adv_managers_current_period_summary: ADV managers most recent summary data

In abresler/fundManageR: Investment management toolkit for R

ADV managers most recent summary data

Description

This function returns abbreviated ADV data for all filing managers for the most recent period.

Usage

adv_managers_current_period_summary(
  select_names = c("dateDataADV", "isExempt", "idRegionSEC", "idCRD", "idSEC",
    "typeRegulationSEC", "nameEntityManager", "nameEntityManagerLegal",
    "addressOfficePrimary", "addressStreet1OfficePrimary", "addressStreet2OfficePrimary",
    "cityOfficePrimary", "stateOfficePrimary", "countryOfficePrimary",
    "zipOfficePrimary", "phoneOfficePrimary", "statusSEC", "dateStatusSEC",
    "dateADVLatest", "urlManager", "isForeignRegisteredEntity",
    "stateDateJurisdictionNotice", "idCIK", "hasAUMGreater1B", "idLEI",
    "hasAUMGreater100M", 
     "typeEntity", "countryEntityOrganized",
    "countEmployeesTotal", "countEmployeesInvestmentAdvisory", "amountAUMTotal",
    "amountAUMDiscretionary", "amountAUMNonDiscretionary", "countAccountsDiscretionary",
    "countAccountsNonDiscretionary", "countAccountsTotal",
    "isManagerSecuritiesPortfolio", "hasFeeAUM", "hasFeeHourlyCharge",
    "hasFeeSubscription", "hasFeeFixed", "hasFeeCommission", "hasFeePerformance",
    "hasFeeOther", "typeFeeOther", "isBrokerDealer", "isBrokerDealerRepresentative",
    "isCommodityPoolOperator", 
     "isFuturesMerchant",
    "isRealEstateBrokerDealerAgent", "isInsuranceBrokerAgent", "isBank",
    "isTrustCompany", "isRegisteredMunicipalAdviser", "isRegisteredSecuritySwapDealer",
    "isRegistredSecuritySwapParticipant", "isAccountingFirm", "isLawFirm",
    "isOtherFinancialProductSalesperson", "typeOtherFinancialProductSalesperson",
    "countEmployeesBrokerDealer", "countEmployeesStateRegisteredInvestmentAdviser",
    "countEmployeesStateRegisteredInvestmentAdviserMultipleEntities",
    "countEmployeesLicensedInsuranceAgents", 
    
    "countEmployeesSolicitAdvisoryClients", "hasFelonyPleaConviction", "hasFelonyCharge",
    "hasMisdemeanorPleaConviction"),
  return_message = TRUE
)

Arguments

return_message	return a message after parsing data
file_directory	directory you want to save your data into, if none specified a temporary file will be created
folder_name	older you want the data to be downloaded into
remove_files	remove the files from the folders
empty_trash	empty the trash after being read into R

Details

For multiple periods and all information see adv_managers_periods_summaries

Value

a data frame

See Also

Other IAPD: adv_managers_filings(), adv_managers_metadata(), adv_managers_periods_summaries(), finra_entities(), finra_people()

Other ADV: adv_managers_filings(), adv_managers_periods_summaries()

Other entity search: adv_managers_filings(), adv_managers_metadata(), adv_managers_periods_summaries(), finra_entities(), nareit_entities(), reit_funds(), rf_leis(), 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_filings(), adv_managers_metadata(), adv_managers_periods_summaries(), reit_funds(), sec_ciks(), sec_closed_end_funds(), sec_money_market_funds()

Examples

## Not run: 
adv_managers_current_period_summary(select_names = c("dateDataADV", "isExempt", "idRegionSEC", "idCRD", "idSEC", "typeRegulationSEC", "nameEntityManager", "nameEntityManagerLegal", 'addressOfficePrimary', "addressStreet1OfficePrimary", "addressStreet2OfficePrimary", "cityOfficePrimary", "stateOfficePrimary", "countryOfficePrimary", "zipOfficePrimary", "phoneOfficePrimary", "statusSEC", "dateStatusSEC", "dateADVLatest", "urlManager", "isForeignRegisteredEntity", "stateDateJurisdictionNotice", "idCIK", "hasAUMGreater1B", "idLEI", "hasAUMGreater100M", "typeEntity", "countryEntityOrganized", "countEmployeesTotal", "countEmployeesInvestmentAdvisory", "amountAUMTotal", "amountAUMDiscretionary", "amountAUMNonDiscretionary", "countAccountsDiscretionary", "countAccountsNonDiscretionary", "countAccountsTotal", "isManagerSecuritiesPortfolio", "hasFeeAUM", "hasFeeHourlyCharge", "hasFeeSubscription", "hasFeeFixed", "hasFeeCommission", "hasFeePerformance", "hasFeeOther", "typeFeeOther", "isBrokerDealer", "isBrokerDealerRepresentative", "isCommodityPoolOperator", "isFuturesMerchant", "isRealEstateBrokerDealerAgent", "isInsuranceBrokerAgent", "isBank", "isTrustCompany", "isRegisteredMunicipalAdviser", "isRegisteredSecuritySwapDealer", "isRegistredSecuritySwapParticipant", "isAccountingFirm", "isLawFirm", "isOtherFinancialProductSalesperson", "typeOtherFinancialProductSalesperson", "countEmployeesBrokerDealer", "countEmployeesStateRegisteredInvestmentAdviser", "countEmployeesStateRegisteredInvestmentAdviserMultipleEntities", "countEmployeesLicensedInsuranceAgents", "countEmployeesSolicitAdvisoryClients", "hasFelonyPleaConviction", "hasFelonyCharge", "hasMisdemeanorPleaConviction"))

## End(Not run)

abresler/fundManageR documentation built on April 1, 2024, 5:46 p.m.