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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: KAYAK INVESTMENT PARTNERS LLC CRD Number: 166116Annual Amendment All

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How to fill out form adv paper version

01

Read the instructions for filling out Form ADV paper version

02

Gather all the required information and documents

03

Start by filling out Part 1 of the form, providing information about your firm, including name, address, and contact details

04

Proceed to fill out Part 2 of the form, which requires information about your firm's ownership and control

05

Move on to Part 3 of the form, where you will provide details about your firm's disciplinary history

06

Complete Part 4 of the form, which includes information about your firm's other business activities

07

Fill out Part 5 of the form, providing information about your firm's financial industry affiliations

08

Proceed to fill out Part 6 of the form, which requires details about your firm's compensation

09

Complete Part 7 of the form, which includes information about your firm's supervision and compliance practices

10

Finally, review the completed form for accuracy and sign and date it

11

Make copies of the completed form for your records and submit the original form to the appropriate regulatory authority

Who needs form adv paper version?

01

The Form ADV paper version is typically needed by investment advisory firms who do not have access to or prefer not to use the electronic filing system. It is also used by firms that are required to file the form with certain state securities authorities.

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What is form adv paper version?

Form ADV paper version is a regulatory form used by investment advisers to register with the Securities and Exchange Commission (SEC) and state regulators. It contains information about the adviser's business, ownership, and advisory practices.

Who is required to file form adv paper version?

Investment advisers who wish to register with the SEC or state regulators are required to file Form ADV paper version, particularly those who do not use the electronic version (Form ADV-E).

How to fill out form adv paper version?

To fill out Form ADV paper version, advisers must provide detailed information about their business, including the form's Parts 1 and 2. Part 1 includes basic information about the adviser while Part 2 requires more detailed disclosures about advisory services, fees, and any disciplinary history.

What is the purpose of form adv paper version?

The purpose of Form ADV paper version is to provide regulators and the public with essential information regarding the advisory firm, its operations, and compliance, ensuring transparency and informed decision-making.

What information must be reported on form adv paper version?

Form ADV paper version must report information such as the adviser's business structure, ownership, financial condition, services offered, fee arrangements, and any past disciplinary actions against the firm or its personnel.

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