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Compare Form ADV, Form D, and 13F history—and open the official filing behind every answer.
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Review the methodologyCurrent answers. Historical context.
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Start with an entity, follow the filings and facts around it, compare source-dated periods, and open the official evidence behind the conclusion.
Start with an entityInvestment firmName · CRD · CIK
Follow its public record
Adviser recordsADV, Schedule D, IAR, brochures, CRS
Fund recordsForm 485 and N-PORT
Holdings recordsForm 13F and security identifiers
Offering recordsForm D and D/A
Turn records into evidenceCompare periodsSurface changesOpen official sourcesReview the connected data
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For asset managersBenchmark competitors and spot new product activity.Track competitor filings, offerings, funds, and reported holdings without confusing a regulatory disclosure with a commercial result.
For RIAsInvestigate sponsors, offerings, and disclosures.Move from a sponsor name to the entities, people, funds, offerings, disclosures, and source documents behind the public record.
For data and engineering teamsAutomate monitored datasets with provenance.Replace one-off filing pipelines with documented records, stable joins, explicit dates, and delivery that fits your stack.
For service providersIdentify firms and funds that may need your services.Find organizations that fit your market, understand their disclosed relationships, and spot changes that create a reason to research now.
AUMSearch Research
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Practical guides for interpreting public investment data, evaluating evidence, and building repeatable research methods.
Adviser intelligence
How to compare Form ADV filing history
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Private offerings
How to search Form D and interpret offering amendments
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Private offerings
What Form D filings reveal—and what they do not
7 min readRead article
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