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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BLACKSTONE CREDIT BDC AdviserS LLC CRD Number: 296294OtherThanAnnual

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How to fill out inside form adv what

01

Step 1: Start by gathering all the necessary information and documents required to fill out the form ADV.

02

Step 2: Review the instructions and guidelines provided by the Securities and Exchange Commission (SEC) to ensure understanding of the form and its requirements.

03

Step 3: Begin filling out the form by entering your firm's name, contact information, and registration details.

04

Step 4: Provide information on your firm's ownership structure, including the names and addresses of all owners and executive officers.

05

Step 5: Disclose any affiliations or relationships your firm has with other financial institutions or entities.

06

Step 6: Describe the types of services your firm offers, including investment strategies and investment vehicles.

07

Step 7: Specify any disciplinary history or legal actions involving your firm or its employees.

08

Step 8: Provide details of your firm's fee structure, including any performance-based fees or compensation arrangements.

09

Step 9: Include information on your firm's client base, such as the number of clients and the average account size.

10

Step 10: Review the completed form for accuracy and completeness before submitting it to the SEC.

Who needs inside form adv what?

01

The inside form ADV is required for investment advisers who are registered with the Securities and Exchange Commission (SEC).

02

It is mandatory for investment advisers with assets under management (AUM) exceeding $110 million to file the form ADV.

03

Advisers with AUM below this threshold may be required to file the form with state securities authorities instead of the SEC.

04

The form serves as a means of registration and disclosure for investment advisers, providing essential information to regulators and investors.

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What is inside form adv what?

Form ADV is a unified form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities.

Who is required to file inside form adv what?

Investment advisers managing a certain amount of assets are required to file Form ADV.

How to fill out inside form adv what?

Form ADV is filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of inside form adv what?

The purpose of Form ADV is to provide key information about the adviser's business, ownership, clients, employees, business practices, affiliations, and any disciplinary events.

What information must be reported on inside form adv what?

Information such as assets under management, fees, conflicts of interest, disciplinary history, and other key details about the adviser's business.

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