The document is a Form ADV Part 2A for iCapital Advisors, LLC, detailing their brokerage practices, account review processes, and client referral policies. It outlines the firm's approach to brokerage practices, including the selection of brokers and the use of 'soft dollar' credits. The document also describes the review process for fund performance and investor account statements, as well as the role of iCapital Securities, LLC in client referrals and compensation.
documents/EFTA01386512.pdf
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