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Document Mentions (5 shared documents)
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age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
ivate investment funds available via the iCapital Network ("iCapital Funds"). The prospect of receiving such compensation creates an incentive for iCapital Securities, LLC to place investors in the iCapital Funds from which it receives a placement fee or may in the future receive such a fee over other investment
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
ivate investment funds available via the iCapital Network ("iCapital Funds"). The prospect of receiving such compensation creates an incentive for iCapital Securities, LLC to place investors in the iCapital Funds from which it receives a placement fee or may in the future receive such a fee over other investment
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
ivate investment funds available via the iCapital Network ("iCapital Funds"). The prospect of receiving such compensation creates an incentive for iCapital Securities, LLC to place investors in the iCapital Funds from which it receives a placement fee or may in the future receive such a fee over other investment
Sponsored
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
ivate investment funds available via the iCapital Network ("iCapital Funds"). The prospect of receiving such compensation creates an incentive for iCapital Securities, LLC to place investors in the iCapital Funds from which it receives a placement fee or may in the future receive such a fee over other investment
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
ivate investment funds available via the iCapital Network ("iCapital Funds"). The prospect of receiving such compensation creates an incentive for iCapital Securities, LLC to place investors in the iCapital Funds from which it receives a placement fee or may in the future receive such a fee over other investment
Sponsored
Mutual Connections (98)
Entities connected to both Fidelity and iCapital Securities
iCapital
ORGANIZATION47 w/ Fidelity·82 w/ iCapital
Liechtenstein
LOCATION106 w/ Fidelity·5 w/ iCapital
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ iCapital
Institutional Capital Network, Inc.
ORGANIZATION42 w/ Fidelity·5 w/ iCapital
Fidelity Brokerage Services
ORGANIZATION23 w/ Fidelity·21 w/ iCapital
Michael Shannon
PERSON5 w/ Fidelity·27 w/ iCapital
Stanton
PERSON5 w/ Fidelity·27 w/ iCapital
Access Fund
ORGANIZATION16 w/ Fidelity·16 w/ iCapital
Glendower
LOCATION5 w/ Fidelity·21 w/ iCapital
the iCapital Network
ORGANIZATION5 w/ Fidelity·21 w/ iCapital
New York
LOCATION9 w/ Fidelity·16 w/ iCapital
Atlas Advisors
ORGANIZATION5 w/ Fidelity·14 w/ iCapital
NV
Nicholas Veronis
PERSON5 w/ Fidelity·14 w/ iCapital
New Media Division
ORGANIZATION5 w/ Fidelity·14 w/ iCapital
The Boston Business Journal
ORGANIZATION5 w/ Fidelity·14 w/ iCapital
Newhouse Newspapers
ORGANIZATION5 w/ Fidelity·14 w/ iCapital
Trinity College
ORGANIZATION5 w/ Fidelity·14 w/ iCapital
PREA and NCREIF
ORGANIZATION5 w/ Fidelity·13 w/ iCapital
Eaton Partners
ORGANIZATION5 w/ Fidelity·13 w/ iCapital
Fir Tree Partners
ORGANIZATION5 w/ Fidelity·13 w/ iCapital