This document is a Form ADV Part 2A for iCapital Advisors, LLC, providing information about the firm's qualifications, business practices, and material changes. It includes details about the advisory business, fees, compensation, methods of analysis, investment strategies, risk factors, and affiliations. The document also outlines the firm's code of ethics, privacy policy, and other financial industry activities.
documents/vol00010-efta01439454-pdf.pdf
{"title":"iCapital Advisors, LLC Form ADV Part 2A","key_people":["Eileen Duff Blalock","Phil Pool","John Robertshaw","Daniel Vene","Nicholas Veronis","Michael Stanton"],"document_date":"2018-03-30","document_type":"financial","key_locations":["New York, NY"],"document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","iCapital Network","Credit Suisse","Donaldson, Lufkin & Jenrette","Institutional Capital Network, Inc.","Fidelity Brokerage Services LLC","Gen II Fund Services, LLC","BNY Capital Corporation","BlackRock, Inc.","Credit Suisse Group AG","Morgan Stanley","UBS Financial Services"],"reference_numbers":["EFTA01439454","EFTA01439455","EFTA01439456","EFTA01439457","EFTA01439458","EFTA01439459","EFTA01439460","EFTA01439461","EFTA01439462","EFTA01439463","EFTA01439464","EFTA01439465","EFTA01439466","EFTA01439467","EFTA01439468","EFTA01439469","EFTA01439470","EFTA01439471","EFTA01439472","EFTA01439473","EFTA01439474","EFTA01439475","EFTA01439476","EFTA01439477","EFTA01439478","EFTA01439479","EFTA01439480","EFTA01439481","EFTA01439482","EFTA01439483","EFTA01439484","EFTA01439485","EFTA01439486","EFTA01439487","EFTA01439488","EFTA01439489","EFTA01439490","EFTA01439491","EFTA01439492","EFTA01439493","EFTA01439494","EFTA01439495","EFTA01439496","EFTA01439497","EFTA01439498","EFTA01439499","EFTA01439500","EFTA01439501","EFTA01439502","EFTA01439503","EFTA01439504","EFTA01439505","EFTA01439506","EFTA01439507","EFTA01439508","EFTA01439509","EFTA01439510","EFTA01439511","EFTA01439512","EFTA01439513","EFTA01439514"]}