Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
Form ADV Part 2B
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
This document is Form ADV Part 2B, providing information on Eileen Duff Blalock's background and experience at iCapital Advisors. It details her roles at iCapital Network, Credit Suisse, and Donaldson, Lufkin & Jenrette, as well as her educational background and FINRA licenses.
Metadata
- Subject
- Eileen Duff Blalock - Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0038683
- Date
- —
Relationships 6
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Eileen Duff Blalock | Member of Investment Committee | iCapital Advisors LLC | Ms. Blalock is a member of iCapital Advisor's investment committee. |
| Eileen Duff Blalock | Managing Partner and Head of Distribution | iCapital Network | Ms. Blalock is Managing Partner and Head of Distribution for iCapital Network |
| Eileen Duff Blalock | Head of Alternative Investments, North America | Credit Suisse | Eileen was Head of Alternative Investments, North America at Credit Suisse |
| Eileen Duff Blalock | Global Marketing | Donaldson, Lufkin & Jenrette | Ms. Blalock was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. |
| Eileen Duff Blalock | Principal | iCapital Securities, LLC | Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. |
| Michael Stanton | Supervisor | Eileen Duff Blalock | Mr. Michael Stanton, iCapital's CCO, supervises Ms. Blalock 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 dealingsCommunications/correspondenceLegal matters/litigation
Organizations 6
iCapital Advisors LLCiCapital NetworkCredit SuisseDonaldson, Lufkin & JenretteUniversity of DelawareiCapital Securities, LLC
Locations 1
North America
Financial Entities 1
Credit Suisse
Text Analysis
- Tone
- Professional
- Purpose
- To provide information about Eileen Duff Blalock's educational background and business experience as part of Form ADV Part 2B.
- Significance
- This document provides background information on a key member of iCapital Advisors, including her experience and responsibilities.
File Info
- File Name
- EFTA01354089.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:07.646454
- DOJ Source
- View on DOJ