fundManageR (version 0.5.02030319)

get_data_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 get_data_adv_managers_filing() function.

Usage

get_data_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: get_data_adv_managers_current_period_summary, get_data_adv_managers_filings, get_data_adv_managers_periods_summaries, get_data_finra_entities, get_data_finra_people

Other FINRA: get_data_finra_entities, get_data_finra_people

Other fund data: get_data_adv_managers_current_period_summary, get_data_adv_managers_filings, get_data_adv_managers_periods_summaries, get_data_reit_funds, get_data_sec_ciks, get_data_sec_closed_end_funds, get_data_sec_money_market_funds

Other entity search: get_data_adv_managers_current_period_summary, get_data_adv_managers_filings, get_data_adv_managers_periods_summaries, get_data_finra_entities, get_data_nareit_entities, get_data_reit_funds, get_data_rf_leis, get_data_rf_sec_13F_companies, get_data_sec_bankruptcies, get_data_sec_broker_dealers, get_data_sec_ciks, get_data_sec_closed_end_funds, get_data_sec_cusips, get_data_sec_filer, get_data_sec_filing_entities, get_data_sec_investment_companies, get_data_sec_money_market_funds, get_data_sec_municipal_advisors, get_data_securities_offerings, get_data_us_public_companies, get_data_ycombinator_alumni

Examples

# NOT RUN {
get_data_adv_managers_metadata(entity_names = c('Divco', 'EJF'), score_threshold = .2)
get_data_adv_managers_metadata(entity_names = "Blackstone", score_threshold = NULL)
get_data_adv_managers_metadata(crd_ids = 173787)
# }