Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
Form ADV Part 2B
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is Form ADV Part 2B, providing background information on John C. Robertshaw, a member of iCapital Advisor's investment committee. It details his educational background, business experience, and affiliations with various financial institutions.
Metadata
- Subject
- John C. Robertshaw Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0097044
- 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 DLJ in September 1995 |
| John C. Robertshaw | Private Equity Placements | Salomon Brothers | He spent seven years with Salomon, the last five as a private placement specialist. |
| 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 dealingsFinancial transactions/money flow
Organizations 9
iCapital Advisors. LLCiCapital NetworkCredit Suisse Securities (USA) LLCCredit SuisseDonaldson, Lufkin & JenretteDLJSalomon BrothersiCapital Securities. LLCYale University
Locations 1
USA
Financial Entities 3
Credit Suisse Securities (USA) LLCCredit SuisseSalomon Brothers
Text Analysis
- Tone
- Informative
- Purpose
- To provide background information on John C. Robertshaw for Form ADV Part 2B.
- Significance
- Provides details on John C. Robertshaw's professional experience and affiliations.
File Info
- File Name
- EFTA01391925.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:51.591362
- DOJ Source
- View on DOJ