Illegal Activity
none
Blackmail
none
Date
2018-03-30
Document Type
Brochure Supplement
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
This document is a Form ADV Part 2B brochure supplement for iCapital Advisors, LLC, dated March 30, 2018. It provides information about Eileen Duff Blalock, Phil Pool, John Robertshaw, Daniel Vene, and Nicholas Veronis, supplementing the firm's main brochure.
Metadata
- Subject
- FORM ADV PART 2B: Brochure Supplement
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0093968
- Date
- 2018-03-30
Relationships 6
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Eileen Duff Blalock | Employment | iCapital Advisors, LLC | Associated with iCapital Advisors, LLC |
| Phil Pool | Employment | iCapital Advisors, LLC | Associated with iCapital Advisors, LLC |
| John Robertshaw | Employment | iCapital Advisors, LLC | Associated with iCapital Advisors, LLC |
| Daniel Vene | Employment | iCapital Advisors, LLC | Associated with iCapital Advisors, LLC |
| Nicholas Veronis | Employment | iCapital Advisors, LLC | Associated with iCapital Advisors, LLC |
| Michael Stanton | Employment | iCapital Advisors, LLC | Chief Compliance Officer |
Raw Analysis JSON
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Themes
Financial transactions/money flowLegal matters/litigationBusiness dealingsCommunications/correspondence
People 6
Organizations 3
EverWatch FinancialiCapital Advisors, LLCSEC
Locations 2
New York, NY60 East 42"d Street, 26th Floor, New York, NY 10165
Text Analysis
- Tone
- Informative
- Purpose
- To provide supplemental information about individuals associated with iCapital Advisors, LLC.
- Significance
- This document is a regulatory filing providing information about key personnel at iCapital Advisors, LLC.
File Info
- File Name
- EFTA01389605.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:32.340701
- DOJ Source
- View on DOJ