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, the valuation of fund assets, and the provision of educational programs for financial advisers. It also details iCapital's commitment to maintaining the confidentiality and security of investors' personal information.
doj/DataSet10/EFTA01394443.pdf
{"title":"iCapital Advisors, LLC - Form ADV Part 2A","key_people":["Lawrence Hirsch"],"document_type":"legal","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","iCapital Securities"],"reference_numbers":["GLDUS140"]}