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GLDUS143 Henry Nicholas iCapital Advisors, LLC Form ADV Part 2A Funds. The Gen II relationship will be managed by several iCapital executives. BNY Capital Corporation ("BNY") BNY holds a minority ownership interest in Institutional Capital Network, Inc., the parent company of iCapital. Certain of the Funds hold
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
ension Capital Management iCapital Advisors, LLC Form ADV Part 2A Funds. The Gen II relationship will be managed by several iCapital executives. BNY Capital Corporation ("BNY") BNY holds a minority ownership interest in Institutional Capital Network, Inc., the parent company of iCapital. Certain of the Funds hold
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
Pacific Life Insurance Co iCapital Advisors, LLC Form ADV Part 2A Funds. The Gen II relationship will be managed by several iCapital executives. BNY Capital Corporation ("BNY") BNY holds a minority ownership interest in Institutional Capital Network, Inc., the parent company of iCapital. Certain of the Funds hold
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
LDUS127 Annandale Capital iCapital Advisors, LLC Form ADV Part 2A Funds. The Gen II relationship will be managed by several iCapital executives. BNY Capital Corporation ("BNY") BNY holds a minority ownership interest in Institutional Capital Network, Inc., the parent company of iCapital. Certain of the Funds hold
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
50 GLDUS141 Greg Martin iCapital Advisors, LLC Form ADV Part 2A Funds. The Gen II relationship will be managed by several iCapital executives. BNY Capital Corporation ("BNY") BNY holds a minority ownership interest in Institutional Capital Network, Inc., the parent company of iCapital. Certain of the Funds hold
and helped spearhead the firm's investment strategy in the financial software and data sector. Mr. Veronis was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter fo
Entities connected to both BNY Capital Corporation and Atlas Advisors
iCapital
ORGANIZATIONNicholas Veronis
PERSONNewhouse Newspapers
ORGANIZATION
BlackRock
ORGANIZATION
Michael Shannon
PERSONBlackRock, Inc.
ORGANIZATION
Trinity College
ORGANIZATIONUBS Financial Services Inc
ORGANIZATIONGroup AG
ORGANIZATIONThe Boston Business Journal
ORGANIZATION
Credit Suisse
ORGANIZATION
Stanton
PERSONNew Media Division
ORGANIZATIONthe Investment Committee
ORGANIZATIONKidder, Peabody & Co.
ORGANIZATIONGen II
ORGANIZATIONDislocation Opportunities Access Fund
ORGANIZATIONiCapital Network
ORGANIZATIONLiquidity of Investments
ORGANIZATIONFir Tree Partners
ORGANIZATION