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Document Mentions (5 shared documents)
4 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
ADV Part 2B EFTA01395158 GLDUS143 Henry Nicholas iCapital Advisors, LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounder and Special Advisor to iCapital Network. Until 2016, he serve
ntact information can be located on the cover page to this ADV 2B. Form ADV Part 2B EFTA01395158 GLDUS143 Henry Nicholas iCapital Advisors, LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounde
LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounder and Special Advisor to iCapital Network. Until 2016, he served as a Vice Chairman of Credit Suisse Securities (USA) LLC. He served
4 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
LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounder and Special Advisor to iCapital Network. Until 2016, he served as a Vice Chairman of Credit Suisse Securities (USA) LLC. He served
ion can be located on the cover page to this ADV 2B. Form ADV Part 2B EFTA01395045 GLDUS183 Dimension Capital Management iCapital Advisors, LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounde
EFTA01395045 GLDUS183 Dimension Capital Management iCapital Advisors, LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounder and Special Advisor to iCapital Network. Until 2016, he serve
4 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
LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounder and Special Advisor to iCapital Network. Until 2016, he served as a Vice Chairman of Credit Suisse Securities (USA) LLC. He served
mation can be located on the cover page to this ADV 2B. Form ADV Part 2B EFTA01396318 GLDUS126 Pacific Life Insurance Co iCapital Advisors, LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounde
B EFTA01396318 GLDUS126 Pacific Life Insurance Co iCapital Advisors, LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounder and Special Advisor to iCapital Network. Until 2016, he serve
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4 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
LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounder and Special Advisor to iCapital Network. Until 2016, he served as a Vice Chairman of Credit Suisse Securities (USA) LLC. He served
ct information can be located on the cover page to this ADV 2B. Form ADV Part 2B EFTA01396991 GLDUS127 Annandale Capital iCapital Advisors, LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounde
V Part 2B EFTA01396991 GLDUS127 Annandale Capital iCapital Advisors, LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounder and Special Advisor to iCapital Network. Until 2016, he serve
4 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
contact information can be located on the cover page to this ADV 2B. Form ADV Part 2B EFTA01397664 GLDUS141 Greg Martin iCapital Advisors, LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounde
orm ADV Part 2B EFTA01397664 GLDUS141 Greg Martin iCapital Advisors, LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounder and Special Advisor to iCapital Network. Until 2016, he serve
LLC John C. Robertshaw Educational Background and Business Experience Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a CoFounder and Special Advisor to iCapital Network. Until 2016, he served as a Vice Chairman of Credit Suisse Securities (USA) LLC. He served
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Mutual Connections (67)
Entities connected to both Fidelity and John C. Robertshaw
Credit Suisse
ORGANIZATION108 w/ Fidelity·23 w/ John
iCapital
ORGANIZATION47 w/ Fidelity·23 w/ John
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ John
Stanton
PERSON5 w/ Fidelity·23 w/ John
iCapital Network
ORGANIZATION5 w/ Fidelity·23 w/ John
Michael Shannon
PERSON5 w/ Fidelity·23 w/ John
the Securities and Exchange Commission
ORGANIZATION15 w/ Fidelity·5 w/ John
Virginia Giuffre
PERSON10 w/ Fidelity·5 w/ John
North America
LOCATION9 w/ Fidelity·5 w/ John
New York
LOCATION9 w/ Fidelity·5 w/ John
BlackRock
ORGANIZATION7 w/ Fidelity·5 w/ John
the Investment Committee
ORGANIZATION7 w/ Fidelity·5 w/ John
Invesco
ORGANIZATION6 w/ Fidelity·5 w/ John
Dislocation Opportunities Access Fund
ORGANIZATION5 w/ Fidelity·5 w/ John
Liquidity of Investments
ORGANIZATION5 w/ Fidelity·5 w/ John
BNY Capital Corporation
ORGANIZATION5 w/ Fidelity·5 w/ John
BlackRock, Inc.
ORGANIZATION5 w/ Fidelity·5 w/ John
Fir Tree Partners
ORGANIZATION5 w/ Fidelity·5 w/ John
PREA and NCREIF
ORGANIZATION5 w/ Fidelity·5 w/ John
DV
Daniel Vene
PERSON5 w/ Fidelity·5 w/ John