Get the free Form ADV Part 2A: Firm Brochure - Virtue Capital Management ADV ...
Show details
Form ADV Part 2A Firm Brochure Martin Investment Management LLC 1560 Sherman Ave. Suite 1250 Evanston Illinois 60201 Firm Contact Patrick A. Zellerbach and the Director of Trading and Analytics Arthur Urban. There are approximately 175 accounts assigned for review. With the Tortue Capital strategy we seek to invest in non-U.S. companies with strong fundamentals and attractive valuations. Pursuant to these licenses third-party asset managers may apply our Growth With a Value Discipline...
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form adv part 2a
Edit your form adv part 2a form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your form adv part 2a form via URL. You can also download, print, or export forms to your preferred cloud storage service.
How to edit form adv part 2a online
To use the professional PDF editor, follow these steps below:
1
Check your account. In case you're new, it's time to start your free trial.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit form adv part 2a. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
Dealing with documents is always simple with pdfFiller. Try it right now
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out form adv part 2a
How to fill out form adv part 2a
01
Step 1: Obtain a copy of Form ADV Part 2A from the Securities and Exchange Commission (SEC) website or from your investment advisor.
02
Step 2: Read the instructions provided with the form to understand the information you need to provide and the format in which it should be filled out.
03
Step 3: Begin filling out the form by providing general information about your investment advisor firm, such as its name, address, and contact details.
04
Step 4: Provide details about your firm's ownership structure, including any parent companies or affiliates.
05
Step 5: Disclose information about the educational and professional backgrounds of key personnel in your firm, such as the investment advisor representatives.
06
Step 6: Fill out the sections related to your firm's business operations, including the types of services offered, fee structure, and client demographics.
07
Step 7: Provide information on any disciplinary events or legal actions involving your firm or its employees.
08
Step 8: Review the completed form for accuracy and completeness.
09
Step 9: Submit the filled out Form ADV Part 2A to the SEC electronically through the Investment Adviser Registration Depository (IARD) system.
10
Step 10: Keep a copy of the submitted form for your records.
Who needs form adv part 2a?
01
Investment advisors registered or applying to register with the SEC need to file Form ADV Part 2A.
02
This form is required by the SEC under the Investment Advisers Act of 1940.
03
It provides clients and potential clients with important information about the advisor's services, fees, disciplinary history, and conflicts of interest.
04
By filing Form ADV Part 2A, investment advisors ensure compliance with regulatory requirements and enhance transparency for clients.
Fill
form
: Try Risk Free
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How can I manage my form adv part 2a directly from Gmail?
You may use pdfFiller's Gmail add-on to change, fill out, and eSign your form adv part 2a as well as other documents directly in your inbox by using the pdfFiller add-on for Gmail. pdfFiller for Gmail may be found on the Google Workspace Marketplace. Use the time you would have spent dealing with your papers and eSignatures for more vital tasks instead.
How do I make changes in form adv part 2a?
With pdfFiller, you may not only alter the content but also rearrange the pages. Upload your form adv part 2a and modify it with a few clicks. The editor lets you add photos, sticky notes, text boxes, and more to PDFs.
How do I edit form adv part 2a in Chrome?
Add pdfFiller Google Chrome Extension to your web browser to start editing form adv part 2a and other documents directly from a Google search page. The service allows you to make changes in your documents when viewing them in Chrome. Create fillable documents and edit existing PDFs from any internet-connected device with pdfFiller.
What is form adv part 2a?
Form ADV Part 2A is a required disclosure document that provides information about an investment adviser's business practices, conflicts of interest, and disciplinary history.
Who is required to file form adv part 2a?
Investment advisers registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file Form ADV Part 2A.
How to fill out form adv part 2a?
Form ADV Part 2A must be filled out online through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv part 2a?
The purpose of Form ADV Part 2A is to provide clients and potential clients with important information about an investment adviser's services, fees, and disciplinary history.
What information must be reported on form adv part 2a?
Form ADV Part 2A requires information about an investment adviser's business practices, conflicts of interest, fees, and disciplinary history.
Fill out your form adv part 2a online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Form Adv Part 2a is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
