Illegal Activity
none
Blackmail
none
Date
2018
Document Type
other
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is iCapital Advisors, LLC's Form ADV Part 2A, providing an annual update to their brochure. It details material changes, advisory business, fees, and other relevant information about the company and its operations.
Metadata
- Subject
- Form ADV Part 2A - iCapital Advisors, LLC
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0093941
- Date
- 2018
Relationships 5
| 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 wholly-owned by Institutional Capital Network, Inc. |
| iCapital Securities, LLC | business | iCapital Advisors, LLC | iCapital Securities serves as the Firm's private placement agent in respect of many Funds advised by iCapital. |
| Institutional Capital Network, Inc. | acquisition | Deutsche Bank | Institutional Capital Network, Inc. acquired the U.S. private equity access fund platform from the Asset Management division of Deutsche Bank. |
| iCapital | business | Fidelity Brokerage Services LLC | iCapital's business relationship with Fidelity Brokerage Services LLC. |
Financial Information
Transactions:
- Acquisition of U.S. private equity access fund platform from Deutsche Bank by Institutional Capital Network, Inc.
Public Knowledge
- Context
- This is a regulatory filing (Form ADV) which is generally available to the public.
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 16
EverVVatch FinancialiCapital Advisors, LLCInstitutional Capital Network, Inc.iCapital Securities, LLCSECFinancial Industry Regulatory AuthorityiCapital Carlyle Property Investors Access Fund, LP.iCapital-SV7: L.P.iCapital-SLP V Access Fund, LP.iCapital-MSD Private Credit Opportunity II Access Fund, L.P.iCapital-BTAS IV Access Fund, LP.BTAS IV Private Investors (U.S.), L.P.Invesco Venture Alpha Feeder Fund, L.P.Private Equity Select MasterDeutsche BankFidelity Brokerage Services LLC
Locations 2
New York, NYU.S.
Text Analysis
- Tone
- Professional
- Purpose
- To provide an annual update to iCapital's brochure, including changes to fees, diligence, and business relationships.
- Significance
- This document provides insight into the structure, operations, and affiliations of iCapital Advisors, LLC.
File Info
- File Name
- EFTA01389579.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:49.992796
- DOJ Source
- View on DOJ