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from $53.60 / 1,000 adviser records

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SEC Form ADV Investment Adviser Scraper

Try for free

Scrape SEC Form ADV investment adviser records: firm, AUM, offices and registration changes. Every run returns the current records as a dataset. Optional watch mode returns only what changed since your last run. Pay per result.

Pricing

from $53.60 / 1,000 adviser records

Rating

0.0

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Developer

NexGen Watch

Actor stats

Bookmarked

Total users

Monthly active users

8 days ago

Last modified

Categories

Lead generation

News

Automation

record_type

Required

Discriminator: adviser_record (snapshot mode), adviser_delta (watch mode) or source_receipt.

Type:string

Options:

adviser_recordadviser_deltasource_receipt

schema_version

Required

Output schema version.

Type:string

run_id

Required

Apify run id that produced this item.

Type:string

source_url

Required

Exact public SEC request URL supporting this item.

Type:string

observed_at

Required

RFC3339 UTC time after shape validation.

Type:string

change_id

Optional

Deterministic SHA-256 change identifier (adviser_delta); billing dedup key.

Type:string | null

delta_type

Optional

adviser_delta only.

Type:string | null

Options:

added_to_scoperemoved_from_scoperegistration_class_changedprofile_changedentered_filterexited_filternull

crd_number

Optional

Organization CRD number.

Type:integer | null

sec_file_number

Optional

SEC file number (801-/802-).

Type:string | null

firm_name

Optional

Primary business name.

Type:string | null

adviser_class_before

Optional

Class before the change (null on add).

Type:string | null

Options:

RIAERAnull

adviser_class_after

Optional

Class after the change (null on removal).

Type:string | null

Options:

RIAERAnull

adviser_url

Optional

Emitted IAPD firm summary URL (never fetched).

Type:string | null

source_edition

Optional

Report edition date the record (snapshot) or change (watch) was observed in.

Type:string | null

changed_fields

Optional

Sorted JSON Pointers of changed material fields.

Type:string[] | null

terminal_state

Optional

source_receipt only.

Type:string | null

Options:

NORMALGENUINE_EMPTYPARTIAL_SOURCEPARTIAL_MAX_ITEMSBLOCKEDBASELINE_SEEDEDBASELINE_RESETnull

source_class

Optional

source_receipt class.

Type:string | null

Options:

MANIFESTRIAERARUNnull

archive_sha256

Optional

SHA-256 of the fetched archive (receipt provenance).

Type:string | null

adviser_class

Optional

adviser_record: RIA or ERA.

Type:string | null

legal_name

Optional

adviser_record: legal name.

Type:string | null

primary_business_name

Optional

adviser_record: primary business name.

Type:string | null

sec_current_status

Optional

adviser_record: SEC registration status as reported.

Type:string | null

principal_city

Optional

adviser_record: main office city.

Type:string | null

principal_state

Optional

adviser_record: main office state.

Type:string | null

principal_country

Optional

adviser_record: main office country.

Type:string | null

principal_postal_code

Optional

adviser_record: main office postal code.

Type:string | null

phone

Optional

adviser_record: main office telephone as published.

Type:string | null

website

Optional

adviser_record: website address as published.

Type:string | null

latest_adv_filing_date

Optional

adviser_record: latest ADV filing date as published.

Type:string | null

regulatory_aum_usd

Optional

adviser_record: regulatory AUM in USD (Item 5F(2)(c)); null when not reported.

Type:integer | null

total_employees

Optional

adviser_record: total employees (Item 5A).

Type:integer | null

has_custody

Optional

adviser_record: custody flag as reported.

Type:boolean | null

private_fund_count

Optional

adviser_record: count of private funds (Item 7B(1)).

Type:integer | null

report_as_of_date

Optional

adviser_record: report edition date.

Type:string | null

source_row_number

Optional

adviser_record: row number in the SEC report file.

Type:integer | null

source_row_hash

Optional

adviser_record: SHA-256 of the material fields (the same hash watch mode compares).

Type:string | null

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