EFTA01390010.txt Text dataset_10 View on DOJ

Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
other
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is part of iCapital Advisors, LLC's Form ADV Part 2A and details the expenses associated with the Private Access Fund and Direct Investment Funds, including management fees, organizational expenses, and other operational costs. It also mentions the indirect costs borne by limited partners through the Private Access Fund's investments in Underlying Funds.
Metadata
Subject
iCapital Advisors, LLC Form ADV Part 2A
Sender
Recipients
Document ID
DB-SDNY-0094379, SDNY_GM_00240563
Date
Relationships 3
Entity 1RelationshipEntity 2Description
iCapital Advisors, LLC advisor Private Access Fund iCapital Advisors, LLC provides advisory services to the Private Access Fund.
Private Access Fund investor Underlying Fund Private Access Fund invests in Underlying Funds.
Direct Investment Funds related Firm Direct Investment Funds are related to the Firm.
Financial Information
Assets:
  • Interests
  • Securities
Transactions:
  • Formation of the Fund
  • Offering of the Interests
  • Purchase or sale of securities
  • Liquidation expenses of the Private Access Fund
  • Subsequent closing interest charged to the Private Access Fund
  • Payment of management fees
  • Payment of carried interest
  • Payment of organizational expenses
  • Payment of taxes
  • Payment of indemnification
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowLegal matters/litigationBusiness dealings
People 1
Organizations 6
iCapital Advisors, LLCPrivate Access FundUnderlying FundDirect Investment FundsFirmGeneral Partner
Text Analysis
Tone
Informative
Purpose
To describe the expenses associated with the formation, operation, and investment activities of the Private Access Fund and Direct Investment Funds.
Significance
This document outlines the financial responsibilities and cost structures associated with these investment funds, providing transparency to potential investors.
File Info
File Name
EFTA01390010.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43:11.521025
DOJ Source
View on DOJ