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Document Mentions (8 shared documents)
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nefit plan subject to the fiduciary provisions of Title I of ERISA with total assets of less than $50 million or an individual retirement account, Keogh plan and/or other plan subject to Section 4975 of the Code that is not subject to the fiduciary provisions of ERISA (or if the Investor is an ent
isclosure Statement Deutsche Bank Securities Inc. (the "Solicitation Agent"), Glendower Access Secondary Opportunities IV GP LLC ("Glendower") and iCapital Advisors, LLC ("iCapital") have entered into an agreement pursuant to which the Solicitation Agent has agreed to consider the Solicitation Agent's clients
2 mentions1 same-page
Page ?Same page
nefit plan subject to the fiduciary provisions of Title I of ERISA with total assets of less than $50 million or an individual retirement account, Keogh plan and/or other plan subject to Section 4975 of the Code that is not subject to the fiduciary provisions of ERISA (or if the Investor is an ent
isclosure Statement Deutsche Bank Securities Inc. (the "Solicitation Agent"), Glendower Access Secondary Opportunities IV GP LLC ("Glendower") and iCapital Advisors, LLC ("iCapital") have entered into an agreement pursuant to which the Solicitation Agent has agreed to consider the Solicitation Agent's clients
2 mentions1 same-page
Page ?Same page
nefit plan subject to the fiduciary provisions of Title I of ERISA with total assets of less than $50 million or an individual retirement account, Keogh plan and/or other plan subject to Section 4975 of the Code that is not subject to the fiduciary provisions of ERISA (or if the Investor is an ent
isclosure Statement Deutsche Bank Securities Inc. (the "Solicitation Agent"), Glendower Access Secondary Opportunities IV GP LLC ("Glendower") and iCapital Advisors, LLC ("iCapital") have entered into an agreement pursuant to which the Solicitation Agent has agreed to consider the Solicitation Agent's clients
Sponsored
2 mentions1 same-page
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ners"). The Access Fund is designed for investors ("Investors") that are either (A) U.S. taxable investors or (B) investors that are pension plans, Keogh plans, individual retirement accounts, tax-exempt institutions and other tax-exempt limited partners ("U.S. Tax-Exempt Investors") that are willin
confidential private placement memorandum (as amended or supplemented from time to time, this "Memorandum") is furnished on a confidential basis by iCapital Advisors, LLC or an affiliate (the "Investment Manager") to a limited number of sophisticated investors ("Investors") for the purpose of providing certain
2 mentions1 same-page
Page ?Same page
ners"). The Access Fund is designed for investors ("Investors") that are either (A) U.S. taxable investors or (B) investors that are pension plans, Keogh plans, individual retirement accounts, tax-exempt institutions and other tax-exempt limited partners ("U.S. Tax-Exempt Investors") that are willin
confidential private placement memorandum (as amended or supplemented from time to time, this "Memorandum") is furnished on a confidential basis by iCapital Advisors, LLC or an affiliate (the "Investment Manager") to a limited number of sophisticated investors ("Investors") for the purpose of providing certain
2 mentions1 same-page
Page ?Same page
ners"). The Access Fund is designed for investors ("Investors") that are either (A) U.S. taxable investors or (B) investors that are pension plans, Keogh plans, individual retirement accounts, tax-exempt institutions and other tax-exempt limited partners ("U.S. Tax-Exempt Investors") that are willin
confidential private placement memorandum (as amended or supplemented from time to time, this "Memorandum") is furnished on a confidential basis by iCapital Advisors, LLC or an affiliate (the "Investment Manager") to a limited number of sophisticated investors ("Investors") for the purpose of providing certain
Sponsored
2 mentions1 same-page
Page ?Same page
ners"). The Access Fund is designed for investors ("Investors") that are either (A) U.S. taxable investors or (B) investors that are pension plans, Keogh plans, individual retirement accounts, tax-exempt institutions and other tax-exempt limited partners ("U.S. Tax-Exempt Investors") that are willin
confidential private placement memorandum (as amended or supplemented from time to time, this "Memorandum") is furnished on a confidential basis by iCapital Advisors, LLC or an affiliate (the "Investment Manager") to a limited number of sophisticated investors ("Investors") for the purpose of providing certain
2 mentions1 same-page
Page ?Same page
ners"). The Access Fund is designed for investors ("Investors") that are either (A) U.S. taxable investors or (B) investors that are pension plans, Keogh plans, individual retirement accounts, tax-exempt institutions and other tax-exempt limited partners ("U.S. Tax-Exempt Investors") that are willin
confidential private placement memorandum (as amended or supplemented from time to time, this "Memorandum") is furnished on a confidential basis by iCapital Advisors, LLC or an affiliate (the "Investment Manager") to a limited number of sophisticated investors ("Investors") for the purpose of providing certain
Sponsored
Mutual Connections (152)
Entities connected to both Keogh and iCapital Advisors
Access Fund
ORGANIZATION40 w/ Keogh·55 w/ iCapital
United States
LOCATION44 w/ Keogh·12 w/ iCapital
Deutsche Bank Securities Inc.
ORGANIZATION4 w/ Keogh·46 w/ iCapital
iCapital
ORGANIZATION27 w/ Keogh·21 w/ iCapital
Glendower Access Secondary Opportunities IV GP
ORGANIZATION3 w/ Keogh·42 w/ iCapital
Glendower
LOCATION13 w/ Keogh·28 w/ iCapital
Institutional Capital Network, Inc.
ORGANIZATION8 w/ Keogh·32 w/ iCapital
Lawrence Krauss
PERSON7 w/ Keogh·30 w/ iCapital
the U.S. Investment Company Act
ORGANIZATION13 w/ Keogh·23 w/ iCapital
European Union
ORGANIZATION12 w/ Keogh·23 w/ iCapital
Samantha Power
PERSON13 w/ Keogh·20 w/ iCapital
United Kingdom
LOCATION21 w/ Keogh·12 w/ iCapital
The Placement Fee
ORGANIZATION8 w/ Keogh·24 w/ iCapital
LH
Lawrence Hirsch
PERSON3 w/ Keogh·29 w/ iCapital
U.S. Investment
ORGANIZATION6 w/ Keogh·23 w/ iCapital
The Confidential Private Placement Memorandum
ORGANIZATION5 w/ Keogh·23 w/ iCapital
Department of Labor
ORGANIZATION25 w/ Keogh·3 w/ iCapital
Cayman
LOCATION21 w/ Keogh·5 w/ iCapital
Eric Holder
PERSON20 w/ Keogh·5 w/ iCapital
Luxembourg
LOCATION19 w/ Keogh·5 w/ iCapital