The document is a Form ADV Part 2A from iCapital Advisors, LLC, detailing their investment strategies, methods of analysis, and risk management. It outlines the objectives of Private Access Funds and Direct Investment Funds, focusing on providing investors access to select fund managers with lower investment minimums. The document describes iCapital's bottom-up diligence approach, including quantitative and qualitative assessments of fund managers, and the due diligence process for evaluating private equity funds.
documents/vol00010-efta01354067-pdf.pdf
{"key_people":["Henry Nicholas"],"document_type":"financial","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC"],"reference_numbers":["DB-SDNY-0038661","SDNY_GM_00184845","EFTA01354067"]}