DATA SYSTEM / IAPD

Investment Adviser Public Disclosure (IAPD)

Learn what the SEC Investment Adviser Public Disclosure system contains and how IAPD relates to Form ADV, IARD, CRD, and adviser records.

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SOURCE STANDARD PRIMARY PUBLIC RECORDS

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Definition

Investment Adviser Public Disclosure (IAPD) is the public-facing system for researching investment adviser firms and representatives. It exposes registration information and public disclosure documents derived from filings made through the Investment Adviser Registration Depository.

At a glance

System role
Public disclosure and lookup
Primary records
Adviser firms and representatives
Underlying filings
Form ADV and related records
Common lookup ID
CRD number

01

What readers find in IAPD

IAPD supports name and identifier searches for adviser firms and individuals. Depending on the record, users can inspect registration information, current Form ADV filings, brochures, relationship summaries, employment information, and disclosure events.

  • Firm and representative identity
  • Registration status and jurisdictions
  • Current public Form ADV documents
  • CRD-linked records
  • Public disclosure information

02

IAPD is not the filing system

IARD is the electronic filing depository used by advisers and regulators. IAPD is the public disclosure interface. AUMSearch should cite IAPD as the public record while preserving the underlying form, filing date, and native identifier.

03

Interpretation limits

Registration is not a regulator’s endorsement of an adviser. A disclosure event is a prompt to inspect the underlying details, not a complete severity score. Public records can also change when firms amend their filings or registration status.

SRC

Primary sources

Definitions and regulatory claims on this page are grounded in the following official public resources.