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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: INVEST URE, LLC CRD Number: 130099OtherThanAnnual Amendment All Sections

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How to fill out exempt reporting advisers faced

01

Determine if you meet the definition of an exempt reporting adviser.

02

Register with the SEC by filing Form ADV through the IARD system.

03

Provide all required information, including basic identifying information, disciplinary history, and information about your investment strategies.

04

Pay any applicable fees.

05

Keep all information up to date and file any necessary amendments.

Who needs exempt reporting advisers faced?

01

Exempt reporting advisers faced are typically smaller advisers who are exempt from full registration with the SEC but still need to report certain information to the Commission.

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What is exempt reporting advisers faced?

Exempt reporting advisers faced are advisers who are excluded from registration with the SEC under the Investment Advisers Act of 1940.

Who is required to file exempt reporting advisers faced?

Exempt reporting advisers faced are required to file Form ADV with the SEC.

How to fill out exempt reporting advisers faced?

Exempt reporting advisers faced can fill out the Form ADV electronically through the IARD system.

What is the purpose of exempt reporting advisers faced?

The purpose of exempt reporting advisers faced is to provide the SEC with relevant information about their business activities and potential conflicts of interest.

What information must be reported on exempt reporting advisers faced?

Exempt reporting advisers faced must report information such as their assets under management, types of clients, business practices, and any disciplinary history.

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