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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: MARIAN CAPITAL MANAGEMENT, LLC CRD Number: 268788OtherThanAnnual Amendment
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01
To fill out the IAPD - Investment Adviser, follow these steps:
02
Begin by accessing the IAPD website or platform.
03
Register or log in to your account.
04
Provide the necessary personal information, such as name, address, and contact details.
05
Specify your investment adviser registration details, including the type of adviser, registration status, and any previous registrations.
06
Disclose any disciplinary history or legal matters that may impact your registration.
07
Provide information about your firm or organization, such as name, structure, ownership, and services offered.
08
Upload any required supporting documentation, such as Form ADV, brochures, or other disclosures.
09
Review all the information entered for accuracy and completeness.
10
Submit the filled-out IAPD form and await confirmation or any additional steps that may be required for the registration process.
11
Keep a copy of the submitted form and any related documents for your records.

Who needs iapd - investment adviser?

01
Anyone who is engaged in providing investment advisory services and meets the regulatory requirements needs to complete the IAPD - Investment Adviser.
02
This includes individuals, firms, organizations, or entities involved in managing, advising, or offering financial advice relating to investments.
03
Depending on the jurisdiction and applicable laws, the specific requirements and criteria for needing the IAPD may vary.
04
It is advisable to consult with the relevant regulatory bodies or legal professionals to determine if you fall under the scope of needing the IAPD - Investment Adviser.
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IAPD stands for Investment Adviser Public Disclosure. It is a public database that contains information on investment adviser firms and individual investment adviser representatives.
Investment adviser firms are required to file information on IAPD.
The information can be filled out online on the IAPD website by registered investment adviser firms.
The purpose is to provide transparency and enable investors to research and verify information about investment adviser firms and representatives.
Information such as business activities, services offered, fees, conflicts of interest, disciplinary history, and more must be reported.
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