5
Shared Docs
5
Same-Page
5 / 8
Mentions
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
LLC Street, 26th New York, NY 10165 646-214-7400 Floor March 30, 2018 This 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
ntact information can be located on the cover page to this ADV 2B. Form ADV Part 2B EFTA01395157 GLDUS143 Henry Nicholas iCapital Advisors, LLC Phil Pool Educational Background and Business Experience Mr. Pool is a member of iCapital Advisor's investment committee. Mr. Pool is Co-Founder and Chairm
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
ion can be located on the cover page to this ADV 2B. Form ADV Part 2B EFTA01395044 GLDUS183 Dimension Capital Management iCapital Advisors, LLC Phil Pool Educational Background and Business Experience Mr. Pool is a member of iCapital Advisor's investment committee. Mr. Pool is Co-Founder and Chairm
LLC Street, 26th New York, NY 10165 646-214-7400 Floor March 30, 2018 This 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
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
LLC Street, 26th New York, NY 10165 646-214-7400 Floor March 30, 2018 This 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
contact information can be located on the cover page to this ADV 2B. Form ADV Part 2B EFTA01397663 GLDUS141 Greg Martin iCapital Advisors, LLC Phil Pool Educational Background and Business Experience Mr. Pool is a member of iCapital Advisor's investment committee. Mr. Pool is Co-Founder and Chairm
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
rochure Supplement 60 East 42nd iCapital Advisors, LLC Street, 26th New York, NY 10165 Floor March 30, 2018 This Brochure Supplement provides Phil Pool, John Robertshaw, Daniel Vene and Nicholas Veronis LLC's Form ADV Brochure. Please contact Michael Stanton, Officer, at or by email at Advisors
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
rochure Supplement 60 East 42nd iCapital Advisors, LLC Street, 26th New York, NY 10165 Floor March 30, 2018 This Brochure Supplement provides Phil Pool, John Robertshaw, Daniel Vene and Nicholas Veronis LLC's Form ADV Brochure. Please contact Michael Stanton, Officer, at 1- or by email at Adviso
Entities connected to both UBS Financial Services Inc and Phil Pool
Nicholas Veronis
PERSON
Michael Shannon
PERSONDaniel Vene
PERSONThis Brochure Supplement
ORGANIZATIONthe iCapital Advisors
ORGANIZATIONEileen Duff Blalock
PERSON
BlackRock
ORGANIZATIONiCapital
ORGANIZATIONBlackRock, Inc.
ORGANIZATION
Credit Suisse
ORGANIZATIONGroup AG
ORGANIZATIONBNY Capital Corporation
ORGANIZATIONthe Securities and Exchange Commission
ORGANIZATIONEaton Partners
ORGANIZATIONthe Investment Committee
ORGANIZATIONKidder, Peabody & Co.
ORGANIZATIONThe Boston Business Journal
ORGANIZATIONGen II
ORGANIZATIONDislocation Opportunities Access Fund
ORGANIZATIONiCapital Network
ORGANIZATION