The document outlines iCapital Advisors, LLC's investment strategies, methods of analysis, and risk management for their Private Access Funds and Direct Investment Funds. It details the due diligence process employed by iCapital, which includes both qualitative and quantitative assessments of fund managers and investment opportunities. The document emphasizes iCapital's approach to providing investors access to select fund managers at lower investment minimums through a bottom-up diligence approach.
doj/DataSet10/EFTA01394430.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"],"reference_numbers":["GLDUS140"]}