA01443653"]}