Identifiers that survive a spreadsheet
Keep CRD, CIK, accession, series, class, CUSIP, and internal record keys explicit and appropriately scoped.
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.
Manager searchREST API
GET /v1/managers?query=berkshire
{
"data": [{
"display_name": "...",
"crd": "...",
"provenance": { "source_url": "https://..." }
}]
}Responses retain identifiers, reporting dates, and source context.
Designed for integration
Structured access without losing the source context.
Provenance in the response
Carry filing date, reporting period, form type, and official source links with the record.
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/statusInspect service health and all dataset statistics
/v1/datasets/statsList record counts and freshness for every dataset
/v1/datasets/{id}/statsRetrieve record count and freshness for one dataset
/v1/managersSearch source-reported adviser firms
/v1/filingsSearch Form 13F, Form D, or ADV-W filings in a completed source package
/v1/holdingsSearch as-filed Form 13F positions
/v1/securitiesSearch official Section 13(f) list entries
/v1/representativesSearch source-reported adviser representatives
/v1/offeringsSearch Form D notices
/v1/private-fundsSearch Form ADV private-fund reports
/v1/fundsSearch N-PORT fund reports
/v1/sources/statusInspect published dataset freshness and coverage
/v1/representative-movesRead source-reported adviser representative moves
/v1/newly-registered-advisersRead source-reported first representative registrations
/v1/newsroom/sources/statusInspect newsroom source generations, completeness, history, and limitations
/v1/snapshots/{generation_id}Retrieve an immutable completed source snapshot receipt and artifact manifest
/v1/snapshots/{generation_id}/representativesPage a complete IAR snapshot pinned to its immutable source artifact
/v1/representatives/{crd}Read an IAR representative as observed in one complete snapshot
/v1/evidence/iar/representatives/{crd}Read bounded canonical IAR primary evidence bound to one immutable representative version
/v1/representatives/{crd}/affiliationsRead source-versioned current and prior IAR affiliations
/v1/representatives/{crd}/registration-historyPage generation-bound source-reported current registration statuses and previous registration intervals
/v1/firms/{crd}/officesRead IAR business-office evidence without substituting firm headquarters
/v1/firms/{crd}/registrationsRead the IAR jurisdiction registrations observed for a firm roster
/v1/withdrawalsPage immutable ADV-W filing evidence with exact signer context and explicit unavailable jurisdiction evidence
/v1/withdrawals/generationsPage immutable ADV-W archive generations oldest first for bounded sequential catch-up
/v1/withdrawals/{withdrawal_id}Read one generation-pinned ADV-W filing record
/v1/withdrawals/{withdrawal_id}/later-adv-observationCompare a withdrawal with one selected later immutable ADV snapshot without inferring legal reversal
/v1/adv-documents/changesPage the firms whose Part 1 filing, Part 2 brochure or Form CRS changed on one source-reported date
/v1/adv-execution-signersPage source-reported execution signers for initial Form ADV registration requests
/v1/adv-owner-controlPage source-reported Schedule A/B owner and control relationships without person or current-control inference
/v1/adv-history/generationsPage firm-filtered immutable ADV history receipts for signer and owner/control evidence, oldest first
/v1/adv-brochures/{brochure_version_id}Read immutable brochure body and extraction availability evidence
/v1/adv-brochures/{brochure_version_id}/pagesPage generation-pinned extracted brochure text with page provenance
/v1/adv-brochures/generationsPage immutable reconciled official monthly Part 2 archive receipts
/v1/adv-brochures/generations/{generation_id}/versionsPage exact brochure membership and text availability in one monthly receipt
/v1/adv-brochures/generations/{generation_id}/versions/{brochure_version_id}Read one historical brochure body with exact family and language evidence
/v1/adv-brochures/generations/{generation_id}/versions/{brochure_version_id}/pagesPage parser-pinned historical brochure text from exact monthly membership
/v1/adv-current/windowRead exact selected ADV dates and the preceding baseline
/v1/adv-current/generations/{generation_id}/aum-comparisonsPage the verified complete selected regulatory AUM comparison cohort
/v1/adv-current/generations/{generation_id}/firms-batchRead at most 50 selected generation-pinned firm profiles
/v1/newsroom/representatives-batchRead at most 50 selected representative profiles
/v1/newsroom/evidence-batchRead at most 16 selected checksum-bound candidate packages
/v1/adv-current/generationsPage checksum-fenced same-date SEC and state ADV generations oldest first for bounded sequential catch-up
/v1/adv-current/generations/{generation_id}/firmsPage source-distinct firm observations pinned to one ADV current generation
/v1/adv-current/generations/{generation_id}/presence-changesPage observed feed membership changes without lifecycle inference
/v1/adv-current/generations/{generation_id}/field-changesPage typed source field differences between adjacent complete generations
/v1/form-13f/generationsPage reconciled immutable SEC Form 13F quarterly and daily generations
/v1/form-13f/daily-generationsPage immutable SEC Form 13F daily-index generations oldest first for lossless scheduling
/v1/form-13f/generations/{generation_id}/filingsPage source-reported Form 13F filings in one immutable archive window
/v1/form-13f/generations/{generation_id}/filings/{accession_number}Read one generation-pinned Form 13F filing and its reported amendment context
/v1/form-13f/generations/{generation_id}/filings/{accession_number}/holdingsPage positions as reported in one Form 13F filing without current-ownership inference
/v1/form-13f/effective-generationsRead the latest or a selected immutable Form 13F effective-set generation
/v1/form-13f/effective-generations/{generation_id}/setsPage source-supported amendment and confidential-treatment effective sets
/v1/form-13f/effective-generations/{generation_id}/sets/{effective_set_id}/positionsPage exact reported positions in one complete effective set
/v1/form-13f/effective-generations/{generation_id}/position-changesPage adjacent-period reported-position difference primitives with explicit inference holds
/v1/form-d/generationsPage reconciled immutable Form D quarterly and daily generations
/v1/form-d/generations/{generation_id}/filingsPage filings pinned to one reconciled Form D generation
/v1/form-d/generations/{generation_id}/filings/{accession_number}Read one document-scoped Form D filing from an immutable generation
/v1/form-d/lineage-generationsRead the latest or a selected immutable Form D reported-lineage generation
/v1/form-d/lineage-generations/{generation_id}/filingsPage direct filer-reported predecessor evidence with source receipt coordinates
/v1/form-d/lineage-generations/{generation_id}/offering-changesPage reconciled before and after cumulative Form D offering values without flow inference
/v1/newsroom/candidatesPage bounded immutable story candidates through a durable append cursor
/v1/newsroom/candidates/{candidate_id}/evidenceRead one checksum-bound, story-scoped evidence package
/v1/changesPage immutable IAR affiliation changes from a fully consumed generation watermark
Response contract
A record should explain where it came from.
Identity
Return the source-native 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.
Build with AUMSearch
Connect source-linked investment data.
Request an API key for your application, research workflow, or internal system.
Request API access