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View All Pages FORM ADV OMB: 32350049 UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION Primary Business Name: FUND EVALUATION GROUP, LLC IARD×CRD Number: 121658 Rev. 11×2010 WARNING: Complete
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How to fill out form adv - fund
How to fill out Form ADV - Fund:
01
Start by gathering all the necessary information such as the fund's name, address, and contact details.
02
Next, provide details about the fund's structure, investment strategy, and any affiliated persons or entities.
03
Fill in information about the fund's custodian, auditor, and any regulatory filings made by the fund.
04
Include details about the fund's assets, including their value and any leverage used.
05
Provide information about the fund's advisory activities, including any other businesses operated by the adviser.
06
Disclose any conflicts of interest that may exist, such as related party transactions or compensation arrangements.
07
Complete the sections on the fund's fee structure, including any performance fees or distribution arrangements.
08
Finally, sign and date the form, ensuring that all information provided is accurate and up to date.
Who needs Form ADV - Fund?
01
Investment advisers who manage private funds with assets above a certain threshold are required to submit Form ADV - Fund.
02
Hedge funds, private equity funds, and other similar investment vehicles typically fall under this requirement.
03
The purpose of Form ADV - Fund is to provide the Securities and Exchange Commission (SEC) with information about the fund's operations, investment strategy, and potential conflicts of interest.
04
This form helps promote transparency and investor protection by providing key information to regulators and potential investors.
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What is form adv - fund?
Form ADV is a form used by investment advisers to register with the Securities and Exchange Commission (SEC) or state securities authorities. Form ADV - Fund is a specific version of Form ADV tailored for investment funds.
Who is required to file form adv - fund?
Investment advisers managing investment funds are required to file Form ADV - Fund.
How to fill out form adv - fund?
Investment advisers must provide detailed information about the fund's strategy, investment objectives, fees, services offered, and other relevant details in Form ADV - Fund.
What is the purpose of form adv - fund?
The purpose of Form ADV - Fund is to provide regulators and investors with detailed information about the fund's operations and investment activities.
What information must be reported on form adv - fund?
Information such as the fund's assets under management, investment strategies, key personnel, fees, and potential conflicts of interest must be reported on Form ADV - Fund.
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