The document outlines iCapital Advisors, LLC's policies on voting client securities and financial information. It specifies that iCapital does not anticipate owning equity securities with voting rights in Private Access Funds and delegates proxy voting for Direct Investment Funds to a Sub-Adviser. It also details the firm's Proxy Voting Policy and confirms no financial impairments or bankruptcy history.
doj/DataSet10/EFTA01394445.pdf
{"title":"iCapital Advisors, LLC - Form ADV Part 2A","key_people":["Lawrence Hirsch"],"document_type":"correspondence","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC"],"reference_numbers":["GLDUS140"]}