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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: MOTIVE CAPITAL MANAGEMENT, LLC CRD Number: 285341Annual Amendment All
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How to fill out motive capital adv part

01
To fill out the Motive Capital ADV Part, follow these steps:
02
Start by providing general information about your firm, such as its name, address, and contact details.
03
Next, enter information about your firm's ownership, including the names and addresses of all partners, officers, and directors.
04
Provide details about any disciplinary events or legal proceedings involving the firm or its employees.
05
Disclose information about your firm's compensation and fee structure, including any conflicts of interest.
06
Describe the services your firm offers, including any investment strategies or methods used.
07
Provide information about your firm's educational and professional background, including relevant industry experience.
08
Finally, review the completed form for accuracy and make any necessary corrections before submitting it.

Who needs motive capital adv part?

01
Any firm that is registered as an investment advisor with the Securities and Exchange Commission (SEC) needs to fill out the Motive Capital ADV Part. This form serves as a disclosure document that provides important information to clients and prospective investors about the advisor's business practices, fees, and potential conflicts of interest. It helps promote transparency and enables investors to make informed decisions about whether to engage the services of the advisor.
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The Motive Capital ADV Part is a filing requirement for investment advisers, detailing information about their business, ownership, clients, and any disciplinary history.
Investment advisers who manage assets over a certain threshold or provide advice on investments are required to file the Motive Capital ADV Part.
To fill out the Motive Capital ADV Part, advisers need to complete the appropriate sections regarding their business structure, financial information, and client relationships, ensuring to provide accurate and comprehensive information.
The purpose of the Motive Capital ADV Part is to provide transparency about investment advisers’ operations to regulators and clients, ensuring informed decision-making.
The Motive Capital ADV Part must report information such as the firm's name, ownership structure, services offered, fee schedules, any disciplinary actions, and conflicts of interest.
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