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Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
investor reporting, capital call and distribution processing and investor support services. This relationship may create an incentive to select Gen II to provide services in respect of the 22 EFTA01395144 GLDUS143 Henry Nicholas iCapital Advisors, LLC Form ADV Part 2A Funds. The Gen II relat
II") Fund Administrator. Certain Principals of Gen II are minority owners of Institutional Capital Network, Inc., the parent company of iCapital. Gen II provides fund administration services to the Private Access Funds. In this capacity, Gen II provides iCapital accounting and investor reporting,
3 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
II") Fund Administrator. Certain Principals of Gen II are minority owners of Institutional Capital Network, Inc., the parent company of iCapital. Gen II provides fund administration services to the Private Access Funds. In this capacity, Gen II provides iCapital accounting and investor reporting,
investor reporting, capital call and distribution processing and investor support services. This relationship may create an incentive to select Gen II to provide services in respect of the 22 EFTA01395031 GLDUS183 Dimension Capital Management iCapital Advisors, LLC Form ADV Part 2A Funds. Th
3 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
II") Fund Administrator. Certain Principals of Gen II are minority owners of Institutional Capital Network, Inc., the parent company of iCapital. Gen II provides fund administration services to the Private Access Funds. In this capacity, Gen II provides iCapital accounting and investor reporting,
investor reporting, capital call and distribution processing and investor support services. This relationship may create an incentive to select Gen II to provide services in respect of the 22 EFTA01396304 GLDUS126 Pacific Life Insurance Co iCapital Advisors, LLC Form ADV Part 2A Funds. The G
Sponsored
3 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
II") Fund Administrator. Certain Principals of Gen II are minority owners of Institutional Capital Network, Inc., the parent company of iCapital. Gen II provides fund administration services to the Private Access Funds. In this capacity, Gen II provides iCapital accounting and investor reporting,
investor reporting, capital call and distribution processing and investor support services. This relationship may create an incentive to select Gen II to provide services in respect of the 22 EFTA01396977 GLDUS127 Annandale Capital iCapital Advisors, LLC Form ADV Part 2A Funds. The Gen II re
3 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
investor reporting, capital call and distribution processing and investor support services. This relationship may create an incentive to select Gen II to provide services in respect of the 22 EFTA01397650 GLDUS141 Greg Martin iCapital Advisors, LLC Form ADV Part 2A Funds. The Gen II relation
II") Fund Administrator. Certain Principals of Gen II are minority owners of Institutional Capital Network, Inc., the parent company of iCapital. Gen II provides fund administration services to the Private Access Funds. In this capacity, Gen II provides iCapital accounting and investor reporting,
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Mutual Connections (67)
Entities connected to both UBS Financial Services Inc and Gen II
iCapital
ORGANIZATION19 w/ UBS·27 w/ Gen
the Securities and Exchange Commission
ORGANIZATION6 w/ UBS·27 w/ Gen
BNY Capital Corporation
ORGANIZATION19 w/ UBS·5 w/ Gen
BlackRock, Inc.
ORGANIZATION19 w/ UBS·5 w/ Gen
BlackRock
ORGANIZATION19 w/ UBS·5 w/ Gen
Group AG
ORGANIZATION19 w/ UBS·5 w/ Gen
Credit Suisse
ORGANIZATION19 w/ UBS·5 w/ Gen
Reliance
ORGANIZATION5 w/ UBS·5 w/ Gen
the University of Virginia
ORGANIZATION5 w/ UBS·5 w/ Gen
Fidelity
ORGANIZATION5 w/ UBS·5 w/ Gen
New York
LOCATION5 w/ UBS·5 w/ Gen
EA
Eileen Alexanderson
PERSON5 w/ UBS·5 w/ Gen
National Financial Services
ORGANIZATION5 w/ UBS·5 w/ Gen
Hollywood Blvd
LOCATION5 w/ UBS·5 w/ Gen
Eaton Partners
ORGANIZATION5 w/ UBS·5 w/ Gen
the Investment Committee
ORGANIZATION5 w/ UBS·5 w/ Gen
Kidder, Peabody & Co.
ORGANIZATION5 w/ UBS·5 w/ Gen
The Boston Business Journal
ORGANIZATION5 w/ UBS·5 w/ Gen
Dislocation Opportunities Access Fund
ORGANIZATION5 w/ UBS·5 w/ Gen
iCapital Network
ORGANIZATION5 w/ UBS·5 w/ Gen