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Document Mentions (5 shared documents)
4 mentions1 same-page
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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
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
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 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
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 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
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 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
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
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 UBS Financial Services Inc and John C. Robertshaw
Credit Suisse
ORGANIZATION19 w/ UBS·23 w/ John
iCapital
ORGANIZATION19 w/ UBS·23 w/ John
Stanton
PERSON5 w/ UBS·23 w/ John
Michael Shannon
PERSON5 w/ UBS·23 w/ John
iCapital Network
ORGANIZATION5 w/ UBS·23 w/ John
BlackRock, Inc.
ORGANIZATION19 w/ UBS·5 w/ John
BlackRock
ORGANIZATION19 w/ UBS·5 w/ John
BNY Capital Corporation
ORGANIZATION19 w/ UBS·5 w/ John
Group AG
ORGANIZATION19 w/ UBS·5 w/ John
the Securities and Exchange Commission
ORGANIZATION6 w/ UBS·5 w/ John
National Financial Services
ORGANIZATION5 w/ UBS·5 w/ John
Hollywood Blvd
LOCATION5 w/ UBS·5 w/ John
Eaton Partners
ORGANIZATION5 w/ UBS·5 w/ John
the Investment Committee
ORGANIZATION5 w/ UBS·5 w/ John
Kidder, Peabody & Co.
ORGANIZATION5 w/ UBS·5 w/ John
The Boston Business Journal
ORGANIZATION5 w/ UBS·5 w/ John
Gen II
ORGANIZATION5 w/ UBS·5 w/ John
Dislocation Opportunities Access Fund
ORGANIZATION5 w/ UBS·5 w/ John
Liquidity of Investments
ORGANIZATION5 w/ UBS·5 w/ John
Fir Tree Partners
ORGANIZATION5 w/ UBS·5 w/ John