Illegal Activity
none
Blackmail
none
Date
2018-03-30
Document Type
Brochure Supplement
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is a Form ADV Part 2B brochure supplement for iCapital Advisors, LLC, providing information about Eileen Duff Blalock, Phil Pool, John Robertshaw, Daniel Vene, and Nicholas Veronis. It also provides contact information for the Chief Compliance Officer for questions about the brochure.
Metadata
- Subject
- FORM ADV PART 2B: Brochure Supplement
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0038250
- Date
- 2018-03-30
Relationships 1
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Michael Stanton | Employment | iCapital Advisors, LLC | Michael Stanton is the Chief Compliance Officer of iCapital Advisors, LLC. |
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowLegal matters/litigationBusiness dealingsCommunications/correspondence
Organizations 2
iCapital Advisors, LLCSEC
Locations 2
New York, NY60 East 42"d Street, 26th Floor
Text Analysis
- Tone
- Informative
- Purpose
- To provide supplemental information about specific individuals associated with iCapital Advisors, LLC.
- Significance
- This document is a regulatory filing providing information about key personnel at iCapital Advisors, LLC.
File Info
- File Name
- EFTA01353744.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:13.963877
- DOJ Source
- View on DOJ