Illegal Activity
none
Blackmail
none
Date
2016
Document Type
Form ADV Part 2E
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is part of iCapital Advisor's Form ADV Part 2E and details the educational background and business experience of John C. Robertshaw, a member of the firm's investment committee and a Co-Founder and Special Advisor to iCapital Network. It also outlines his previous roles at Credit Suisse, Donaldson, Lufkin & Jenrette, and Salomon Brothers, as well as his supervision and conflict of interest policies.
Metadata
- Subject
- John C. Robertshaw Educational Background and Business Experience
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0 100461
- Date
- 2016
Relationships 8
| 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 | CCO | iCapital | Mr. Michael Stanton, iCapital's CCO, supervises Mr. Robertshaw for compliance purposes. |
| John C. Robertshaw | Special Advisor | iCapital Securities. LLC | Mr. Robertshaw is a Special Advisor to iCapital Network and iCapital Securities. LLC. |
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 BrothersYale UniversityiCapital Securities. LLC
Locations 1
USA
Financial Entities 2
Credit Suisse Securities (USA) LLCSalomon Brothers
Text Analysis
- Tone
- Professional
- Purpose
- To provide information about John C. Robertshaw's educational background and business experience as part of iCapital Advisor's Form ADV Part 2E.
- Significance
- This document provides background information on a key member of iCapital Advisors, which is important for potential investors to understand the expertise and experience of the firm's leadership.
File Info
- File Name
- EFTA01394448.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:56.350857
- DOJ Source
- View on DOJ