IAPD registered managers ADV data

Source: R/adv_functions.R

This function parses the specified sections of the Form ADV for specified managers.

adv_managers_filings(
  entity_names = NULL,
  crd_ids = NULL,
  all_sections = TRUE,
  section_names = c("Registration", "Identifying Information", "Organization",
    "Successions", "Private Fund Reporting", "Direct Manager Owners",
    "Indirect Manager Owners", "Other Manager Information", "Manager Signatories"),
  flatten_tables = TRUE,
  gather_data = FALSE,
  assign_to_environment = TRUE
)

Arguments

entity_names

vector entities you want to search
crd_ids

vector of CRDs to search
all_sections

include all sections TRUE(default) searches all sections
section_names

sections to search

  • Registration: registration information

  • Identifying Information: indentifying information

  • Organization: organizational structure information

  • Successions: succession information

  • Private Fund Reporting: private funds controlled by the manager

  • Direct Manager Owners: direct owners of the fund manager

  • Indirect Manager Owners: indirect owners of the fund manager

  • Other Manager Information: other information

  • Manager Signatories: manager signatories #'
flatten_tables

TRUE flattens data with multiple values into wide form
gather_data

TRUE returns a long data frame
assign_to_environment

TRUE assign individual data frames to your environment

Value

a tibble

See also

Other IAPD: adv_managers_current_period_summary(), adv_managers_metadata(), adv_managers_periods_summaries(), finra_entities(), finra_people()

Other ADV: adv_managers_current_period_summary(), adv_managers_periods_summaries()

Other entity search: adv_managers_current_period_summary(), 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_current_period_summary(), adv_managers_metadata(), adv_managers_periods_summaries(), reit_funds(), sec_ciks(), sec_closed_end_funds(), sec_money_market_funds()

Examples

adv_managers_filings(entity_names = c('Blackstone Real Estate'), crd_ids = NULL,
 all_sections = TRUE,  section_names = NULL,
 flatten_tables = TRUE, gather_data = FALSE,
 assign_to_environment = TRUE)