The document is a Form ADV Part 2A for iCapital Advisors, LLC, detailing their investment strategies, methods of analysis, and risk management. It outlines the due diligence process for selecting fund managers and sub-advisers, focusing on providing investors access to select fund managers at lower investment minimums. The document describes a three-stage due diligence process involving quantitative and qualitative assessments, including market analysis, manager track record evaluation, and comprehensive reviews of investment strategies and team competencies.
doj/DataSet10/EFTA01393206.pdf
{"document_type":"legal","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","Aspen Grove Capital, LLC"],"reference_numbers":["DB-SDNY-0098693","SDNY_GM_00244877","EFTA01393206"]}