The document is a Form ADV Part 2A for iCapital Advisors, LLC, detailing relationships with various financial institutions and potential conflicts of interest. It discusses the involvement of BNY Capital Corporation, BlackRock, Credit Suisse, Morgan Stanley, and UBS in iCapital's operations and investments. The document also outlines iCapital's Code of Ethics to manage conflicts of interest and ensure ethical trading practices.
doj/DataSet10/EFTA01391620.pdf
{"document_type":"financial","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","BNY Capital Corporation","Institutional Capital Network, Inc.","BlackRock, Inc.","Credit Suisse Group AG","Morgan Stanley Smith Barney","UBS Financial Services"]}