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 information on Eileen Duff Blalock's educational background and business experience. She is a Managing Partner and Head of Distribution for iCapital Network and has held various leadership positions in other financial institutions.
Metadata
- Subject
- Eileen Duff Blalock - Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0082454
- 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 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.
Financial Information
Assets:
- private equity
- hedge funds
- managed futures
- real estate
Raw Analysis JSON
click to expand
Themes
Employment/staffingBusiness dealingsFinancial transactions/money flow
People 2
Organizations 7
GLOUS238 SOUTHERN FINANCIAL LLCiCapital Advisors. LLCiCapital NetworkCredit SuisseDonaldson, Lufkin & JenretteUniversity of DelawareiCapital Securities, LLC
Locations 1
North America
Financial Entities 1
Credit Suisse
Text Analysis
- Tone
- Informative
- Purpose
- To provide information on Eileen Duff Blalock's background and experience as part of Form ADV Part 2B.
- Significance
- This document provides background information on a key member of iCapital Advisor's investment committee and her previous experience in the financial industry.
File Info
- File Name
- EFTA01382906.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:40:59.951998
- DOJ Source
- View on DOJ