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11×3/2015 IARD All Sections Username: benatgordian, Org ID: 162070 FORM ADV UNIFORMAPPLICATIONFORINVESTMENTADVISERREGISTRATIONANDREPORTBY EXEMPTREPORTINGADVISERS PrimaryBusinessName:SUNRISECAPITALPARTNERSLLC
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How to fill out form adv - sunrise:
01
Gather all relevant information: Before filling out form adv - sunrise, make sure you have all the necessary information at hand. This may include your name, contact information, previous registrations, investment strategies, and any other required details.
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Complete the basic information: Begin by filling out the basic information section of the form, which typically includes your name, address, phone number, and email. Double-check the accuracy of the information provided to avoid any errors.
04
Provide details about your business: Next, provide details about your business, such as the name, form of organization, location, and type of services you offer. Include information about any other affiliated entities or individuals associated with your business.
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Describe your investment strategies: In this section, describe the investment strategies you employ for your clients. Detail the types of securities you trade, the types of clients you serve, and any specific investment approaches you follow.
06
Disclose any disciplinary history: If you or your firm have any disciplinary history or legal issues, it is important to disclose this information accurately. Provide details about any regulatory actions, criminal charges, or civil litigation involving your firm or its representatives.
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Attach supporting documentation: Depending on the specific requirements of form adv - sunrise, you may need to attach supporting documentation, such as registration forms for other jurisdictions, disclosure brochures, or financial statements. Ensure that you include all necessary documents.
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