This document outlines the investment selection process and associated risks for iCapital Advisors, LLC, particularly focusing on Private Access Funds and the potential risks involved in investing in securities. It emphasizes the importance of due diligence and the potential for conflicts of interest, fraudulent behavior, and operational weaknesses that may lead to substantial losses. The document advises prospective investors to consult professional advisers and review legal documents before investing.
doj/DataSet10/EFTA01389164.pdf
{"title":"Form ADV Part 2A - iCapital Advisors, LLC","key_people":["iCapital Advisors, LLC"],"document_type":"financial","document_subtype":"investment advisory document","key_organizations":["Georgetown University Endowment","iCapital Advisors, LLC"],"reference_numbers":["DB-SDNY-0093517","SDNY_GM_00239701","EFTA01389164"]}