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This document is the Uniform Application for Investment Adviser Registration known as Form ADV. It contains details regarding the business operations and ownership structure of Landmark Value Investments, including schedules that outline direct and indirect owners, amendments, and additional information on various investment funds managed by the adviser.
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What is form adv?
Form ADV is a regulatory filing required by the U.S. Securities and Exchange Commission (SEC) for investment advisers. It is used to register with the SEC and to disclose important information about the adviser, their business practices, and their services.
Who is required to file form adv?
Investment advisers that manage assets over a certain threshold or provide advice to clients about securities are required to file Form ADV. This includes both federal and state-registered advisers.
How to fill out form adv?
To fill out Form ADV, advisers must provide detailed information about their business, including ownership structure, types of services offered, fees charged, and any disciplinary history. The form is divided into several parts, each requiring specific information.
What is the purpose of form adv?
The purpose of Form ADV is to ensure transparency and provide investors with important information about investment advisers. It helps protect investors by allowing them to make informed decisions.
What information must be reported on form adv?
Form ADV requires information such as the adviser's name and address, business structure, services offered, fee structure, background of key personnel, and any disciplinary actions or conflicts of interest.
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