Newly SEC-registered advisers (last 14 days)

Created by

Coatify AI

Actor

New Investment Advisers — SEC, ERA & state registrations

Investment advisers whose SEC registration became effective in the last 14 days, including 120-day-rule approvals — the firms with no compliance program, custodian or archiving in place yet. Each record carries RAUM, employees, custody and private-fund flags, phone and website.

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New Investment Advisers — SEC, ERA & state registrationscoatifyai/sec-new-investment-advisers

Effective

Registration

Firm

Score

+8 fields

Input

Lookback (days):14

Minimum lead score:50

Private-fund advisers only:false

Main-office states

Output fields

Effective

Registration

Firm

Score

City

State

Regulatory AUM

Employees

Private funds

Phone

Website

IAPD

How it works

Sign up on Apify or log in

The New Investment Advisers — SEC, ERA & state registrations Actor is ready to run with the inputs already set for "Newly SEC-registered advisers (last 14 days)". Sign up or log in and you'll land in Apify Console with a copy of this exact task.

Start the "Newly SEC-registered advisers (last 14 days)" task

The New Investment Advisers — SEC, ERA & state registrations Actor will start running based on the input automatically. You can also change all the input fields, like lookback (days), minimum lead score, and more, to match your specific use case.

Receive the "Newly SEC-registered advisers (last 14 days)" output

Monitor the progress in real time. You will be notified as soon as your dataset is complete and ready for review. Each result includes data such as effective, registration, firm, and more.

Integrate into your workflow

The final output is delivered in JSON, CSV, or Excel format, ready to be plugged into your workflow. You can also run the "Newly SEC-registered advisers (last 14 days)" task via API.