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Document Mentions (5 shared documents)
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ty 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 in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
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
ty 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 in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
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
ty 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 in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
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
2 mentions1 same-page
Page ?Same page
ty 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 in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
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
ty 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 in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
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 (107)
Entities connected to both Fidelity and UBS Financial Services Inc
Jeffrey Epstein
PERSON130 w/ Fidelity·3 w/ UBS
Credit Suisse
ORGANIZATION108 w/ Fidelity·19 w/ UBS
Prince Andrew
PERSON108 w/ Fidelity·4 w/ UBS
Marc Rich
PERSON107 w/ Fidelity·2 w/ UBS
LB
Leon Black
PERSON105 w/ Fidelity·2 w/ UBS
William Barr
PERSON101 w/ Fidelity·3 w/ UBS
Michael Cohen
PERSON102 w/ Fidelity·2 w/ UBS
Bear Stearns
ORGANIZATION101 w/ Fidelity·2 w/ UBS
Ghislaine Maxwell
PERSON4 w/ Fidelity·75 w/ UBS
iCapital
ORGANIZATION47 w/ Fidelity·19 w/ UBS
Institutional Capital Network, Inc.
ORGANIZATION42 w/ Fidelity·14 w/ UBS
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ UBS
George W. Bush
PERSON48 w/ Fidelity·6 w/ UBS
United States
LOCATION10 w/ Fidelity·17 w/ UBS
BlackRock
ORGANIZATION7 w/ Fidelity·19 w/ UBS
Group AG
ORGANIZATION5 w/ Fidelity·19 w/ UBS
BNY Capital Corporation
ORGANIZATION5 w/ Fidelity·19 w/ UBS
BlackRock, Inc.
ORGANIZATION5 w/ Fidelity·19 w/ UBS
Puerto Rico
LOCATION10 w/ Fidelity·12 w/ UBS
the Securities and Exchange Commission
ORGANIZATION15 w/ Fidelity·6 w/ UBS