fundManageR (version 0.5.02210501)

adv_managers_metadata: IAPD registered meta data

Description

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.

Usage

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, 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

Examples

# NOT RUN {
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)
# }