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This document is a uniform application used by investment advisers for registration with the SEC and reporting requirements, including information about the adviser\'s business, employees, clients, and compliance. It details identifying information about the adviser, their business activities, compensation arrangements, and various disclosures regarding regulatory affiliations and potential conflicts of interest.
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What is form adv?
Form ADV is a required submission for investment advisers registered with the SEC or state regulators, detailing the adviser's business, ownership, clients, and educational background.
Who is required to file form adv?
All investment advisers that manage clients' assets and meet certain thresholds must file Form ADV with the SEC or state regulators.
How to fill out form adv?
Form ADV is filled out online via the Investment Adviser Registration Depository (IARD) system, where advisers provide detailed information about their business and operations.
What is the purpose of form adv?
The purpose of Form ADV is to provide transparency to investors about the investment adviser, including their business practices, fees, and potential conflicts of interest.
What information must be reported on form adv?
Form ADV requires information on the adviser's business structure, ownership, services offered, fee arrangements, disciplinary history, and any affiliations.
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