This document is the Form ADV Part 2A for iCapital Advisors, LLC, providing information about the firm's qualifications, business practices, and material changes. It includes details on advisory business, fees, compensation, methods of analysis, investment strategies, risk factors, and affiliations. The document also outlines the firm's code of ethics, disciplinary information, and other financial industry activities.
documents/vol00010-efta01442887-pdf.pdf
{"title":"iCapital Advisors, LLC Form ADV Part 2A","key_people":["Eileen Duff Blalock","Phil Pool","John C. Robertshaw","Daniel Vene","Nicholas Veronis","Michael Stanton"],"document_date":"2018-03-30","document_type":"legal","key_locations":["New York, NY","USA"],"document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","iCapital Securities, LLC","Institutional Capital Network, Inc.","Credit Suisse","BlackRock, Inc.","Credit Suisse Group AG","Morgan Stanley","UBS Financial Services","Fidelity Brokerage Services LLC","National Financial Services LLC"],"reference_numbers":["EFTA01442887","EFTA01442888","EFTA01442889","EFTA01442890","EFTA01442891","EFTA01442892","EFTA01442893","EFTA01442894","EFTA01442895","EFTA01442896","EFTA01442897","EFTA01442898","EFTA01442899","EFTA01442900","EFTA01442901","EFTA01442902","EFTA01442903","EFTA01442904","EFTA01442905","EFTA01442906","EFTA01442907","EFTA01442908","EFTA01442909","EFTA01442910","EFTA01442911","EFTA01442912","EFTA01442913","EFTA01442914","EFTA01442915","EFTA01442916","EFTA01442917","EFTA01442918","EFTA01442919","EFTA01442920","EFTA01442921","EFTA01442922","EFTA01442923","EFTA01442924","EFTA01442925","EFTA01442926","EFTA01442927","EFTA01442928","EFTA01442929","EFTA01442930","EFTA01442931","EFTA01442932","EFTA01442933","EFTA01442934","EFTA01442935","EFTA01442936","EFTA01442937","EFTA01442938","EFTA01442939","EFTA01442940","EFTA01442941","EFTA01442942","EFTA01442943","EFTA01442944","EFTA01442945","EFTA01442946","EFTA01442947"]}