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 brochure supplement for iCapital Advisors, LLC, providing information about Eileen Duff Blalock, Phil Pool, John Robertshaw, Daniel Vene, and Nicholas Veronis. It directs readers to contact Michael Stanton, the Chief Compliance Officer, for questions or to obtain the main brochure.
Metadata
- Subject
- FORM ADV PART 2B: Brochure Supplement
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0096146
- Date
- 2018-03-30
Relationships 6
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Eileen Duff Blalock | employment | iCapital Advisors, LLC | Eileen Duff Blalock is associated with iCapital Advisors, LLC as described in the brochure supplement. |
| Phil Pool | employment | iCapital Advisors, LLC | Phil Pool is associated with iCapital Advisors, LLC as described in the brochure supplement. |
| John Robertshaw | employment | iCapital Advisors, LLC | John Robertshaw is associated with iCapital Advisors, LLC as described in the brochure supplement. |
| Daniel Vene | employment | iCapital Advisors, LLC | Daniel Vene is associated with iCapital Advisors, LLC as described in the brochure supplement. |
| Nicholas Veronis | employment | iCapital Advisors, LLC | Nicholas Veronis is associated with iCapital Advisors, LLC as described in the brochure supplement. |
| Michael Stanton | employment | iCapital Advisors, LLC | Michael Stanton is the Chief Compliance Officer at iCapital Advisors, LLC. |
Raw Analysis JSON
click to expand
Themes
Business dealings
People 6
Organizations 3
GLDUS124 BEM PartnersiCapital Advisors, LLCSEC
Locations 2
New York, NY60 East 42"d Street, 26th Floor
Text Analysis
- Tone
- Informative
- Purpose
- To provide supplemental information about specific individuals associated with iCapital Advisors, LLC.
- Significance
- This document provides information required by regulatory bodies about individuals associated with a financial advisory firm.
File Info
- File Name
- EFTA01391300.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:42:32.609531
- DOJ Source
- View on DOJ