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
)

Arguments

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

Value

a data frame

Details

For multiple periods and all information see adv_managers_periods_summaries

See also

Examples

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"))
}