The document discusses various investment risks associated with funds managed by iCapital Advisors, LLC. It highlights risks related to settlement delays, investments in small or medium-sized companies, liquidity of investments, convertible securities, and participation certificates. The document emphasizes the potential for increased volatility, liquidity issues, and counterparty risks.
documents/vol00010-efta01364591-pdf.pdf
{"title":"iCapital Advisors, LLC - Form ADV Part 2A","document_type":"financial","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","Southern Financial LLC"],"reference_numbers":["DB-SDNY-0055139","SDNY_GM_00201323","EFTA01364591"]}