Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
Form ADV Part 2B
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is Form ADV Part 2B for John C. Robertshaw, providing his educational background and business experience. It details his roles at iCapital Advisors, Credit Suisse, DLJ, and Salomon Brothers, and states that he has no disciplinary events and is supervised by Michael Stanton for compliance.
Metadata
- Subject
- John C. Robertshaw Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0093539
- Date
- —
Relationships 8
| 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 of the Private Fund Group | Credit Suisse | He served as Co-Head of the Private Fund Group at Credit Suisse from 2004 through 2013 |
| 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. |
| John C. Robertshaw | Special Advisor | iCapital Securities. LLC | Mr. Robertshaw is a Special Advisor to iCapital Securities. LLC. |
| Michael Stanton | Supervisor | John C. Robertshaw | 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
Raw Analysis JSON
click to expand
Themes
Employment/staffingBusiness dealingsFinancial transactions/money flow
People 2
Organizations 9
Georgetown University EndowmentiCapital Advisors. LLCiCapital NetworkCredit Suisse Securities (USA) LLCCredit SuisseDonaldson, Lufkin & JenretteDLJSalomon BrothersiCapital Securities. LLC
Locations 1
USA
Financial Entities 3
Credit Suisse Securities (USA) LLCCredit SuisseSalomon Brothers
Text Analysis
- Tone
- Informative
- Purpose
- To provide information about John C. Robertshaw's educational background and business experience as part of iCapital Advisor's Form ADV Part 2B.
- Significance
- This document provides background information on a key individual within iCapital Advisors, which is relevant for understanding the firm's investment expertise and compliance oversight.
File Info
- File Name
- EFTA01389186.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:03.511382
- DOJ Source
- View on DOJ