Find firms and filings
Let the tool retrieve candidate records using names, dates, forms, and identifiers.
AUMSearch for AI tools
Give your AI workflows a better investment-data foundation.
MCP lets compatible assistants search structured investment records, follow relationships, and return official sources—without pretending a model already knows the latest filing.
You
Find an adviser and its source-reported Form 13F filings with official links.
AUMSearch
Results retain the reporting period, official filing, and relevant limitations.Search adviser records and filing packages, then return the reporting dates, official links, and source limitations.
Manager identityReporting periodOfficial filings
Grounded workflows
Make the data retrieval step explicit and inspectable.
Read reported positions
Retrieve as-filed holdings from a completed source package and keep the report period and amendment context attached.
Return the underlying sources
Carry official URLs and interpretation warnings into the final research answer.
Research tools
Small tools that complete real research tasks.
search_adviser_firmsSearch adviser firms
search_adviser_representativesSearch adviser representatives
search_13f_filingsSearch Form 13F filings
search_13f_holdingsSearch Form 13F holdings
search_form_d_filingsSearch Form D filings
search_private_fundsSearch private funds
search_nport_fund_reportsSearch N-PORT fund reports
Grounding standard
The assistant should expose the research trail.
Resolve before comparing
Return candidate entities and identifiers when a name is ambiguous instead of silently selecting the most convenient match.
State the period
Identify the filing and report periods used so “latest” does not become an unsupported claim from model memory.
Keep caveats attached
Return source limitations with the result, including delayed reporting and incomplete portfolio coverage where relevant.
Cite the evidence
Provide official source URLs and structured identifiers that a person or downstream process can inspect independently.
Connect your workflow
Bring sourced investment data into your AI tools.
Request MCP credentials for your compatible client and research workflow.
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