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Document Mentions (5 shared documents)
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
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services i
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
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services i
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
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services i
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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
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services i
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
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services i
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Mutual Connections (86)
Entities connected to both Michael Shannon and National Financial Services
iCapital
ORGANIZATION95 w/ Michael·47 w/ National
Stanton
PERSON80 w/ Michael·5 w/ National
Institutional Capital Network, Inc.
ORGANIZATION17 w/ Michael·42 w/ National
Credit Suisse
ORGANIZATION53 w/ Michael·5 w/ National
iCapital Network
ORGANIZATION52 w/ Michael·5 w/ National
Fidelity
ORGANIZATION5 w/ Michael·50 w/ National
NV
Nicholas Veronis
PERSON38 w/ Michael·5 w/ National
DV
Daniel Vene
PERSON37 w/ Michael·5 w/ National
EB
Eileen Duff Blalock
PERSON37 w/ Michael·5 w/ National
iCapital Securities
ORGANIZATION27 w/ Michael·5 w/ National
Virginia Giuffre
PERSON26 w/ Michael·5 w/ National
the iCapital Advisors
ORGANIZATION24 w/ Michael·5 w/ National
PP
Phil Pool
PERSON24 w/ Michael·5 w/ National
This Brochure Supplement
ORGANIZATION24 w/ Michael·5 w/ National
JR
John C. Robertshaw
PERSON23 w/ Michael·5 w/ National
Kidder, Peabody & Co.
ORGANIZATION22 w/ Michael·5 w/ National
the University of Virginia
ORGANIZATION22 w/ Michael·5 w/ National
iCapital Advisors
ORGANIZATION19 w/ Michael·6 w/ National
New Media Division
ORGANIZATION19 w/ Michael·5 w/ National
Trinity College
ORGANIZATION19 w/ Michael·5 w/ National