Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
legal filing
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This document is Form ADV Part 2B for Phil Pool, providing his educational background, business experience, and other business activities. It states that he is a member of iCapital Advisor's investment committee, Co-Founder and Chairman of iCapital Network, and Co-Chairman of First Avenue Partners, among other roles.
Metadata
- Subject
- Form ADV Part 2B - Phil Pool
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0038252
- Date
- —
Relationships 8
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Phil Pool | member of investment committee | iCapital Advisors. LLC | Phil Pool is a member of iCapital Advisor's investment committee. |
| Phil Pool | Co-Founder and Chairman of the Board | iCapital Network | Phil Pool is Co-Founder and Chairman of the Board of iCapital Network. |
| Phil Pool | Co-Chairman | First Avenue Partners | Phil Pool serves as Co-Chairman of First Avenue Partners. |
| Phil Pool | partner | Willis Stein & Partners | Mr. Pool was a partner of Willis Stein & Partners. |
| Phil Pool | Managing Director | Credit Suisse | Mr. Pool worked as a Managing Director of Credit Suisse. |
| Phil Pool | Board of Directors | The Teagle Foundation | He serves on the Board of Directors of The Teagle Foundation. |
| Phil Pool | Principal | iCapital Securities, LLC | Mr. Pool is a Board Member at iCapital Network and Principal of iCapital Securities, LLC. |
| Michael Stanton | Supervisor | Phil Pool | Mr. Michael Stanton supervises Mr. Pool for compliance purposes. |
Notable Quotes 1
All employees of iCapital Advisors are instructed to put client interest first at all times.
Raw Analysis JSON
click to expand
Themes
Employment/staffingBusiness dealingsLegal matters/litigation
People 2
Organizations 14
Dimension Capital ManagementiCapital Advisors. LLCiCapital NetworkFirst Avenue PartnersWillis Stein & PartnersCredit SuisseCSFBDonaldson, Lufkin & Jenrette Securities CorporationMerrill LynchKidder, Peabody & Co.Columbia UniversityMcIntire School of Commerce of the University of VirginiaThe Teagle FoundationiCapital Securities, LLC
Locations 3
LondonNew YorkChicago
Financial Entities 5
Credit SuisseCSFBDonaldson, Lufkin & Jenrette Securities CorporationMerrill LynchKidder, Peabody & Co.
Text Analysis
- Tone
- Professional
- Purpose
- To provide information about Phil Pool's background and business activities as part of Form ADV Part 2B.
- Significance
- This document provides background information on Phil Pool, a key individual at iCapital Advisors, including his educational background, business experience, and other business activities.
File Info
- File Name
- EFTA01353745.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:33.942193
- DOJ Source
- View on DOJ