Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
legal filing
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is Form ADV Part 2B for Eileen Duff Blalock, providing her educational background, business experience, and information about her roles at iCapital Network and other financial institutions. It also states that she has not been the subject of any material legal or disciplinary events.
Metadata
- Subject
- Form ADV Part 2B - Eileen Duff Blalock
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0093969
- Date
- —
Relationships 6
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Eileen Duff Blalock | member of investment committee | iCapital Advisors. LLC | Ms. Blalock is a member of iCapital Advisor's investment committee. |
| Eileen Duff Blalock | Managing Partner and Head of Distribution | iCapital Network | Ms. Blalock is Managing Partner and Head of Distribution for iCapital Network |
| Eileen Duff Blalock | Head of Alternative Investments, North America | Credit Suisse | Eileen was Head of Alternative Investments, North America at Credit Suisse |
| Eileen Duff Blalock | responsible for global marketing in the private client group | Donaldson, Lufkin & Jenrette | Ms. Blalock was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. |
| Michael Stanton | CCO | iCapital | Mr. Michael Stanton, iCapital's CCO, supervises Ms. Blalock for compliance purposes. |
| Eileen Duff Blalock | Principal | iCapital Securities, LLC | Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. |
Notable Quotes 1
All employees of iCapital Advisors are instructed to put client interest first at all times.
Raw Analysis JSON
click to expand
Themes
Employment/staffingBusiness dealingsFinancial transactions/money flowLegal matters/litigation
People 2
Organizations 8
GLDUSI32 Eyed/Vetch FinancialiCapital Advisors. LLCiCapital NetworkCredit SuisseDonaldson, Lufkin & JenretteiCapital Securities, LLCUniversity of DelawareFINRA
Locations 1
North America
Financial Entities 1
Credit Suisse
Text Analysis
- Tone
- Professional
- Purpose
- To provide background and business experience information for Eileen Duff Blalock as part of Form ADV Part 2B.
- Significance
- This document provides information about Eileen Duff Blalock's professional background and roles within iCapital and other financial institutions.
File Info
- File Name
- EFTA01389606.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:04.599824
- DOJ Source
- View on DOJ