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This document serves as the application for investment adviser registration and annual updating amendment for Potrero Capital Research, LLC. It includes detailed information about the firm\'s identifying information, business structure, regulatory compliance, advisory services, client relationships, and additional business affiliations.
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Read the instructions provided with the form.
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Fill out the applicant's personal information in the designated sections.
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Provide details about the type of account or service being requested.
04
Complete any required financial information.
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What is form adv?
Form ADV is a registration form used by investment advisers to register with the Securities and Exchange Commission (SEC) and state regulators.
Who is required to file form adv?
Investment advisers who manage more than $110 million in assets or those who wish to register with the SEC, as well as those who operate in states requiring registration, are required to file Form ADV.
How to fill out form adv?
To fill out Form ADV, investment advisers must provide information about their business, ownership structure, clients, regulatory history, and financial condition. This includes completing parts 1 and 2 of the form accurately.
What is the purpose of form adv?
The purpose of Form ADV is to provide information to clients and regulators about the adviser’s business, services, fees, and any disciplinary actions.
What information must be reported on form adv?
Information reported on Form ADV includes details about the adviser’s business, ownership, clients, financial condition, and details regarding its services and fees.
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