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This document is an application for investment adviser registration, containing identifying information and details about the advisory business of Argos Capital Partners, LLC. It covers general instructions, identifying information, SEC registration, investment advisory business, financial industry affiliations, private fund reporting, disclosure information, and relevant ownership details.
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Begin by gathering all necessary personal information, including your name, address, and contact details.
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What is form adv?
Form ADV is a form utilized by investment advisers to register with the SEC and state regulators. It provides essential information about the adviser's business, ownership, clients, and investment strategies.
Who is required to file form adv?
Investment advisers who manage assets of clients and are required to register with either the SEC or state regulators must file Form ADV.
How to fill out form adv?
To fill out Form ADV, applicants must gather necessary information regarding their business structure, services offered, fee structure, and any disciplinary history. The form is divided into parts that must be completed accurately and filed electronically.
What is the purpose of form adv?
The purpose of Form ADV is to provide regulators and clients with relevant information about the investment adviser’s operations, qualifications, and potential conflicts of interest.
What information must be reported on form adv?
Form ADV requires reporting information on the adviser's business structure, ownership, business practices, fees, types and number of clients, and any disciplinary information.
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