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 information about Eileen Duff Blalock's background and experience. She is a Managing Partner at iCapital Network and has held various leadership positions in financial institutions like Credit Suisse and Donaldson, Lufkin & Jenrette.
Metadata
- Subject
- Eileen Duff Blalock - Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- —
- Date
- —
Relationships 5
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Eileen Duff Blalock | Member of investment committee | iCapital Advisors, LLC | Ms. Blalock is a member of iCapital Advisor's investment committee. |
| Eileen Duff Blalock | Managing Partner and Head of Distribution | iCapital Network | Ms. Blalock is Managing Partner and Head of Distribution for iCapital Network |
| Eileen Duff Blalock | Head of Alternative Investments, North America | Credit Suisse | Eileen was Head of Alternative Investments, North America at Credit Suisse |
| Eileen Duff Blalock | Responsible for global marketing in the private client group | Donaldson, Lufkin & Jenrette | Ms. Blalock was with Donaldson, Lufkin & Jenrette where she was responsible for global marketing in the private client group. |
| Eileen Duff Blalock | Supervision | Michael Stanton | Mr. Michael Stanton, iCapital's CCO, supervises Ms. Blalock for compliance purposes. |
Notable Quotes 1
All employees of iCapital Advisors are instructed to put client interest first at all times.
Raw Analysis JSON
click to expand
Themes
Employment/staffingBusiness dealingsFinancial transactions/money flow
People 2
Organizations 7
Aspen Grove Capital, LLCiCapital Advisors, LLCiCapital NetworkCredit SuisseDonaldson, Lufkin & JenretteUniversity of DelawareiCapital Securities, LLC
Locations 1
North America
Financial Entities 1
Credit Suisse
Text Analysis
- Tone
- Professional
- Purpose
- To provide information about Eileen Duff Blalock's educational background and business experience as required by Form ADV Part 2B.
- Significance
- This document provides background information on a key individual at iCapital Advisors, including her experience and responsibilities.
File Info
- File Name
- EFTA01393226.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:14.826278
- DOJ Source
- View on DOJ