Choose a repeatable cadence
Receive recurring deliveries aligned to the source and update pattern that matters to your workflow.
AUMSearch data feeds
Put recurring investment data directly into your workflow.
Receive source-linked snapshots and changes on a schedule—without rebuilding public filing pipelines or pulling every record through an interactive API.
Delivery profile
Built for recurring use
- Full snapshots or bounded changes
- Scheduled delivery by dataset
- Source and reporting dates included
- Stable identifiers and provenance fields
- Formats matched to the workflow
Designed for downstream systems
Reliable delivery without losing the filing context.
Keep provenance with every row
Carry identifiers, filing dates, reporting periods, and source references into your own environment.
Load full or incremental data
Use complete snapshots for simple replacement workflows or bounded changes for efficient processing.
Feed coverage
Bring the connected investment-data catalog into your stack.
Choose complete families or a bounded set of source tables and fields. The delivery profile records the included history, source cutoff, refresh pattern, and relationship keys.
Advisers, people, and private marketsConnect firms and representatives to their registrations, narrative disclosures, private funds, service providers, and exempt offerings.
- Adviser firms and Form ADV recordsAdviser firms · Form ADV filings · ADV-W · Ownership · Disclosures
- Form ADV Schedule D private fundsPrivate fund IDs · Fund types · Gross assets · Service providers · Form D links
- Investment adviser representative recordsIndividual CRD · Firm history · State registrations · Qualifications · Disclosures
- Form ADV Part 2 brochures and Form CRSPart 2A brochures · Part 2B supplements · Form CRS · Document versions · Extracted sections
- Form D and D/A offering recordsForm D/D-A filings · Issuers · Offerings · Recipients · Amendments
Registered funds and portfoliosMove from a registrant and series to its registration lifecycle, portfolio holdings, share classes, and source filings.
- Registered funds and Form 485 filingsForm N-1A · Form 485 · Series IDs · Class IDs · Prospectuses
- Form N-PORT fund portfolio holdingsFund portfolios · Position values · Debt terms · Derivatives · Counterparties
Institutional holdings and securitiesStudy periodic holdings and the identifiers connecting managers, issuers, securities, filings, and fund portfolios.
- Form 13F filings and reported holdingsForm 13F filings · Reported holdings · Managers · Report periods · Amendments
- Securities and identifier historyCUSIP · Ticker · FIGI · Issuer · Security class
Delivery contract
Know what arrived, when it changed, and how to verify it.
Manifest
Identify the dataset, delivery, source cutoff, included periods, and file inventory.
Schema
Document field meaning, types, null behavior, identifiers, and version changes.
Completeness
Separate complete snapshots, incremental changes, and known source gaps.
Verification
Retain the source fields needed to trace consequential records back to official filings.
Recurring delivery
Bring AUMSearch data into your environment.
Tell us which datasets, history, cadence, format, and destination your workflow needs.
Request a data feed