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This document details the registration of AI GLOBAL INVESTORS (USA) LLC as an investment adviser, including compliance, address, and operational information.
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What is form adv?
Form ADV is a registration form used by investment advisers to register with the SEC and state regulatory agencies.
Who is required to file form adv?
Investment advisers who manage assets over a certain threshold and those who wish to register with the SEC or state regulators are required to file Form ADV.
How to fill out form adv?
Form ADV is filled out online through the IARD system, where advisers provide information about their business, services, and backgrounds.
What is the purpose of form adv?
The purpose of Form ADV is to provide the regulatory authorities and the public with information about an investment adviser's business practices and the investment philosophy.
What information must be reported on form adv?
Form ADV requires the reporting of information such as the adviser's business structure, services offered, fees charged, disciplinary history, and personnel information.
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