This document is an amendment to iCapital's brochure for 2018, updating the previous version from March 31, 2017. It includes routine updates, changes to investor servicing fees, diligence scope on certain funds, and business relationships with Fidelity Brokerage Services LLC. It also notes the acquisition of a private equity access fund platform from Deutsche Bank by iCapital's parent company.
doj/DataSet10/EFTA01391284.pdf
{"title":"iCapital Advisors, LLC Form ADV Part 2A","key_people":["Institutional Capital Network, Inc."],"document_date":"2018","document_type":"financial","key_locations":["New York, NY"],"document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","Fidelity Brokerage Services LLC","Deutsche Bank","iCapital Securities, LLC","Financial Industry Regulatory Authority"],"reference_numbers":["DB-SDNY-0096119","SDNY_GM_00242303","EFTA01391284"]}