IAPD registered meta data

Source: R/adv_functions.R

This function returns meta data on any Investment Adviser Public Disclosure [IAPD] filing manager. This function can be used to discover managers to power the adv_managers_filing() function.

adv_managers_metadata(
  entity_names = NULL,
  crd_ids = NULL,
  score_threshold = 0.2,
  return_message = T
)

Arguments

entity_names

vector of entities to search
crd_ids

numric vector of crds to search
score_threshold

matching score threshold for the search name if NULL there is no threshold
return_message

return a message

Value

a data frame

See also

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

Other FINRA: finra_entities(), finra_people()

Other fund data: adv_managers_current_period_summary(), adv_managers_filings(), adv_managers_periods_summaries(), reit_funds(), sec_ciks(), sec_closed_end_funds(), sec_money_market_funds()

Other entity search: adv_managers_current_period_summary(), adv_managers_filings(), 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()

Examples

adv_managers_metadata(entity_names = c('Divco', 'EJF'), score_threshold = .2)
adv_managers_metadata(entity_names = "Blackstone", score_threshold = NULL)
adv_managers_metadata(crd_ids = 173787)