EFTA01389183.txt Text dataset_10 View on DOJ

Illegal Activity

none

Blackmail

none

Date

2018-03-30

Document Type

Brochure Supplement

Model

gemini-2.0-flash-001

Processed

2026-02-07T18:41

Summary

This document is a brochure supplement for iCapital Advisors, LLC, providing information about key personnel like Eileen Duff Blalock and Michael Stanton. It directs readers to the SEC website for additional information about the company.

Metadata

Subject: FORM ADV PART 2B: Brochure Supplement
Sender: —
Recipients: —
Document ID: DB-SDNY-0093536
Date: 2018-03-30

Relationships 6

Entity 1	Relationship	Entity 2	Description
Eileen Duff Blalock	Employment	iCapital Advisors, LLC	Eileen Duff Blalock is associated with iCapital Advisors, LLC.
Phil Pool	Employment	iCapital Advisors, LLC	Phil Pool is associated with iCapital Advisors, LLC.
John Robertshaw	Employment	iCapital Advisors, LLC	John Robertshaw is associated with iCapital Advisors, LLC.
Daniel Vene	Employment	iCapital Advisors, LLC	Daniel Vene is associated with iCapital Advisors, LLC.
Nicholas Veronis	Employment	iCapital Advisors, LLC	Nicholas Veronis is associated with iCapital Advisors, LLC.
Michael Stanton	Chief Compliance Officer	iCapital Advisors, LLC	Michael Stanton is the Chief Compliance Officer of iCapital Advisors, LLC.

Raw Analysis JSON click to expand

Themes

Financial transactions/money flowLegal matters/litigation

People 6

Eileen Duff Blalock Phil Pool John Robertshaw Daniel Vene Nicholas Veronis Michael Stanton

Organizations 3

Georgetown University EndowmentiCapital Advisors, LLCSEC

Locations 1

New York, NY

Text Analysis

Tone: Informative
Purpose: To provide supplemental information about individuals associated with iCapital Advisors, LLC, as part of their Form ADV Brochure.
Significance: This document provides information about key personnel at iCapital Advisors, LLC, which is relevant for investors and regulatory compliance.

File Info

File Name: EFTA01389183.txt
Dataset: dataset_10
Type: Text
Model: gemini-2.0-flash-001
Processed: 2026-02-07T18:41:03.144572
DOJ Source: View on DOJ