EQequibles
Funds

Full Form ADV profile of one SEC-registered or exempt reporting investment adviser by its Organization CRD number.

get/v1/investment-advisers/{crd}

Request

Path parameters

crdinteger required

The adviser's Organization CRD number (e.g. 231).

Response

OK

crdinteger

Organization CRD number — the adviser's stable identifier.

secNumberstring nullable

SEC file number, e.g. "801-54739"; null for state-only firms.

legalNamestring nullable
primaryBusinessNamestring nullable

"Doing business as" name when it differs from the legal name.

citystring nullable
statestring nullable
countrystring nullable
websitestring nullable

Website exactly as filed on Form ADV Item 1.I — may be a social-media URL (e.g. an X/Twitter handle) and typically appears in the SEC's all-caps form.

secStatusstring nullable

Reported registration status with the SEC, e.g. "Approved".

numberOfEmployeesinteger nullable

Employees performing investment advisory functions; null when not reported.

totalRegulatoryAuminteger nullable

Regulatory assets under management in US dollars; null when not reported.

discretionaryAuminteger nullable
nonDiscretionaryAuminteger nullable
chargesPercentageOfAumboolean

How the firm is compensated (Form ADV Item 5.E).

chargesHourlyboolean
chargesSubscriptionboolean
chargesFixedboolean
chargesCommissionsboolean
chargesPerformanceBasedboolean
chargesOtherboolean
asOfDatestring date

Date of the SEC's monthly Form ADV bulk extract this profile was imported from — not the adviser's own filing date; the underlying Item 5.F figures may be older.

Changes

No recorded changes to this operation across all 1 revision of this API.