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Guided by Value. .KOVITZ INVESTMENT GROUP PARTNERS, LLC DISCLOSURE BROCHURE (FORM ADV PART 2A)August 1, 202471 S WACKER DRIVE SUITE 1860 CHICAGO, IL 60606 (312) 3347300This disclosure brochure (Brochure)

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How to fill out kovitz form adv part

01

Obtain a copy of the Kovitz Form ADV Part by downloading it from the SEC website or requesting it directly from Kovitz.

02

Fill out the general information section, including the name of the firm, address, and contact details.

03

Provide details about the firm's ownership, control persons, and disciplinary history, if any.

04

Disclose information about the firm's advisory business, including the types of clients served and the services offered.

05

Include information about the firm's fees, compensation structure, and potential conflicts of interest.

06

Complete the form by signing and dating it, certifying that all the information provided is accurate and complete.

Who needs kovitz form adv part?

01

Any investment adviser registered with the Securities and Exchange Commission (SEC) needs to fill out the Kovitz Form ADV Part. This form is required as part of the ADV registration process and is used to provide important information about the firm's advisory business, fees, and potential conflicts of interest to clients and regulators.

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What is kovitz form adv part?

Kovitz Form ADV Part is a form required to be filed by certain investment advisors with the Securities and Exchange Commission (SEC).

Who is required to file kovitz form adv part?

Investment advisors registered with the SEC are required to file Kovitz Form ADV Part.

How to fill out kovitz form adv part?

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

What is the purpose of kovitz form adv part?

The purpose of Kovitz Form ADV Part is to provide the SEC and investors with key information about the investment advisor's business.

What information must be reported on kovitz form adv part?

Information such as assets under management, services offered, employees, conflicts of interest, and disciplinary history must be reported on Kovitz Form ADV Part.

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