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This document serves as an application and report for investment adviser registration. It includes identifying information about CIRRUS CAPITAL MANAGEMENT, LLC, regulatory disclosures, business activities, compliance information, and asset under management details, as well as various sections related to the firm\'s organizational structure, advisory services, and any potential disciplinary history.
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What is form adv?
Form ADV is a regulatory form used by investment advisors to register with the SEC and state regulators, and it provides details about the advisor's business, services, fees, and conflicts of interest.
Who is required to file form adv?
Investment advisors who manage assets or provide investment advice to clients must file Form ADV. This includes both registered investment advisors and state-registered advisors.
How to fill out form adv?
Form ADV is filled out by providing information related to the advisor's business structure, ownership, clients, services offered, fees charged, and disciplinary history. Advisors can file the form electronically through the Investment Adviser Registration Depository (IARD).
What is the purpose of form adv?
The purpose of Form ADV is to inform regulators and the public about the investment advisor's business practices, financial condition, and any potential conflicts of interest.
What information must be reported on form adv?
Form ADV requires reporting information such as the advisor's name, business address, contact information, ownership structure, a description of services, fee schedule, any disciplinary history, and information about affiliates.
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