Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
Form ADV Part 2B
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This document is Form ADV Part 2B, providing background information on John C. Robertshaw's educational background and business experience. He has held various high-level positions in financial institutions such as Credit Suisse and Salomon Brothers and is currently a Special Advisor to iCapital Network.
Metadata
- Subject
- John C. Robertshaw Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0082456
- Date
- —
Relationships 10
| 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 | Private Fund Group at Credit Suisse | He served as Co-Head of the Private Fund Group at Credit Suisse from 2004 through 2013 |
| John C. Robertshaw | Member | Asset Management Operating Committee at Credit Suisse | He also served as a member of the Asset Management Operating Committee at Credit Suisse. |
| John C. Robertshaw | Member | Alternative Investments Operating Committee at Credit Suisse | He also served as a member of the Alternative Investments Operating Committee at Credit Suisse. |
| John C. Robertshaw | Employee | Credit Suisse | Mr. Robertshaw joined Credit Suisse in November 2000. |
| John C. Robertshaw | Managing Director | Donaldson, Lufkin & Jenrette | he was a Managing Director in the Private Fund Group. |
| John C. Robertshaw | Private Equity Placements | Salomon Brothers | he was in charge of Private Equity Placements. |
| 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
Transactions:
- Represented more than 170 funds raising in excess of $250 billion.
Raw Analysis JSON
click to expand
Themes
Employment/staffingBusiness dealingsFinancial transactions/money flow
People 2
Organizations 12
GLOUS238 SOUTHERN FINANCIAL LLCiCapital Advisors. LLCiCapital NetworkCredit Suisse Securities (USA) LLCCredit SuisseDonaldson, Lufkin & JenretteDLJSalomon BrothersiCapital Securities. LLCAsset Management Operating CommitteeAlternative Investments Operating CommitteePrivate Fund Group
Locations 2
USAYale University
Financial Entities 2
Credit Suisse Securities (USA) LLCSalomon Brothers
Text Analysis
- Tone
- Informative
- Purpose
- To provide background information on John C. Robertshaw as part of Form ADV Part 2B.
- Significance
- Provides details on Mr. Robertshaw's experience in the financial industry.
File Info
- File Name
- EFTA01382908.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:18.510718
- DOJ Source
- View on DOJ