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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SANTA FE PARTNERS LLC CRD Number: 132840Annual Amendment All Sections
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Who needs form adv part 2a?
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Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form ADV Part 2A
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What is form adv part 2a?
Form ADV Part 2A is a disclosure document that registered investment advisers use to provide clients with information about their services, fees, and investment strategies.
Who is required to file form adv part 2a?
Registered investment advisers are required to file Form ADV Part 2A as part of their registration process with the SEC or their state regulatory authority.
How to fill out form adv part 2a?
To fill out Form ADV Part 2A, an investment adviser needs to provide detailed information such as the firm's services, fees, areas of expertise, investment strategies, and any disciplinary history.
What is the purpose of form adv part 2a?
The purpose of Form ADV Part 2A is to provide potential and current clients with clear and comprehensive information about the adviser, helping them make informed decisions.
What information must be reported on form adv part 2a?
Form ADV Part 2A must report information including the adviser's business practices, fee structure, performance history, and any conflicts of interest.
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