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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
s, which was acquired by Thomson Financial in 2001. He received a B.S. degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license. Disciplinary Information Mr. Vene has not been the subject of any material le
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
s, which was acquired by Thomson Financial in 2001. He received a B.S. degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license. Disciplinary Information Mr. Vene has not been the subject of any material le
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
s, which was acquired by Thomson Financial in 2001. He received a B.S. degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license. Disciplinary Information Mr. Vene has not been the subject of any material le
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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
s, which was acquired by Thomson Financial in 2001. He received a B.S. degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license. Disciplinary Information Mr. Vene has not been the subject of any material le
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
s, which was acquired by Thomson Financial in 2001. He received a B.S. degree in finance and marketing from Cornell University, and is a member of PREA and NCREIF. He holds FINRA licenses Series 7 and 63 as well as an FSA license. Disciplinary Information Mr. Vene has not been the subject of any material le
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Mutual Connections (68)
Entities connected to both Fidelity and PREA and NCREIF
Credit Suisse
ORGANIZATION108 w/ Fidelity·5 w/ PREA
iCapital
ORGANIZATION47 w/ Fidelity·18 w/ PREA
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ PREA
Stanton
PERSON5 w/ Fidelity·18 w/ PREA
DV
Daniel Vene
PERSON5 w/ Fidelity·18 w/ PREA
Michael Shannon
PERSON5 w/ Fidelity·18 w/ PREA
Eaton Partners
ORGANIZATION5 w/ Fidelity·18 w/ PREA
Fir Tree Partners
ORGANIZATION5 w/ Fidelity·18 w/ PREA
the Securities and Exchange Commission
ORGANIZATION15 w/ Fidelity·5 w/ PREA
iCapital Securities
ORGANIZATION5 w/ Fidelity·13 w/ PREA
Virginia Giuffre
PERSON10 w/ Fidelity·5 w/ PREA
North America
LOCATION9 w/ Fidelity·5 w/ PREA
New York
LOCATION9 w/ Fidelity·5 w/ PREA
the Investment Committee
ORGANIZATION7 w/ Fidelity·5 w/ PREA
BlackRock
ORGANIZATION7 w/ Fidelity·5 w/ PREA
Invesco
ORGANIZATION6 w/ Fidelity·5 w/ PREA
BlackRock, Inc.
ORGANIZATION5 w/ Fidelity·5 w/ PREA
This Brochure Supplement
ORGANIZATION5 w/ Fidelity·5 w/ PREA
the iCapital Advisors
ORGANIZATION5 w/ Fidelity·5 w/ PREA
EB
Eileen Duff Blalock
PERSON5 w/ Fidelity·5 w/ PREA