fundManageR (version 0.5.02210501)

adv_managers_filings: IAPD registered managers ADV data

Description

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

Usage

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 data_frame

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, data_rf_leis, finra_entities, nareit_entities, reit_funds, 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, 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

# NOT RUN {
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)
# }