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2 mentions1 same-page
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l, is owned by various persons, including certain management persons and employees of iCapital, none of which own 25% or more of the corporation. Michael Stanton is iCapital's Chief Compliance Officer ("CCO") Item 5: Fees and Compensation Management Fee for the Funds: iCapital will charge each Fund a manage
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
2 mentions1 same-page
Page ?Same page
l, is owned by various persons, including certain management persons and employees of iCapital, none of which own 25% or more of the corporation. Michael Stanton is iCapital's Chief Compliance Officer ("CCO") Item 5: Fees and Compensation Management Fee for the Funds: iCapital will charge each Fund a manage
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
2 mentions1 same-page
Page ?Same page
l, is owned by various persons, including certain management persons and employees of iCapital, none of which own 25% or more of the corporation. Michael Stanton is iCapital's Chief Compliance Officer ("CCO") Item 5: Fees and Compensation Management Fee for the Funds: iCapital will charge each Fund a manage
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
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2 mentions1 same-page
Page ?Same page
l, is owned by various persons, including certain management persons and employees of iCapital, none of which own 25% or more of the corporation. Michael Stanton is iCapital's Chief Compliance Officer ("CCO") Item 5: Fees and Compensation Management Fee for the Funds: iCapital will charge each Fund a manage
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
2 mentions1 same-page
Page ?Same page
l, is owned by various persons, including certain management persons and employees of iCapital, none of which own 25% or more of the corporation. Michael Stanton is iCapital's Chief Compliance Officer ("CCO") Item 5: Fees and Compensation Management Fee for the Funds: iCapital will charge each Fund a manage
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
Sponsored
Mutual Connections (100)
Entities connected to both Michael Shannon and UBS Financial Services Inc
iCapital
ORGANIZATION95 w/ Michael·19 w/ UBS
Stanton
PERSON80 w/ Michael·5 w/ UBS
Credit Suisse
ORGANIZATION53 w/ Michael·19 w/ UBS
iCapital Network
ORGANIZATION52 w/ Michael·5 w/ UBS
NV
Nicholas Veronis
PERSON38 w/ Michael·5 w/ UBS
EB
Eileen Duff Blalock
PERSON37 w/ Michael·5 w/ UBS
DV
Daniel Vene
PERSON37 w/ Michael·5 w/ UBS
Virginia Giuffre
PERSON26 w/ Michael·5 w/ UBS
Institutional Capital Network, Inc.
ORGANIZATION17 w/ Michael·14 w/ UBS
This Brochure Supplement
ORGANIZATION24 w/ Michael·5 w/ UBS
PP
Phil Pool
PERSON24 w/ Michael·5 w/ UBS
the iCapital Advisors
ORGANIZATION24 w/ Michael·5 w/ UBS
JR
John C. Robertshaw
PERSON23 w/ Michael·5 w/ UBS
Kidder, Peabody & Co.
ORGANIZATION22 w/ Michael·5 w/ UBS
the University of Virginia
ORGANIZATION22 w/ Michael·5 w/ UBS
Group AG
ORGANIZATION5 w/ Michael·19 w/ UBS
Newhouse Newspapers
ORGANIZATION19 w/ Michael·5 w/ UBS
The Boston Business Journal
ORGANIZATION19 w/ Michael·5 w/ UBS
New Media Division
ORGANIZATION19 w/ Michael·5 w/ UBS
Atlas Advisors
ORGANIZATION19 w/ Michael·5 w/ UBS