The whole source, organized and ready to query: every endpoint on this page answers in milliseconds. Every response carries
as_of: how current the data is. How datasets work.Search advisers
POST /us/iapd/advisers-search/v1 Dataset
Searches the SEC’s adviser roster by any combination of text, firm type,
state, country, private funds and assets under management. By legal name.
as_of (how current the data is), the applied filters, total (matches across every page), page, per_page, total_pages, count and advisers[], by legal name.
Every adviser carries crd (the key), sec_number (801-… registered, 802-… exempt reporting), legal_name, business_name, firm_type (registered or exempt_reporting), status (as the SEC spells it: APPROVED, ACTIVE, …), status_since, latest_filing_on, form_version, main_office and mailing_office ({ street_1, street_2, city, state, country, postal_code }), phone, fax, websites[], organization_form, organized_in_state, organized_in_country, fiscal_year_end, employees, aum ({ total, discretionary, non_discretionary, accounts, accounts_discretionary, accounts_non_discretionary }, US dollars; null for exempt reporting advisers, which do not report it), has_private_funds, umbrella_registration, notice_filed_states[], has_disclosures and sec_region.
Dates are yyyy-mm-dd. Empty fields are null.
Most venture capital firms file as exempt reporting advisers: pass
firm_type: "exempt_reporting" with private_funds: "only" to list them.
Brought up to date daily from the SEC’s roster.One adviser
POST /us/iapd/adviser/v1 Dataset
Resolves one adviser by CRD and returns its record with the private funds it
currently reports.
found, crd, as_of, adviser (null when not found) and private_funds ({ total, gross_asset_value, by_type, funds[] }: the funds the adviser currently reports, largest first, up to 200; null when not found).
Every adviser carries crd (the key), sec_number (801-… registered, 802-… exempt reporting), legal_name, business_name, firm_type (registered or exempt_reporting), status (as the SEC spells it: APPROVED, ACTIVE, …), status_since, latest_filing_on, form_version, main_office and mailing_office ({ street_1, street_2, city, state, country, postal_code }), phone, fax, websites[], organization_form, organized_in_state, organized_in_country, fiscal_year_end, employees, aum ({ total, discretionary, non_discretionary, accounts, accounts_discretionary, accounts_non_discretionary }, US dollars; null for exempt reporting advisers, which do not report it), has_private_funds, umbrella_registration, notice_filed_states[], has_disclosures and sec_region.
Dates are yyyy-mm-dd. Empty fields are null.
A CRD the SEC’s roster does not carry returns
found: false with HTTP 200,
not an error.Search private funds
POST /us/iapd/private-funds-search/v1 Dataset
Searches the funds by any combination of text, adviser, type, state, country,
size and filing dates. Largest gross asset value first.
as_of (how current the data is), the applied filters, total (matches across every page), page, per_page, total_pages, count and funds[], largest gross asset value first.
Every fund carries fund_id (the key, 805- and ten digits), fund_name, adviser_crd, adviser_name, adviser_type, fund_type (venture_capital, private_equity, hedge, real_estate, securitized_asset, liquidity or other), fund_type_other, state, country, gross_asset_value (US dollars), minimum_investment, owners_count, ownership ({ adviser_pct, funds_pct, non_us_pct }), is_master, is_feeder, master_fund_name, master_fund_id, is_fund_of_funds, invests_in_adviser_funds, exclusion_3c1, exclusion_3c7, has_other_advisers, has_annual_audit, unqualified_opinion, auditor ({ name, city, state, country, pcaob_registered }), uses_prime_broker, uses_custodian, uses_administrator, general_partners[], form_d_file_numbers[] (the join to the Form D dataset), filing_id, filing_type, reported_at, reported_on, is_current and reported_until.
A fund’s row is its adviser’s latest filing that lists it. is_current is true while the adviser’s newest filing still lists the fund; once a newer filing omits it, is_current turns false and reported_until is that filing’s date. Dates are yyyy-mm-dd. Empty fields are null.
Every private fund reported to the SEC since 2011, brought up to date
monthly as the SEC publishes each month’s filings. Pass
fund_type: "venture_capital" to follow venture funds, or adviser_crd
to list one firm’s funds.One private fund
POST /us/iapd/private-fund/v1 Dataset
Resolves one fund by its id and returns the full record.
found, fund_id, as_of and fund (null when not found).
Every fund carries fund_id (the key, 805- and ten digits), fund_name, adviser_crd, adviser_name, adviser_type, fund_type (venture_capital, private_equity, hedge, real_estate, securitized_asset, liquidity or other), fund_type_other, state, country, gross_asset_value (US dollars), minimum_investment, owners_count, ownership ({ adviser_pct, funds_pct, non_us_pct }), is_master, is_feeder, master_fund_name, master_fund_id, is_fund_of_funds, invests_in_adviser_funds, exclusion_3c1, exclusion_3c7, has_other_advisers, has_annual_audit, unqualified_opinion, auditor ({ name, city, state, country, pcaob_registered }), uses_prime_broker, uses_custodian, uses_administrator, general_partners[], form_d_file_numbers[] (the join to the Form D dataset), filing_id, filing_type, reported_at, reported_on, is_current and reported_until.
A fund’s row is its adviser’s latest filing that lists it. is_current is true while the adviser’s newest filing still lists the fund; once a newer filing omits it, is_current turns false and reported_until is that filing’s date. Dates are yyyy-mm-dd. Empty fields are null.
A fund id no Form ADV filing carries returns
found: false with HTTP 200,
not an error.Full reference
Schemas, all response fields, and an interactive playground.