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 information on John C. Robertshaw's educational background and business experience. He is a member of iCapital Advisor's investment committee and has held various leadership positions at major financial institutions.
Metadata
- Subject
- John C. Robertshaw Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0097476
- Date
- —
Relationships 7
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| John C. Robertshaw | Employment | iCapital Advisors. LLC | Member of iCapital Advisor's investment committee |
| John C. Robertshaw | Employment | iCapital Network | Co-Founder and Special Advisor |
| John C. Robertshaw | Employment | Credit Suisse Securities (USA) LLC | Vice Chairman until 2016, Co-Head of the Private Fund Group |
| John C. Robertshaw | Employment | Donaldson, Lufkin & Jenrette | Managing Director in the Private Fund Group |
| John C. Robertshaw | Employment | Salomon Brothers | In charge of Private Equity Placements |
| Michael Stanton | Employment | iCapital | iCapital's CCO |
| Michael Stanton | Supervision | John C. Robertshaw | 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
Financial Entities 3
Credit Suisse Securities (USA) LLCCredit SuisseSalomon Brothers
Text Analysis
- Tone
- Professional
- Purpose
- To provide information about John C. Robertshaw's background and experience as part of Form ADV Part 2B.
- Significance
- This document provides background information on John C. Robertshaw, a key member of iCapital Advisors, including his experience at major financial institutions.
File Info
- File Name
- EFTA01392284.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:34.742337
- DOJ Source
- View on DOJ