This document is a Form ADV Part 2A for iCapital Advisors, LLC, providing information about the firm's advisory business, fees, and compensation, as well as potential conflicts of interest. It includes details about the firm's investment strategies, risk factors, and affiliations with other financial entities. The document also outlines the firm's code of ethics, privacy policy, and brokerage practices.
documents/vol00010-efta01428879-pdf.pdf
{"title":"iCapital Advisors, LLC Form ADV Part 2A","key_people":["Eileen Duff Blalock","Phil Pool","John Robertshaw","Daniel Vene","Nicholas Veronis","Michael Stanton"],"document_date":"2018-03-30","document_type":"financial","key_locations":["New York, NY","USA"],"document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","iCapital Network","Credit Suisse","Donaldson, Lufkin & Jenrette","First Avenue Partners","Fir Tree Partners","Eaton Partners","Veronis Suhler Stevenson","Atlas Advisors"],"reference_numbers":["EFTA01428879","EFTA01428880","EFTA01428881","EFTA01428882","EFTA01428883","EFTA01428884","EFTA01428885","EFTA01428886","EFTA01428887","EFTA01428888","EFTA01428889","EFTA01428890","EFTA01428891","EFTA01428892","EFTA01428893","EFTA01428894","EFTA01428895","EFTA01428896","EFTA01428897","EFTA01428898","EFTA01428899","EFTA01428900","EFTA01428901","EFTA01428902","EFTA01428903","EFTA01428904","EFTA01428905","EFTA01428906","EFTA01428907","EFTA01428908","EFTA01428909","EFTA01428910","EFTA01428911","EFTA01428912","EFTA01428913","EFTA01428914","EFTA01428915","EFTA01428916","EFTA01428917","EFTA01428918","EFTA01428919","EFTA01428920","EFTA01428921","EFTA01428922","EFTA01428923","EFTA01428924","EFTA01428925","EFTA01428926","EFTA01428927","EFTA01428928","EFTA01428929","EFTA01428930","EFTA01428931","EFTA01428932","EFTA01428933","EFTA01428934","EFTA01428935","EFTA01428936","EFTA01428937","EFTA01428938","EFTA01428939"]}