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 for Phil Pool, providing details on his educational background, business experience, and other business activities. It outlines his roles at iCapital Advisors, iCapital Network, First Avenue Partners, and previous positions at other financial institutions, as well as his supervision for compliance purposes.
Metadata
- Subject
- Phil Pool - Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0038684, SDNY_GM_00184868
- Date
- —
Relationships 7
| 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 also 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 | He worked as a Managing Director of Credit Suisse. |
| 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 dealingsFinancial transactions/money flow
Organizations 13
iCapital 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 4
LondonNew YorkChicagoUniversity of Virginia
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 experience as part of Form ADV Part 2B.
- Significance
- This document provides background information on Phil Pool, a key member of iCapital Advisors, including his educational background, business experience, and other business activities.
File Info
- File Name
- EFTA01354090.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:35.605006
- DOJ Source
- View on DOJ