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This document serves as the application and report for investment adviser registration, detailing the advisory firm\'s identifying information, business practices, regulatory compliance, and disclosures concerning its operations. It primarily focuses on the firm IVM GROUP, LLC, including various private funds managed by the company.
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What is form adv?
Form ADV is a uniform form used by investment advisers to register with the SEC and state regulators, providing information about the adviser, their business practices, and their financial condition.
Who is required to file form adv?
Investment advisers who manage client assets and offer investment advice are required to file Form ADV to register with state regulators or the SEC.
How to fill out form adv?
Form ADV consists of two parts: Part 1 requires basic information about the adviser, while Part 2 requires a narrative brochure about services, fees, and conflicts of interest. Advisers must complete both parts accurately and submit them through the IARD system.
What is the purpose of form adv?
The purpose of Form ADV is to provide transparency and standardization in the investment advisory industry, enabling regulators and clients to access important information about an adviser’s qualifications, services, and structure.
What information must be reported on form adv?
Form ADV requires information including the adviser's business structure, ownership, clients, education and business background of key personnel, financial condition, and any disciplinary disclosures.
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