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Get the free form adv part 2a: firm brochure - Bear Mountain Capital Inc.

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ARMOUR CAPITAL MANAGEMENT LP 3001 Ocean Drive, Suite 201 Vero Beach, Florida 32963 (772) 6174340 March 15, 2023 Form ADV, Part 2B: Brochure Supplements This Form ADV, Part 2B, consisting of our Brochure
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How to fill out form adv part 2a

01
To fill out Form ADV Part 2A, follow these steps:
02
Start by providing your firm's name, address, and contact information.
03
Include the date of your fiscal year end.
04
Indicate the type of organization your firm is, such as an LLC or corporation.
05
Provide information about your firm's ownership, including any control persons.
06
Describe any other business activities your firm is engaged in.
07
Specify the types of clients your firm serves.
08
Detail the investment strategies and methods your firm uses.
09
Disclose any potential conflicts of interest your firm may have.
10
Provide information on your firm's fees and compensation.
11
Include details about your firm's disciplinary history, if applicable.
12
Describe your firm's code of ethics and any policies in place.
13
Attach any necessary additional schedules or exhibits.
14
Sign and date the form.
15
Remember to review the instructions provided by the Securities and Exchange Commission (SEC) for specific guidelines on filling out Form ADV Part 2A.

Who needs form adv part 2a?

01
Form ADV Part 2A is required for registered investment advisers (RIAs) who are registered with the Securities and Exchange Commission (SEC) or state securities regulators.
02
RIAs must provide a copy of their Form ADV Part 2A to clients and prospective clients.
03
It is a crucial document for investors to evaluate an RIA's services, fees, conflicts of interest, and disciplinary history.
04
Therefore, any RIA who wants to comply with regulatory requirements and provide transparency to clients needs Form ADV Part 2A.
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Form ADV Part 2A is a document that provides detailed information about an investment adviser's business, services, fees, and investment strategies. It is part of the registration process for investment advisers with the SEC or state regulators.
Investment advisers who are registered with the SEC or state regulators are required to file Form ADV Part 2A as part of their registration and to keep it updated for clients.
To fill out Form ADV Part 2A, advisers should provide specific information about their organization, including business practices, fees, and conflicts of interest. The form must be prepared in plain English, ensuring clarity and comprehensiveness.
The purpose of Form ADV Part 2A is to provide clients with essential information about the investment adviser, ensuring transparency and enabling clients to make informed decisions.
Information that must be reported on Form ADV Part 2A includes the adviser's business description, types of advisory services offered, fee structures, client types, investment strategies, and risks associated with those strategies.
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