Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
Form ADV Part 2B
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This document is Form ADV Part 2B, providing background information on John C. Robertshaw's educational background and business experience. It details his roles at various financial institutions and his current position at iCapital Advisors and iCapital Network.
Metadata
- Subject
- John C. Robertshaw Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0096149
- Date
- —
Relationships 7
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| John C. Robertshaw | Member of investment committee | iCapital Advisors. LLC | Mr. Robertshaw is a member of iCapital Advisor's investment committee. |
| John C. Robertshaw | Co-Founder and Special Advisor | iCapital Network | Mr. Robertshaw is a Co-Founder and Special Advisor to iCapital Network. |
| John C. Robertshaw | Vice Chairman | Credit Suisse Securities (USA) LLC | Until 2016. he served as a Vice Chairman of Credit Suisse Securities (USA) LLC. |
| John C. Robertshaw | Co-Head of the Private Fund Group | Credit Suisse | He served as Co-Head of the Private Fund Group at Credit Suisse from 2004 through 2013 |
| John C. Robertshaw | Managing Director | Donaldson, Lufkin & Jenrette | Mr. Robertshaw joined Credit Suisse in November 2000. when the Bank merged with Donaldson, Lufkin & Jenrette. where he was a Managing Director in the Private Fund Group. |
| John C. Robertshaw | Private Equity Placements | Salomon Brothers | Mr. Robertshaw joined DLJ in September 1995 from Salomon Brothers, where he was in charge of Private Equity Placements. |
| Michael Stanton | Supervisor | John C. Robertshaw | Mr. Michael Stanton, iCapital's CCO. supervises Mr. Robertshaw for compliance purposes. |
Notable Quotes 1
All employees of iCapital Advisors are instructed to put client interest first at all times.
Financial Information
Amounts:$250 billion
Raw Analysis JSON
click to expand
Themes
Employment/staffingBusiness dealings
People 2
Organizations 10
BBR PartnersiCapital Advisors. LLCiCapital NetworkCredit Suisse Securities (USA) LLCCredit SuisseDonaldson, Lufkin & JenretteDLJSalomon BrothersYale UniversityiCapital Securities. LLC
Locations 1
USA
Financial Entities 2
Credit Suisse Securities (USA) LLCSalomon Brothers
Text Analysis
- Tone
- Informative
- Purpose
- To provide background information on John C. Robertshaw's educational background and business experience as part of Form ADV Part 2B.
- Significance
- This document provides information about John C. Robertshaw's professional history and affiliations, which is relevant for assessing potential conflicts of interest and his qualifications to serve in his current roles.
File Info
- File Name
- EFTA01391302.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:47.297844
- DOJ Source
- View on DOJ