Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
Form ADV Part 2B
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is Form ADV Part 2B for Eileen Duff Blalock, outlining her educational background, business experience, and any disciplinary information. It details her roles at iCapital Network, Credit Suisse, and Donaldson, Lufkin & Jenrette, and emphasizes the company's commitment to prioritizing client interests.
Metadata
- Subject
- Eileen Duff Blalock - Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0055151
- 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 | Responsible for global marketing in the private client group | Donaldson, Lufkin & Jenrette | Ms. Blalock was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. |
| Michael Stanton | CCO | iCapital | Mr. Michael Stanton, iCapital's CCO, supervises Ms. Blalock for compliance purposes. |
| Eileen Duff Blalock | Principal | iCapital Securities, LLC | Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. |
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
People 2
Organizations 7
SOUTHERN FINANCIAL LLCiCapital Advisors. LLCiCapital NetworkCredit SuisseDonaldson, Lufkin & JenretteiCapital Securities, LLCUniversity of Delaware
Locations 1
North America
Financial Entities 1
Credit Suisse
Text Analysis
- Tone
- Professional
- Purpose
- To provide information about Eileen Duff Blalock's background and experience as required by Form ADV Part 2B.
- Significance
- This document provides background information on Eileen Duff Blalock, a key figure at iCapital Network and iCapital Advisors, including her educational background, business experience, and any disciplinary information.
File Info
- File Name
- EFTA01364603.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:58.917292
- DOJ Source
- View on DOJ