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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: AMERISRAEL CAPITAL MANAGEMENT, LLC CRD Number: 145452Annual Amendment
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01
To fill out IAPD - Investment Adviser, follow these steps:
02
Gather all relevant information: Gather all the information related to your investment adviser firm, including its name, address, and contact details.
03
Review Form ADV: Read and understand Form ADV, which is the primary document that Form IAPD is based on. Form ADV provides a comprehensive overview of your firm's background, services, fees, and more.
04
Access IAPD system: Access the IAPD system through the Securities and Exchange Commission (SEC) website. You will need to create an account or log in if you already have one.
05
Enter firm details: Enter all the required firm information, such as its name, address, phone number, and email address.
06
Fill out Form IAPD: Complete the different sections of Form IAPD, including your firm's disclosure information, registration information, and any additional required forms or schedules.
07
Review and verify: Review the filled-out form for accuracy and completeness. Verify that all the information provided is up-to-date and correct.
08
Submit the form: Once you are satisfied with the form, submit it electronically through the IAPD system. Make sure to comply with any submission deadlines specified by the SEC.
09
Pay necessary fees: Pay any applicable registration fees online through the IAPD system. The fees will vary depending on the type and size of your firm.
10
Await confirmation: After submitting the form and fees, wait for confirmation from the SEC. They will review your submission and notify you of the status of your registration.
11
Maintain updated information: It is crucial to keep your firm's information up-to-date in the IAPD system. Make timely updates whenever there are any changes or amendments to your firm's details.

Who needs iapd - investment adviser?

01
The following entities or individuals may need to fill out IAPD - Investment Adviser:
02
- Registered investment advisers (RIAs) who are required to register with the Securities and Exchange Commission (SEC) or state securities regulators.
03
- Investment adviser representatives (IARs) who are associated with an RIA and engage in providing investment advisory services.
04
- Private fund advisers that manage private investment funds, such as hedge funds, private equity funds, and venture capital funds.
05
- Exempt reporting advisers that are exempt from registration but still subject to certain reporting requirements under the Investment Advisers Act of 1940.
06
- Other financial professionals who need to comply with regulatory requirements or provide transparency to clients regarding their advisory services.
07
It is important to consult appropriate legal and regulatory authorities to determine if filling out IAPD is necessary for your specific situation.
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IAPD stands for Investment Adviser Public Disclosure. It is a database that provides information about investment advisers.
Investment advisers registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file IAPD.
Investment advisers can fill out the IAPD form online through the Investment Adviser Registration Depository (IARD) system.
The purpose of IAPD is to increase transparency and provide investors with information about investment advisers, including their background, qualifications, and disciplinary history.
Information such as an adviser's business practices, fees, conflicts of interest, and any disciplinary actions must be reported on IAPD.
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