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Document Mentions (5 shared documents)
2 mentions1 same-page
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ut admitting or denying any allegations, Raymond James Financial Services, Inc. ("Raymond James") settled with most of the states, Puerto Rico, the Virgin Islands, and the District of Columbia allegations that they failed to supervise and/or engaged in dishonest or unethical practices (or substantially equiv
nager, is typically a percentage of the net asset value an investor has in applicable iCapital Funds. Further, the Investment Manager'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
2 mentions1 same-page
Page ?Same page
ut admitting or denying any allegations, Raymond James Financial Services, Inc. ("Raymond James") settled with most of the states, Puerto Rico, the Virgin Islands, and the District of Columbia allegations that they failed to supervise and/or engaged in dishonest or unethical practices (or substantially equiv
nager, is typically a percentage of the net asset value an investor has in applicable iCapital Funds. Further, the Investment Manager'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
2 mentions1 same-page
Page ?Same page
ut admitting or denying any allegations, Raymond James Financial Services, Inc. ("Raymond James") settled with most of the states, Puerto Rico, the Virgin Islands, and the District of Columbia allegations that they failed to supervise and/or engaged in dishonest or unethical practices (or substantially equiv
nager, is typically a percentage of the net asset value an investor has in applicable iCapital Funds. Further, the Investment Manager'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
Sponsored
2 mentions1 same-page
Page ?Same page
ut admitting or denying any allegations, Raymond James Financial Services, Inc. ("Raymond James") settled with most of the states, Puerto Rico, the Virgin Islands, and the District of Columbia allegations that they failed to supervise and/or engaged in dishonest or unethical practices (or substantially equiv
nager, is typically a percentage of the net asset value an investor has in applicable iCapital Funds. Further, the Investment Manager'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
2 mentions1 same-page
Page ?Same page
ut admitting or denying any allegations, Raymond James Financial Services, Inc. ("Raymond James") settled with most of the states, Puerto Rico, the Virgin Islands, and the District of Columbia allegations that they failed to supervise and/or engaged in dishonest or unethical practices (or substantially equiv
nager, is typically a percentage of the net asset value an investor has in applicable iCapital Funds. Further, the Investment Manager'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
Sponsored
Mutual Connections (111)
Entities connected to both U.S. Virgin Islands and Institutional Capital Network, Inc.
United States
LOCATION341 w/ U.S.·12 w/ Institutional
Puerto Rico
LOCATION172 w/ U.S.·5 w/ Institutional
Eric Holder
PERSON127 w/ U.S.·5 w/ Institutional
Lawrence Krauss
PERSON114 w/ U.S.·7 w/ Institutional
Prince Charles
PERSON91 w/ U.S.·4 w/ Institutional
Samantha Power
PERSON89 w/ U.S.·5 w/ Institutional
Paul Volcker
PERSON84 w/ U.S.·5 w/ Institutional
the State of New York
LOCATION62 w/ U.S.·3 w/ Institutional
iCapital
ORGANIZATION5 w/ U.S.·59 w/ Institutional
United Kingdom
LOCATION50 w/ U.S.·12 w/ Institutional
Fidelity
ORGANIZATION8 w/ U.S.·42 w/ Institutional
National Financial Services
ORGANIZATION5 w/ U.S.·42 w/ Institutional
United States District Court
ORGANIZATION42 w/ U.S.·5 w/ Institutional
the District of Columbia
LOCATION36 w/ U.S.·5 w/ Institutional
iCapital Advisors
ORGANIZATION5 w/ U.S.·32 w/ Institutional
Marla Maples
PERSON22 w/ U.S.·8 w/ Institutional
U.S. Treasury
ORGANIZATION22 w/ U.S.·5 w/ Institutional
the Securities and Exchange Commission
ORGANIZATION23 w/ U.S.·4 w/ Institutional
Fidelity Brokerage Services
ORGANIZATION5 w/ U.S.·21 w/ Institutional
Deutsche Bank Securities Inc.
ORGANIZATION19 w/ U.S.·7 w/ Institutional