The document outlines potential conflicts of interest, fee structures, valuation processes, 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, valuation conflicts, educational programs for financial advisers, and the privacy policy for investors' personal information.
doj/DataSet10/EFTA01382901.pdf
{"title":"iCapital Advisors, LLC Form ADV Part 2A","document_type":"financial","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","iCapital Securities"],"reference_numbers":["DB-SDNY-0082449","SDNY_GM_00228633","EFTA01382901"]}