EFTA01364607.txt Text dataset_10 View on DOJ

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 the educational background and business experience of Nicholas Veronis, a member of iCapital Advisor's investment committee and Co-Founder of iCapital Network. It also includes information about disciplinary actions, other business activities, compensation, and supervision.
Metadata
Subject
Nicholas Veronis - Educational Background and Business Experience
Sender
Recipients
Document ID
DB-SDNY-0055155, SDNY_GM_00201339
Date
Relationships 6
Entity 1RelationshipEntity 2Description
Nicholas Veronis Member of Investment Committee iCapital Advisors. LLC Mr. Veronis is a member of iCapital Advisor's investment committee.
Nicholas Veronis Co-Founder and Managing Partner iCapital Network Mr. Veronis is Co-Founder and one of the Managing Partners of iCapital Network
Nicholas Veronis Managing Director Veronis Suhler Stevenson Mr. Veronis spent 11 years at Veronis Suhler Stevenson, a middle market private equity firm where he was a Managing Director
Nicholas Veronis Operating Advisor Atlas Advisors Mr. Veronis was previously an operating advisor to Atlas Advisors
Nicholas Veronis Supervisee/Supervisor Michael Stanton Mr. Michael Stanton, iCapital's CCO, supervises Mr. Veronis for compliance purposes.
Nicholas Veronis Employee iCapital Securities. LLC Mr. Vene is a Managing Partner at Capital Network and employee of iCapital Securities. LLC.
Notable Quotes 1
All employees of iCapital Advisors are instructed to put client interest first at all times.
Media & Journalist References
  • The Boston Business Journal
  • The Star-Ledger
Public Knowledge
Context
Information disclosed in Form ADV Part 2B is generally available to clients and prospective clients.
Raw Analysis JSON click to expand
Themes
Employment/staffingBusiness dealings
Organizations 12
GLOUS238 SOUTHERN FINANCIAL LLCiCapital Advisors. LLCiCapital NetworkVeronis Suhler StevensonVSSAtlas AdvisorsNewhouse NewspapersiCapital Securities. LLCThe Boston Business JournalThe Star-LedgerTrinity CollegeFINRA
Locations 1
New York
Text Analysis
Tone
Informative
Purpose
To provide background information on Nicholas Veronis as part of Form ADV Part 2B.
Significance
This document provides information about Nicholas Veronis's background and experience, which is required disclosure for investment advisors.
File Info
File Name
EFTA01364607.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42:14.663851
DOJ Source
View on DOJ