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Document Mentions (5 shared documents)
2 mentions1 same-page
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nager's affiliate, Institutional Capital Network, Inc., has committed to an annual marketing spend with Fidelity through which it will promote the iCapital network to Fidelity's platform of registered investment advisers and brokers. The existence of such compensation arrangements could create a poten
the Underlying Fund. See "Access Fund Expenses" and "Underlying Fund Management Fee." Placement Agent; Placement Fee The Access Fund will utilize Raymond James & Associates, Inc. or Raymond James Financial Services, Inc. (each separately and collectively referred to as "Raymond James") or an affiliate thereof, to serve as a
2 mentions1 same-page
Page ?Same page
nager's affiliate, Institutional Capital Network, Inc., has committed to an annual marketing spend with Fidelity through which it will promote the iCapital network to Fidelity's platform of registered investment advisers and brokers. The existence of such compensation arrangements could create a poten
the Underlying Fund. See "Access Fund Expenses" and "Underlying Fund Management Fee." Placement Agent; Placement Fee The Access Fund will utilize Raymond James & Associates, Inc. or Raymond James Financial Services, Inc. (each separately and collectively referred to as "Raymond James") or an affiliate thereof, to serve as a
2 mentions1 same-page
Page ?Same page
nager's affiliate, Institutional Capital Network, Inc., has committed to an annual marketing spend with Fidelity through which it will promote the iCapital network to Fidelity's platform of registered investment advisers and brokers. The existence of such compensation arrangements could create a poten
the Underlying Fund. See "Access Fund Expenses" and "Underlying Fund Management Fee." Placement Agent; Placement Fee The Access Fund will utilize Raymond James & Associates, Inc. or Raymond James Financial Services, Inc. (each separately and collectively referred to as "Raymond James") or an affiliate thereof, to serve as a
Sponsored
2 mentions1 same-page
Page ?Same page
nager's affiliate, Institutional Capital Network, Inc., has committed to an annual marketing spend with Fidelity through which it will promote the iCapital network to Fidelity's platform of registered investment advisers and brokers. The existence of such compensation arrangements could create a poten
the Underlying Fund. See "Access Fund Expenses" and "Underlying Fund Management Fee." Placement Agent; Placement Fee The Access Fund will utilize Raymond James & Associates, Inc. or Raymond James Financial Services, Inc. (each separately and collectively referred to as "Raymond James") or an affiliate thereof, to serve as a
2 mentions1 same-page
Page ?Same page
nager's affiliate, Institutional Capital Network, Inc., has committed to an annual marketing spend with Fidelity through which it will promote the iCapital network to Fidelity's platform of registered investment advisers and brokers. The existence of such compensation arrangements could create a poten
the Underlying Fund. See "Access Fund Expenses" and "Underlying Fund Management Fee." Placement Agent; Placement Fee The Access Fund will utilize Raymond James & Associates, Inc. or Raymond James Financial Services, Inc. (each separately and collectively referred to as "Raymond James") or an affiliate thereof, to serve as a
Sponsored
Mutual Connections (85)
Entities connected to both iCapital and Raymond James & Associates, Inc.
iCapital Securities
ORGANIZATION82 w/ iCapital·5 w/ Raymond
Credit Suisse
ORGANIZATION67 w/ iCapital·5 w/ Raymond
Institutional Capital Network, Inc.
ORGANIZATION59 w/ iCapital·5 w/ Raymond
Fidelity
ORGANIZATION47 w/ iCapital·5 w/ Raymond
National Financial Services
ORGANIZATION47 w/ iCapital·5 w/ Raymond
Fidelity Brokerage Services
ORGANIZATION37 w/ iCapital·5 w/ Raymond
Glendower Capital
ORGANIZATION25 w/ iCapital·10 w/ Raymond
Glendower
LOCATION8 w/ iCapital·26 w/ Raymond
Keogh
ORGANIZATION27 w/ iCapital·5 w/ Raymond
the Securities and Exchange Commission
ORGANIZATION27 w/ iCapital·5 w/ Raymond
Gerald Ford
PERSON27 w/ iCapital·3 w/ Raymond
HN
Henry Nicholas
PERSON27 w/ iCapital·2 w/ Raymond
The Placement Fee
ORGANIZATION8 w/ iCapital·21 w/ Raymond
Department of Labor
ORGANIZATION22 w/ iCapital·5 w/ Raymond
iCapital Advisors
ORGANIZATION21 w/ iCapital·5 w/ Raymond
United Kingdom
LOCATION8 w/ iCapital·10 w/ Raymond
European Union
ORGANIZATION5 w/ iCapital·10 w/ Raymond
Denmark
LOCATION5 w/ iCapital·10 w/ Raymond
Puerto Rico
LOCATION5 w/ iCapital·10 w/ Raymond
the U.S. Investment Company Act
ORGANIZATION5 w/ iCapital·10 w/ Raymond