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 affiliations with iCapital Network and iCapital Advisors.
Metadata
- Subject
- John C. Robertshaw Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0098717
- 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 | he was a Managing Director in the Private Fund Group. |
| John C. Robertshaw | Private Equity Placements | Salomon Brothers | 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 dealingsFinancial transactions/money flow
People 2
Organizations 10
Aspen Grove Capital. LLCiCapital Advisors. LLCiCapital NetworkCredit Suisse Securities (USA) LLCCredit SuisseDonaldson, Lufkin & JenretteDLJSalomon BrothersYale UniversityiCapital Securities. LLC
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
- EFTA01393227.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:30.998112
- DOJ Source
- View on DOJ