An institution's profile from regulatory records, never from its name: the entity type and the record that decided it, Form ADV adviser facts (regulatory assets, client base, private funds) with their monthly roster history and the newest Schedule D 7.B.(1) private funds dated by filing, the registered funds it advises by N-CEN, its LEI and SIC code, plus the earlier or later CIKs its 13F reports continue under. profile is null until the filer is classified. strategy lists the strategies the firm states in its own Form ADV Part 2A brochures, quoted and dated, and is omitted when none is on file; it never decides the entity type.