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Form ADV Part 3: Relationship Summary
Obscurer II, LLC (also doing business as Aquila Advisors)
Introduction
Obscurer II, LLC (Aquila Advisors or we) is an investment advisor registered with the U.S.
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How to fill out form adv part 3
How to fill out form adv part 3
01
Obtain Form ADV Part 3 from the Securities and Exchange Commission website or your investment adviser.
02
Fill out the required fields with accurate and up-to-date information, including personal details, investment strategies, and any conflicts of interest.
03
Review the completed form for any errors or missing information before submitting it.
04
Sign and date the form as required by the SEC or your investment adviser.
05
Submit the finalized Form ADV Part 3 to the appropriate regulatory body or your investment adviser.
Who needs form adv part 3?
01
Investment advisers who are registered with the Securities and Exchange Commission or state securities regulators need to file Form ADV Part 3.
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What is form adv part 3?
Form ADV Part 3 is a document known as Form CRS (Client Relationship Summary) that investment advisers are required to provide to retail investors.
Who is required to file form adv part 3?
Investment advisers who provide services to retail investors are required to file Form ADV Part 3.
How to fill out form adv part 3?
Form ADV Part 3 can be filled out by providing information about the adviser's services, fees, conflicts of interest, disciplinary history, and other relevant details in a standardized format.
What is the purpose of form adv part 3?
The purpose of Form ADV Part 3 is to provide retail investors with important information about the services, fees, and potential conflicts of interest of their investment adviser in an easily understandable format.
What information must be reported on form adv part 3?
Form ADV Part 3 must include information about the adviser's services, fees, conflicts of interest, disciplinary history, and other key details that may be relevant to retail investors.
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