Illegal Activity
none
Blackmail
none
Date
2018
Document Type
Form ADV Part 2A
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:40
Summary
This document is iCapital Advisors, LLC's Form ADV Part 2A, providing an annual update to their brochure. It includes information about material changes, advisory business, fees, and other relevant details for investors.
Metadata
- Subject
- iCapital Advisors, LLC Form ADV Part 2A
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0093509
- Date
- 2018
Relationships 3
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| iCapital Advisors, LLC | Subsidiary | Institutional Capital Network, Inc. | iCapital Advisors, LLC is wholly-owned by Institutional Capital Network, Inc. |
| iCapital Securities, LLC | Subsidiary | Institutional Capital Network, Inc. | iCapital Securities, LLC is a wholly-owned subsidiary of Institutional Capital Network, Inc. |
| iCapital Securities, LLC | Private Placement Agent | iCapital Advisors, LLC | iCapital Securities serves as the Firm's private placement agent in respect of many Funds advised by iCapital. |
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealingsLegal matters/litigation
Organizations 16
Georgetown University EndowmentiCapital Advisors, LLCInstitutional Capital Network, Inc.iCapital Securities, LLCSECFinancial Industry Regulatory AuthorityFidelity Brokerage Services LLCDeutsche BankiCapital Carlyle Property Investors Access Fund, LPiCapital-SV7: L.P.iCapital-SLP V Access Fund, LPiCapital-MSD Private Credit Opportunity II Access Fund, L.P.iCapital-BTAS IV Access Fund, LPBTAS IV Private Investors (U.S.), L.P.Invesco Venture Alpha Feeder Fund, L.P.Private Equity Select Master
Locations 3
New York, NYU.S.Delaware
Financial Entities 2
Fidelity Brokerage Services LLCDeutsche Bank
Text Analysis
- Tone
- Professional
- Purpose
- To provide an annual update to iCapital's brochure.
- Significance
- This document provides information about iCapital's advisory business, fees, and other relevant information for investors.
File Info
- File Name
- EFTA01389156.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:40:59.379246
- DOJ Source
- View on DOJ