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 a Form ADV Part 2B providing background information on Phil Pool's educational and professional experience. It details his roles at various financial institutions and his current positions at iCapital Advisors and other related entities.
Metadata
- Subject
- Phil Pool - Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0 100460
- Date
- —
Relationships 9
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Phil Pool | Member of investment committee | iCapital Advisors LLC | Mr. Pool is a member of iCapital Advisor's investment committee. |
| Phil Pool | Co-Founder and Chairman of the Board | iCapital Network | Mr. Pool is Co-Founder and Chairman of the Board of iCapital Network. |
| Phil Pool | Co-Chairman | First Avenue Partners | He also serves as Co-Chairman of First Avenue Partners. |
| Phil Pool | Partner | Willis Stein & Partners | Mr. Pool was a partner of Willis Stein & Partners. |
| Phil Pool | Managing Director | Credit Suisse | He worked as a Managing Director of Credit Suisse. |
| Phil Pool | Investment banker | Merrill Lynch | He was an investment banker with Merrill Lynch. |
| Phil Pool | Investment banker | Kidder, Peabody & Co. | He was an investment banker with Kidder, Peabody & Co. |
| Phil Pool | Board of Directors | The Teagle Foundation | He serves on the Board of Directors of The Teagle Foundation. |
| Michael Stanton | Supervisor | Phil Pool | Mr. Michael Stanton supervises Mr. Pool 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
Organizations 14
iCapital Advisors LLCiCapital NetworkFirst Avenue PartnersWillis Stein & PartnersCredit SuisseCSFBDonaldson, Lufkin & Jenrette Securities CorporationMerrill LynchKidder, Peabody & Co.Columbia UniversityMcIntire School of CommerceUniversity of VirginiaThe Teagle FoundationiCapital Securities, LLC
Locations 3
LondonNew YorkChicago
Financial Entities 5
Credit SuisseCSFBDonaldson, Lufkin & Jenrette Securities CorporationMerrill LynchKidder, Peabody & Co.
Text Analysis
- Tone
- Informative
- Purpose
- To provide background information on Phil Pool's educational and professional experience for Form ADV Part 2B.
- Significance
- This document provides information about Phil Pool's background and experience, which is relevant to his role at iCapital Advisors.
File Info
- File Name
- EFTA01394447.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:20.504247
- DOJ Source
- View on DOJ