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 a Form ADV Part 2B providing information on Phil Pool's background and experience. It details his educational qualifications, business affiliations, and supervisory structure within iCapital Advisors.
Metadata
- Subject
- Phil Pool - Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0093538
- Date
- —
Relationships 11
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Phil Pool | Member of investment committee | iCapital Advisors. LLC | Mr. Pool is a member of iCapital Advisor's investment committee. |
| Phil Pool | Co-Founder and Chairman of the Board | iCapital Network | Mr. Pool is Co-Founder and Chairman of the Board of iCapital Network. |
| Phil Pool | Co-Chairman | First Avenue Partners | He also serves as Co-Chairman of First Avenue Partners. |
| Phil Pool | Partner | Willis Stein & Partners | Most recently, Mr. Pool was a partner of Willis Stein & Partners. |
| Phil Pool | Managing Director | Credit Suisse | Previously, he worked as a Managing Director of Credit Suisse. |
| Phil Pool | Co-founded and headed the Private Fund Group | Donaldson, Lufkin & Jenrette Securities Corporation | he co-founded and headed the Private Fund Group. |
| Phil Pool | Investment banker | Merrill Lynch | From 1985 to 1994, he was an investment banker with Merrill Lynch |
| Phil Pool | Investment banker | Kidder, Peabody & Co. | from 1980 to 1985, he was an investment banker with Kidder, Peabody & Co. |
| Phil Pool | Board of Directors | The Teagle Foundation | He serves on the Board of Directors of The Teagle Foundation. |
| Phil Pool | Principal | iCapital Securities, LLC | Mr. Pool is a Board Member at iCapital Network and Principal of iCapital Securities, LLC. |
| Michael Stanton | Supervisor | Phil Pool | Mr. Michael Stanton. iCapital's CCO. supervises Mr. Pool for compliance purposes. |
Raw Analysis JSON
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Themes
Employment/staffingBusiness dealingsFinancial transactions/money flow
People 2
Organizations 15
Georgetown University EndowmentiCapital Advisors. LLCiCapital NetworkFirst Avenue PartnersWillis Stein & PartnersCredit SuisseCSFBDonaldson, Lufkin & Jenrette Securities CorporationMerrill LynchKidder, Peabody & Co.Columbia UniversityMcIntire School of CommerceUniversity of VirginiaThe Teagle FoundationiCapital Securities, LLC
Locations 3
LondonNew YorkChicago
Financial Entities 5
Credit SuisseCSFBDonaldson, Lufkin & Jenrette Securities CorporationMerrill LynchKidder, Peabody & Co.
Text Analysis
- Tone
- Informative
- Purpose
- To provide background information on Phil Pool for Form ADV Part 2B.
- Significance
- This document provides information about Phil Pool's educational background, business experience, and other business activities, as well as information about supervision and compensation.
File Info
- File Name
- EFTA01389185.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:26.138464
- DOJ Source
- View on DOJ