Illegal Activity
none
Blackmail
none
Date
2018-03-30
Document Type
Brochure Supplement
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is a Form ADV Part 2B brochure supplement for iCapital Advisors, LLC, providing information about Eileen Duff Blalock, Phil Pool, John Robertshaw, Daniel Vene, and Nicholas Veronis. It directs readers to contact Michael Stanton, the Chief Compliance Officer, for questions or to obtain the main brochure.
Metadata
- Subject
- FORM ADV PART 2B: Brochure Supplement
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0 100025
- Date
- 2018-03-30
Relationships 6
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Eileen Duff Blalock | Employment | iCapital Advisors, LLC | Associated with iCapital Advisors, LLC |
| Phil Pool | Employment | iCapital Advisors, LLC | Associated with iCapital Advisors, LLC |
| John Robertshaw | Employment | iCapital Advisors, LLC | Associated with iCapital Advisors, LLC |
| Daniel Vene | Employment | iCapital Advisors, LLC | Associated with iCapital Advisors, LLC |
| Nicholas Veronis | Employment | iCapital Advisors, LLC | Associated with iCapital Advisors, LLC |
| Michael Stanton | Employment | iCapital Advisors, LLC | Chief Compliance Officer |
Public Knowledge
- Context
- Form ADV filings are publicly available.
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowLegal matters/litigationBusiness dealingsCommunications/correspondence
Organizations 3
GLOUS I29 DF EnterprisesiCapital Advisors, LLCSEC
Locations 2
New York, NY60 East 42nd Street, 26th Floor
Text Analysis
- Tone
- Informative
- Purpose
- To provide supplemental information about individuals associated with iCapital Advisors, LLC.
- Significance
- This document is a regulatory filing providing information about key personnel at iCapital Advisors, LLC.
File Info
- File Name
- EFTA01394061.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:04.711207
- DOJ Source
- View on DOJ