R/adv_functions.R
adv_managers_current_period_summary.Rd
This function returns abbreviated ADV data for all filing managers for the most recent period.
adv_managers_current_period_summary( select_names = c("dateDataADV", "isExempt", "idRegionSEC", "idCRD", "idSEC", "typeRegulationSEC", "nameEntityManager", "nameEntityManagerLegal", "addressOfficePrimary", "addressStreet1OfficePrimary", "addressStreet2OfficePrimary", "cityOfficePrimary", "stateOfficePrimary", "countryOfficePrimary", "zipOfficePrimary", "phoneOfficePrimary", "statusSEC", "dateStatusSEC", "dateADVLatest", "urlManager", "isForeignRegisteredEntity", "stateDateJurisdictionNotice", "idCIK", "hasAUMGreater1B", "idLEI", "hasAUMGreater100M", "typeEntity", "countryEntityOrganized", "countEmployeesTotal", "countEmployeesInvestmentAdvisory", "amountAUMTotal", "amountAUMDiscretionary", "amountAUMNonDiscretionary", "countAccountsDiscretionary", "countAccountsNonDiscretionary", "countAccountsTotal", "isManagerSecuritiesPortfolio", "hasFeeAUM", "hasFeeHourlyCharge", "hasFeeSubscription", "hasFeeFixed", "hasFeeCommission", "hasFeePerformance", "hasFeeOther", "typeFeeOther", "isBrokerDealer", "isBrokerDealerRepresentative", "isCommodityPoolOperator", "isFuturesMerchant", "isRealEstateBrokerDealerAgent", "isInsuranceBrokerAgent", "isBank", "isTrustCompany", "isRegisteredMunicipalAdviser", "isRegisteredSecuritySwapDealer", "isRegistredSecuritySwapParticipant", "isAccountingFirm", "isLawFirm", "isOtherFinancialProductSalesperson", "typeOtherFinancialProductSalesperson", "countEmployeesBrokerDealer", "countEmployeesStateRegisteredInvestmentAdviser", "countEmployeesStateRegisteredInvestmentAdviserMultipleEntities", "countEmployeesLicensedInsuranceAgents", "countEmployeesSolicitAdvisoryClients", "hasFelonyPleaConviction", "hasFelonyCharge", "hasMisdemeanorPleaConviction"), return_message = TRUE )
return_message | return a message after parsing data |
---|---|
file_directory | directory you want to save your data into, if none specified a temporary file will be created |
folder_name | older you want the data to be downloaded into |
remove_files | remove the files from the folders |
empty_trash | empty the trash after being read into R |
a data frame
For multiple periods and all information see adv_managers_periods_summaries
Other IAPD:
adv_managers_filings()
,
adv_managers_metadata()
,
adv_managers_periods_summaries()
,
finra_entities()
,
finra_people()
Other ADV:
adv_managers_filings()
,
adv_managers_periods_summaries()
Other entity search:
adv_managers_filings()
,
adv_managers_metadata()
,
adv_managers_periods_summaries()
,
finra_entities()
,
nareit_entities()
,
reit_funds()
,
rf_leis()
,
rf_sec_13F_companies()
,
sec_bankruptcies()
,
sec_broker_dealers()
,
sec_ciks()
,
sec_closed_end_funds()
,
sec_cusips()
,
sec_filer()
,
sec_filing_entities()
,
sec_investment_companies()
,
sec_money_market_funds()
,
sec_municipal_advisors()
,
sec_xbrl_periods()
,
securities_offerings()
,
us_public_companies()
,
ycombinator_alumni()
Other fund data:
adv_managers_filings()
,
adv_managers_metadata()
,
adv_managers_periods_summaries()
,
reit_funds()
,
sec_ciks()
,
sec_closed_end_funds()
,
sec_money_market_funds()
if (FALSE) { adv_managers_current_period_summary(select_names = c("dateDataADV", "isExempt", "idRegionSEC", "idCRD", "idSEC", "typeRegulationSEC", "nameEntityManager", "nameEntityManagerLegal", 'addressOfficePrimary', "addressStreet1OfficePrimary", "addressStreet2OfficePrimary", "cityOfficePrimary", "stateOfficePrimary", "countryOfficePrimary", "zipOfficePrimary", "phoneOfficePrimary", "statusSEC", "dateStatusSEC", "dateADVLatest", "urlManager", "isForeignRegisteredEntity", "stateDateJurisdictionNotice", "idCIK", "hasAUMGreater1B", "idLEI", "hasAUMGreater100M", "typeEntity", "countryEntityOrganized", "countEmployeesTotal", "countEmployeesInvestmentAdvisory", "amountAUMTotal", "amountAUMDiscretionary", "amountAUMNonDiscretionary", "countAccountsDiscretionary", "countAccountsNonDiscretionary", "countAccountsTotal", "isManagerSecuritiesPortfolio", "hasFeeAUM", "hasFeeHourlyCharge", "hasFeeSubscription", "hasFeeFixed", "hasFeeCommission", "hasFeePerformance", "hasFeeOther", "typeFeeOther", "isBrokerDealer", "isBrokerDealerRepresentative", "isCommodityPoolOperator", "isFuturesMerchant", "isRealEstateBrokerDealerAgent", "isInsuranceBrokerAgent", "isBank", "isTrustCompany", "isRegisteredMunicipalAdviser", "isRegisteredSecuritySwapDealer", "isRegistredSecuritySwapParticipant", "isAccountingFirm", "isLawFirm", "isOtherFinancialProductSalesperson", "typeOtherFinancialProductSalesperson", "countEmployeesBrokerDealer", "countEmployeesStateRegisteredInvestmentAdviser", "countEmployeesStateRegisteredInvestmentAdviserMultipleEntities", "countEmployeesLicensedInsuranceAgents", "countEmployeesSolicitAdvisoryClients", "hasFelonyPleaConviction", "hasFelonyCharge", "hasMisdemeanorPleaConviction")) }