Segment adviser firms, private funds, registered products, issuers, and institutional managers.
For service providers
Identify firms and funds that may need your services.
Find organizations that fit your market, understand their disclosed relationships, and spot changes that create a reason to research now.
What it makes possible
Move from public records to a usable research result.
Review disclosed administrators, auditors, custodians, marketers, and other operating relationships.
Monitor registrations, offerings, amendments, and fund filings for timely research signals.
Create prospect lists with enough source context for a person to qualify the opportunity.
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.
Define the service market
Choose the organization, geography, filing, fund, or relationship fields that signal a fit.
Find a credible trigger
Use a dated filing change to prioritize review; it is a research trigger, not buying intent.
Keep the list current
Schedule new matches and changed records with the fields downstream teams need.
Evidence included
The context a reviewer needs.
- Adviser firm, office, client, service, and asset disclosures
- Private-fund and registered-fund records
- Form D offerings, amendments, and registered-fund filings
- Disclosed service-provider relationships and source dates; public activity does not prove a sales opportunity
Data behind the workflow
Start with the records that answer the question.
Adviser data
Segment firms with Form ADV registration, client, service, office, and asset data.
Explore the dataRegistered fundsResearch registrants, series, classes, filings, portfolios, 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