EFTA01389608.pdf
dataset_10 PDF 101.9 KB • Feb 4, 2026 • 1 pages
GLDUSI32 Evaii/Vatch Financial
iCapital Advisors. LLC Form ADV Part 28
John C. Robertshaw
Educational Background and Business Experience
Mr. Robertshaw is a member of iCapital Advisor's investment committee. Mr. Robertshaw is a Co-
Founder and Special Advisor to iCapital Network. Until 2016. he served as a Vice Chairman of Credit
Suisse Securities (USA) LLC. He served as Co-Head of the Private Fund Group at Credit Suisse from
2004 through 2013, during which time the Private Fund Group represented more than 170 funds raising
in excess of $250 billion. He also served as a member of the Asset Management Operating Committee
as well as the Alternative Investments Operating Committee at Credit Suisse. Mr. Robertshaw joined
Credit Suisse in November 2000. when the Bank merged with Donaldson, Lufkin & Jenrette. where he
was a Managing Director in the Private Fund Group. Mr. Robertshaw joined DLJ in September 1995
from Salomon Brothers, where he was in charge of Private Equity Placements. He spent seven years
with Salomon, the last five as a private placement specialist. Mr. Robertshaw received a B.A in English
Literature from Yale University.
Disciplinary Information
Mr. Robertshaw has not been the subject of any material legal or disciplinary events required to be
disclosed in this Item.
Other Business Activities
Mr. Robertshaw is a Special Advisor to iCapital Network and iCapital Securities. LLC. In order to
minimize any conflicts of interest, he does not receive sales commission. All employees of iCapital
Advisors are instructed to put client interest first at all times.
Additional Compensation
None.
Supervision
Mr. Michael Stanton, iCapital's CCO. supervises Mr. Robertshaw for compliance purposes. Mr.
Stanton's contact information can be located on the cover page to this ADV 2B.
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0093971
CONFIDENTIAL SDNY_GM_00240155
EFTA01389608
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