The document outlines potential conflicts of interest, fee structures, valuation methods, educational programs, and privacy policies related to iCapital Advisors, LLC and its affiliates. It discusses management fees for brokerage limited partners, conflicts of interest in fund valuations, and educational programs for financial advisers. The privacy policy emphasizes confidentiality and security of investors' personal information.
documents/vol00010-efta01364598-pdf.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","Institutional Capital Network"],"reference_numbers":["DB-SDNY-0055146","SDNY_GM_00201330","EFTA01364598"]}