Investment adviser and holdings data, ready to search
Find adviser firms, Form ADV records, Form 13F filings, and reported holdings. Query the same normalized data through API or MCP.
Search AUMSearch data
Status pending| Manager | Type | Latest report | Identifier | Official record | Open |
|---|
Results are queried from normalized production records. Dates and values retain their source-specific meaning. Review coverage and limitations.
REST API
View API ↗Live request: search 13F filings
1 curl -G "https://aumsearch.com/v1/filings" \
2 --data-urlencode 'query=Vanguard Group' \
3 --data-urlencode 'form_type=13F-HR'MCP server
View MCP ↗Live Streamable HTTP endpoint
1 {
2 "mcpServers": {
3 "aumsearch": {
4 "transport": "http",
5 "url": "https://aumsearch.com/mcp",
6 "tools": ["search_filings", "get_manager"]
7 }
8 }
9 }What you can research
Normalized data stays connected to the filing or public record behind it.
Registration status, regulatory AUM, clients, offices, and ownership.
Filings, amendments, withdrawals, private funds, brochures, and disclosures.
Quarterly holdings reports, notices, amendments, and reporting dates.
Issuers, CUSIPs, values, shares, discretion, and voting authority.
REFERENCE LAYER
Understand every field before you use it
Adviser profiles, Form ADV records, Form 13F filings, and reported holdings carry different identifiers, dates, and financial measures. AUMSearch documents those distinctions so normalized data stays interpretable.