AUMSearch API

Investment data API for source-linked research.

Query adviser, private-fund, Form D, and Form 13F records with consistent identifiers, source dates, and official links.

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Manager searchREST API

GET /v1/managers?query=berkshire

{
  "data": [{
    "name": "...",
    "identifiers": { "cik": "..." },
    "source": { "filed_at": "..." }
  }]
}

Responses retain identifiers, reporting dates, and source context.

Designed for integration

Structured access without losing the source context.

Stable records

Identifiers that survive a spreadsheet

Keep CRD, CIK, accession, series, class, CUSIP, and internal record keys explicit and appropriately scoped.

Source context

Provenance in the response

Carry filing date, reporting period, form type, and official source links with the record.

Predictable access

Documented quotas and pagination

Use conventional request limits, cursors, errors, and service keys—with no need to scrape a web interface.

API resources

Follow the research graph through a simple API.

/v1/status

Inspect service health and all dataset statistics

/v1/datasets/stats

List record counts and freshness for every dataset

/v1/datasets/{id}/stats

Retrieve record count and freshness for one dataset

/v1/managers

Search and filter investment managers

/v1/managers/{id}

Retrieve a manager profile and identifiers

/v1/managers/{id}/filings

List a manager’s sourced filing history

/v1/managers/{id}/comparisons

Compare adjacent reported Form 13F periods

/v1/filings

Search filing metadata across sources

/v1/filings/{id}

Retrieve a filing, report structure, and warnings

/v1/holdings

Query reported institutional holdings

/v1/securities

Search normalized securities by canonical name or identifier

/v1/securities/resolve

Resolve a dated source-native security identifier

/v1/securities/{id}

Retrieve a normalized security record

/v1/sources/status

Inspect source freshness and coverage

Response contract

A record should explain where it came from.

Identity

Return the native and normalized identifiers needed to distinguish advisers, registered funds, filing managers, filings, and securities.

Time

Expose report periods, filing dates, effective dates, observed dates, and update metadata as specifically named fields.

Provenance

Include form type, accession or filing identity, and an official source link for facts that require verification.

Behavior

Document pagination, ordering, null states, corrections, rate limits, errors, and version changes before access is billable.

Review the data-source evaluation checklist

Build with AUMSearch

Connect source-linked investment data.

Request an API key for your application, research workflow, or internal system.

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