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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 Brochure Supplement provides information about Eileen Duff Blalock, Phil Pool, John Robertshaw, Daniel Vene and Nicholas Veronis that supplements the iCapital Advisors, LLC's Form ADV Brochure. Please contact Michael Stanton, iCapital Advisors, LLC's Chief Compliance Officer, at 1-646-214-7283 or by email at mst
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 Brochure Supplement provides information about Eileen Duff Blalock, Phil Pool, John Robertshaw, Daniel Vene and Nicholas Veronis that supplements the iCapital Advisors, LLC's Form ADV Brochure. Please contact Michael Stanton, iCapital Advisors, LLC's Chief Compliance Officer, at 1-646-214-7283 or by email at mst
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
ave any questions Additional information about SEC's website at www.adviserinfo.sec.gov. information about Eileen Duff Blalock, that supplements the iCapital Advisors, iCapital Advisors, LLC's Chief Compliance if you did not receive iCapital about the contents of this supplement. iCapital Advisors, LLC is avail
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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
ave any questions Additional information about SEC's website at www.adviserinfo.sec.gov. information about Eileen Duff Blalock, that supplements the iCapital Advisors, iCapital Advisors, LLC's Chief Compliance if you did not receive iCapital about the contents of this supplement. iCapital Advisors, LLC is avail
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 Brochure Supplement provides information about Eileen Duff Blalock, Phil Pool, John Robertshaw, Daniel Vene and Nicholas Veronis that supplements the iCapital Advisors, LLC's Form ADV Brochure. Please contact Michael Stanton, iCapital Advisors, LLC's Chief Compliance Officer, at 1-646-214-7283 or by email at mst
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Mutual Connections (67)
Entities connected to both Fidelity and the iCapital Advisors
Credit Suisse
ORGANIZATION108 w/ Fidelity·5 w/ the
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ the
iCapital
ORGANIZATION47 w/ Fidelity·5 w/ the
EB
Eileen Duff Blalock
PERSON5 w/ Fidelity·24 w/ the
NV
Nicholas Veronis
PERSON5 w/ Fidelity·24 w/ the
Michael Shannon
PERSON5 w/ Fidelity·24 w/ the
DV
Daniel Vene
PERSON5 w/ Fidelity·24 w/ the
This Brochure Supplement
ORGANIZATION5 w/ Fidelity·24 w/ the
PP
Phil Pool
PERSON5 w/ Fidelity·24 w/ the
the Securities and Exchange Commission
ORGANIZATION15 w/ Fidelity·5 w/ the
Virginia Giuffre
PERSON10 w/ Fidelity·5 w/ the
North America
LOCATION9 w/ Fidelity·5 w/ the
New York
LOCATION9 w/ Fidelity·5 w/ the
BlackRock
ORGANIZATION7 w/ Fidelity·5 w/ the
the Investment Committee
ORGANIZATION7 w/ Fidelity·5 w/ the
Invesco
ORGANIZATION6 w/ Fidelity·5 w/ the
Liquidity of Investments
ORGANIZATION5 w/ Fidelity·5 w/ the
BNY Capital Corporation
ORGANIZATION5 w/ Fidelity·5 w/ the
BlackRock, Inc.
ORGANIZATION5 w/ Fidelity·5 w/ the
Fir Tree Partners
ORGANIZATION5 w/ Fidelity·5 w/ the