The document outlines the relationships and potential conflicts of interest involving iCapital Advisors, LLC, its parent company Institutional Capital Network, Inc., and various financial institutions. It discusses the ownership interests and investments by entities such as BNY Capital Corporation, BlackRock, Credit Suisse, Morgan Stanley, and UBS in iCapital's parent company. The document also covers iCapital's Code of Ethics, which aims to prevent conflicts of interest and insider trading among its employees.
documents/vol00010-efta01353742-pdf.pdf
{"title":"iCapital Advisors, LLC - Form ADV Part 2A","document_type":"legal","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","Institutional Capital Network, Inc.","BNY Capital Corporation","BlackRock, Inc.","Credit Suisse Group AG","Morgan Stanley Smith Barney","UBS Financial Services"]}