Watch new and amended Form D filings for product and sponsor activity.
For asset managers
Benchmark competitors and spot new product activity.
Track competitor filings, offerings, funds, and reported holdings without confusing a regulatory disclosure with a commercial result.
What it makes possible
Move from public records to a usable research result.
Compare adviser size, private funds, registered products, and reported 13F positions.
Follow issuers, people, amendments, and filing histories from one research trail.
Open the source before turning a public filing into a market conclusion.
A source-aware workflow
Keep the evidence with the answer.
AUMSearch connects distinct public records without pretending they are interchangeable. Each step preserves the identifiers, dates, filing versions, and source links needed to review the result.
Choose the competitor set
Start with managers, sponsors, funds, issuers, or offerings you need to benchmark.
Compare like with like
Align entity, filing type, and report period before calling a record a launch or change.
Monitor the signal
Track amendments and carry each source date into the next competitive review.
Evidence included
The context a reviewer needs.
- Form ADV firm and private-fund records
- Form D and D/A offering notices
- Form 13F filings and reported holdings
- Official source links and dates; a disclosure is not proof of launch, capital raised, or demand
Data behind the workflow
Start with the records that answer the question.
Form D and D/A
Exempt-offering notices, amendments, issuer facts, offering details, and related people.
Explore the dataSchedule D private fundsAdviser-reported private funds and operating relationships.
Explore the dataSource and review. The linked datasets identify their official sources. See the methodology and editorial policy for review and correction standards.
Continue the research