The document outlines potential conflicts of interest, fee structures, valuation methods, educational programs, and privacy policies related to iCapital Advisors, LLC. It discusses the involvement of management persons in soliciting investment advisers, the fee structure for brokerage limited partners, valuation conflicts, educational programs for financial advisers, and privacy policies for investors' personal information.
doj/DataSet10/EFTA01390998.pdf
{"title":"iCapital Advisors, LLC - Form ADV Part 2A","document_type":"financial","document_subtype":"Form ADV Part 2A","key_organizations":["iCapital Advisors, LLC","Third Lake Capital"],"reference_numbers":["DB-SDNY-0095710","SDNY_GM_00241894","EFTA01390998"]}