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Document Mentions (5 shared documents)
2 mentions1 same-page
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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
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
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
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
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
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
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
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
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
f any material legal or disciplinary events required to be disclosed in this Item. Other Business Activities Ms. Blalock is a Managing Partner at iCapital Network and Principal of iCapital Securities, LLC. In order to minimize any conflicts of interest, she does not receive sales commission. All employees of
Sponsored
Mutual Connections (87)
Entities connected to both Fidelity and iCapital Network
Credit Suisse
ORGANIZATION108 w/ Fidelity·52 w/ iCapital
iCapital
ORGANIZATION47 w/ Fidelity·55 w/ iCapital
Michael Shannon
PERSON5 w/ Fidelity·52 w/ iCapital
Stanton
PERSON5 w/ Fidelity·52 w/ iCapital
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ iCapital
Institutional Capital Network, Inc.
ORGANIZATION42 w/ Fidelity·3 w/ iCapital
Virginia Giuffre
PERSON10 w/ Fidelity·21 w/ iCapital
JR
John C. Robertshaw
PERSON5 w/ Fidelity·23 w/ iCapital
North America
LOCATION9 w/ Fidelity·18 w/ iCapital
the University of Virginia
ORGANIZATION5 w/ Fidelity·21 w/ iCapital
Kidder, Peabody & Co.
ORGANIZATION5 w/ Fidelity·21 w/ iCapital
EB
Eileen Duff Blalock
PERSON5 w/ Fidelity·18 w/ iCapital
EA
Eileen Alexanderson
PERSON5 w/ Fidelity·18 w/ iCapital
University of Delaware
ORGANIZATION5 w/ Fidelity·18 w/ iCapital
Distribution for iCapital Network
ORGANIZATION5 w/ Fidelity·18 w/ iCapital
the Securities and Exchange Commission
ORGANIZATION15 w/ Fidelity·5 w/ iCapital
New York
LOCATION9 w/ Fidelity·5 w/ iCapital
United Kingdom
LOCATION10 w/ Fidelity·3 w/ iCapital
United States
LOCATION10 w/ Fidelity·3 w/ iCapital
the Investment Committee
ORGANIZATION7 w/ Fidelity·5 w/ iCapital