adv_managers_filings: IAPD registered managers ADV data

In abresler/fundManageR: Investment management toolkit for R

IAPD registered managers ADV data

Description

This function parses the specified sections of the Form ADV for specified managers.

Usage

adv_managers_filings(
  entity_names = NULL,
  crd_ids = NULL,
  all_sections = TRUE,
  section_names = c("Registration", "Identifying Information", "Organization",
    "Successions", "Private Fund Reporting", "Direct Manager Owners",
    "Indirect Manager Owners", "Other Manager Information", "Manager Signatories"),
  flatten_tables = TRUE,
  gather_data = FALSE,
  assign_to_environment = TRUE
)

Arguments

entity_names	vector entities you want to search
crd_ids	vector of CRDs to search
all_sections	include all sections TRUE(default) searches all sections
section_names	sections to search Registration: registration information Identifying Information: indentifying information Organization: organizational structure information Successions: succession information Private Fund Reporting: private funds controlled by the manager Direct Manager Owners: direct owners of the fund manager Indirect Manager Owners: indirect owners of the fund manager Other Manager Information: other information Manager Signatories: manager signatories #'
flatten_tables	TRUE flattens data with multiple values into wide form
gather_data	TRUE returns a long data frame
assign_to_environment	TRUE assign individual data frames to your environment

Value

a tibble

See Also

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

Other ADV: adv_managers_current_period_summary(), adv_managers_periods_summaries()

Other entity search: adv_managers_current_period_summary(), 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_current_period_summary(), adv_managers_metadata(), adv_managers_periods_summaries(), reit_funds(), sec_ciks(), sec_closed_end_funds(), sec_money_market_funds()

Examples

adv_managers_filings(entity_names = c('Blackstone Real Estate'), crd_ids = NULL,
 all_sections = TRUE,  section_names = NULL,
 flatten_tables = TRUE, gather_data = FALSE,
 assign_to_environment = TRUE)

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