Use our free database of Form ADV, Form 13F and Form D data to quickly and easily identify competitor clients, institutional holdings, the newest private funds in the market and much more. Sign up for free SEC 13F screener

Form ADV Screener

Service Providers / Auditors, fund administrators, software providers & more

  • Get the latest fund manager contact and account data, as it's available.
  • Quickly identify prospective clients and build demand-gen campaigns.
  • Download data for prospects who fit your target market.
  • Save your criteria and get email alerts when new prospects match.

Law firms, accountancies, software providers and more: generating demand and building the top of your new business pipeline is critical.

With CapEdge's high-quality fund manager data, you can do so free and efficiently.

Institutional Investors & Advisors / Consultants, endowments, foundations, fund of funds, pensions & more

  • Get the latest fund manager contact and account data, as it's available.
  • Quickly screen and source managers and funds of interest.
  • Download data for managers who fit your investment criteria.
  • Save your criteria and get email alerts when new managers match.

For LP fund allocators, it can be overwhelming to stay on top of all the new and existing SEC-registered fund managers in the market.

Now, you can identify fund managers to work through your evaluation due diligence process, at no cost.

Form ADV Screener

Form ADV is a registration document that investment advisers must submit to the SEC every year.

  • About 15,000 active entries.
  • Updated daily.

Data includes:

  • Latest ADV Filing Date
  • Manager Name
  • City, State, Country & Full Address
  • Registered AUM (& YoY Change)
  • Wrap Information
  • Brochure text search (ADV Part 2)
  • #Employees (& YoY Change)
  • #Advisors (& YoY Change)
  • Prime Brokers
  • Custodians
  • Fund Administrators
  • Auditors
  • Phone
  • Website URL
  • CCO Name, Title, Phone & Email
  • Other Regulatory Contact Name, Title, Phone & Email
  • List of Private Funds with Fund Type & RAUM

Form D Screener

Companies and investment funds that privately sell securities (exempt from registration under Reg D) must file a Form D.

  • About 50,000 active entries.
  • Updated daily.

Data includes:

  • Latest Form D Filing Date
  • Fund/Company Name
  • State & Country
  • Domicile Country
  • Industry Group (e.g. Private Equity, Hedge Fund)
  • Securities (e.g. Equity, Convertible Debt)
  • Total Offering Amount
  • Sold Amount (& YoY Change)
  • Amount Remaining
  • Minimum Investment
  • #Investors
  • Date First Sold
  • Sales Commission Amount & Recipient
  • Finders Fee
  • Signatory Name, Title & Phone
  • Related Fund Manager

Form 13F Screener

Advisers with $100M+ AUM are required to disclose their equity holdings on Form 13F quarterly.

  • About 6,000 active entries.
  • Updated daily.

Data includes:

  • Latest Form 13F Filing Date
  • Manager Name
  • City, State & Country
  • Registered AUM
  • Total Portfolio Value (& QoQ Change)
  • #Total Holdings
  • #Unique Holdings
  • #Changed Holdings
  • List of Current Equity Holdings (Tickers)
  • #Advisors
  • #Employees
  • #Accounts
  • Phone
  • Website
  • Signatory Name, Title & Phone