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Firm Brochure (Part 2A of Form ADV) 701 Brickell Ave, Suite 2100 Miami, FL 33131 Tel. +1 (305) 8252225 1270 Ave. of the Americas, Suite 2101 New York, NY 10028 Tel. +1 (212) 2185100 March 10, 2021This

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How to fill out form adv part 2

01

Begin by providing general information about the investment adviser firm, such as the name, address, and contact information.

02

Next, disclose information about the ownership and control of the firm, including details about any affiliations with other financial entities.

03

Provide information about the firm's investment strategies and the types of clients it serves.

04

Disclose any disciplinary history of the firm or its employees, including any legal or regulatory actions taken against them.

05

Detail the fees and compensation structures of the firm, including any conflicts of interest that may arise.

06

Finally, include any other important information that would help clients make an informed decision about working with the firm.

Who needs form adv part 2?

01

Investment advisers who are registered with the Securities and Exchange Commission (SEC) are required to fill out Form ADV Part 2.

02

This form is an important disclosure document that must be provided to clients and potential clients to help them make informed decisions about working with the adviser.

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What is form adv part 2?

Form ADV Part 2 is a disclosure document required by the SEC that provides information about an investment advisor's business, fees, and services.

Who is required to file form adv part 2?

Investment advisors who are registered with the SEC or state regulators are required to file Form ADV Part 2.

How to fill out form adv part 2?

Form ADV Part 2 can be filled out by providing required information about services, fees, conflicts of interest, and other business practices, and must be submitted electronically through the IARD system.

What is the purpose of form adv part 2?

The purpose of Form ADV Part 2 is to inform clients and potential clients about the investment advisor's business practices, fees, and any conflicts of interest.

What information must be reported on form adv part 2?

Form ADV Part 2 requires reporting information about the advisor's fees, services, educational background, business experience, and any disciplinary actions.

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