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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: PERUSAL Number: 163318SEC ERA Final All Sections Rev. 10/20213/28/2022
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How to fill out form adv - secgov
How to fill out form adv - secgov
01
Obtain the Form ADV from the SEC website or from the SEC's office.
02
Fill out Part 1 of Form ADV, which includes information about the investment adviser's business, ownership, clients, employees, and affiliations.
03
Fill out Part 2 of Form ADV, which includes information about the investment adviser's services, fees, and conflicts of interest.
04
Submit the completed Form ADV to the SEC electronically through the Investment Adviser Registration Depository (IARD).
Who needs form adv - secgov?
01
Investment advisers who are registered with the SEC or are required to register with the SEC are required to fill out Form ADV.
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What is form adv - secgov?
Form ADV is a form filed with the U.S. Securities and Exchange Commission (SEC) by investment advisers.
Who is required to file form adv - secgov?
Investment advisers registered with the SEC are required to file Form ADV.
How to fill out form adv - secgov?
Form ADV is filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv - secgov?
The purpose of Form ADV is to provide important information about an investment adviser's business, methods of operation, fees, and conflicts of interest to clients.
What information must be reported on form adv - secgov?
Form ADV requires information such as the adviser's assets under management, fees charged, services offered, disciplinary history, and key personnel.
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