fundManageR (version 0.5.0224)

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 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(), 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(), 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

# 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)
# }