The AUMSearch platform

One connected way to research public investment data.

Start with an adviser, fund, filing, offering, or security. Follow supported relationships, verify the source, and reuse the record anywhere.

Open AUMSearch Connect your workflow

AUMSearchConnected firm view

ICONIQ CapitalCRD 159198 · CIK 0001569709

Adviser firmICONIQ Capital, LLCSource-linked view across supported public records

Form ADVFirm record Representatives86 people Private funds351 funds Form D/ARelated offering Form 13FQuarterly filing Holdings96 positions

Official sources remain attachedOpen the record

Web platform

Start with a firm. Follow the supported record.

Search a name or exact identifier, narrow the results, and move through related public records without starting over in another system.

Search firms, people, funds, filings, holdings, and securities
Connect Form ADV, representatives, private funds, Form D, and Form 13F
Open the official record behind an important fact

Research in AUMSearch

AUMSearchFirm profile

ICONIQ CapitalSearch

Adviser firm

ICONIQ Capital, LLC

CRD 159198 · CIK 0001569709

Official profile

ADVForm ADV firm recordRegistration, ownership, clients, and reported assetsOfficial source IAR86 adviser representative recordsChirag Nitin Mehta, Rakesh Tailap Mehta +84Explore PF351 reported private fundsForm ADV Schedule D recordsExplore D/AAbsolute Return Parallel Portfolio LPRelated private offering · 021-396003Official filing 13FForm 13F-HR filingReport period March 31, 2026Official filing HLD96 reported institutional positionsIssuers, securities, and reported valuesExplore

Real firm example. Source dates and official links remain attached to the record.

REST API

Move from one lookup to a repeatable workflow.

Use documented endpoints for managers, filings, holdings, securities, comparisons, and source status. The records you explored in the browser keep the same identifiers and provenance in code.

Explore the API

GET/v1/managers?query=ICONIQ

200 OK

Responseapplication/json

{
  "display_name": "ICONIQ Capital, LLC",
  "identifiers": {
    "crd": ["159198"],
    "cik": ["0001569709"]
  },
  "latest_13f_report_period": "2026-03-31",
  "provenance": {
    "source_url": "https://www.sec.gov/..."
  }
}

MCP for AI tools

Ask in Claude. Keep the research trail.

Connect AUMSearch to Claude through MCP so the assistant can search structured records, compare reported periods, and retrieve the official filing instead of relying on model memory.

Compare reported quartersIllustrative Claude conversation

Claude

ICONIQ 13F research

Compare ICONIQ’s latest two reported 13F quarters. Separate new, increased, decreased, and exited positions—and cite both filings.

AUMSearchsearch_managersquery: “ICONIQ Capital”

AUMSearchcompare_quarterslatest two comparable periods

I matched ICONIQ Capital, LLC and compared its two latest available Form 13F report periods.

The results are grouped as new, increased, decreased, and exited positions. These are changes between reported snapshots—not proof that a trade occurred.

Source filingsOpen official SEC records

Resolve the official filingIllustrative Claude conversation

Claude

Source verification

Find ICONIQ Capital’s latest available 13F report period and give me the official filing.

AUMSearchsearch_managerscrd: “159198”

AUMSearchsearch_filingsform_type: “13F-HR”

AUMSearchget_source_documentrecord_type: “filing”

ICONIQ Capital, LLC is matched to CRD 159198 and CIK 0001569709.

The latest available Form 13F-HR in this example has a report period of March 31, 2026.

Form 13F-HROpen official filing

Illustrative conversations showing how Claude can use AUMSearch MCP tools. Results depend on connected data, permissions, and the reporting periods available.

Explore MCP

Data feeds

Keep your stack current with recurring data.

Set up a feed once, choose what should be delivered and when, then receive source-linked files directly in your data environment.

Choose: Dataset, history, and cadence
Receive: Structured files and a delivery manifest
How: SFTP, Amazon S3, or Azure Blob Storage

Explore data feeds

Data feeds

Create a delivery

View existing feeds

Feed nameInstitutional research feed

Datasets

Adviser firmsFilingsHoldings

Cadence

DailyWeeklyMonthly

Delivery type

ChangesFull snapshot

Delivery method

SFTPSecure file transfer

Amazon S3Deliver to your bucket

Azure Blob StorageDeliver to your container

Destinations3://research-data/aumsearch/Connection credentials are encrypted and tested before the feed is created.

Connected data catalog

One research layer across distinct public records.

Every source keeps its own identifiers, timing, amendments, and limitations. AUMSearch connects the records without pretending they answer the same question.

Advisers, people, and private markets

Connect firms and representatives to their registrations, narrative disclosures, private funds, service providers, and exempt offerings.

Adviser firms and Form ADV records · Form ADV Schedule D private funds · Investment adviser representative records · Form ADV Part 2 brochures and Form CRS · Form D and D/A offering records Registered funds and portfolios

Move from a registrant and series to its registration lifecycle, portfolio holdings, share classes, and source filings.

Registered funds and Form 485 filings · Form N-PORT fund portfolio holdings Institutional holdings and securities

Study periodic holdings and the identifiers connecting managers, issuers, securities, filings, and fund portfolios.

Form 13F filings and reported holdings · Securities and identifier history

Explore every dataset

One data foundation

The interface changes. The meaning does not.

Web, API, MCP, and data feeds all use the same connected model. Identifiers remain distinct, dates keep their source-specific meaning, and limitations stay visible.

EntityFilingFund or offeringReported holdingSecurityOfficial source

Review the methodology

Start with AUMSearch

Research now, then connect the data to your workflow.

Open AUMSearch Request connected access