Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
Form ADV Part 2B
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:40
Summary
This document is Form ADV Part 2B, providing background information on John C. Robertshaw, including his educational background, business experience, and affiliations with various financial institutions. It also states that iCapital Advisors instructs its employees to prioritize client interests.
Metadata
- Subject
- John C. Robertshaw - Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0038685
- Date
- —
Relationships 7
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| John C. Robertshaw | Member of investment committee | iCapital Advisors. LLC | Mr. Robertshaw is a member of iCapital Advisor's investment committee. |
| John C. Robertshaw | Co-Founder and Special Advisor | iCapital Network | Mr. Robertshaw is a Co-Founder and Special Advisor to iCapital Network. |
| John C. Robertshaw | Vice Chairman | Credit Suisse Securities (USA) LLC | Until 2016. he served as a Vice Chairman of Credit Suisse Securities (USA) LLC. |
| John C. Robertshaw | Co-Head of the Private Fund Group | Credit Suisse | He served as Co-Head of the Private Fund Group at Credit Suisse from 2004 through 2013 |
| John C. Robertshaw | Managing Director in the Private Fund Group | Donaldson, Lufkin & Jenrette | Mr. Robertshaw joined DLJ in September 1995 |
| John C. Robertshaw | Private Equity Placements | Salomon Brothers | He spent seven years with Salomon, the last five as a private placement specialist. |
| Michael Stanton | CCO | iCapital | Mr. Michael Stanton, iCapital's CCO. supervises Mr. Robertshaw for compliance purposes. |
Notable Quotes 1
All employees of iCapital Advisors are instructed to put client interest first at all times.
Financial Information
Amounts:$250 billion
Raw Analysis JSON
click to expand
Themes
Employment/staffingBusiness dealingsFinancial transactions/money flow
Organizations 9
iCapital Advisors. LLCiCapital NetworkCredit Suisse Securities (USA) LLCCredit SuisseDonaldson, Lufkin & JenretteDLJSalomon BrothersiCapital Securities. LLCYale University
Financial Entities 3
Credit Suisse Securities (USA) LLCCredit SuisseSalomon Brothers
Text Analysis
- Tone
- Informative
- Purpose
- To provide background information on John C. Robertshaw for Form ADV Part 2B.
- Significance
- This document provides details about John C. Robertshaw's professional experience and affiliations, which is relevant for assessing his qualifications and potential conflicts of interest.
File Info
- File Name
- EFTA01354091.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:40:58.138684
- DOJ Source
- View on DOJ