The Form ADV is more than a regulatory requirement. It's a goldmine of intelligence for anyone working in the investment ecosystem. Whether you're an allocator looking to discover your next manager or a service provider mapping the fund landscape, Radient AI offers deep, structured data from convoluted Form ADVs that can ease your firm discovery process.
At Radient AI, we've seen how asset allocators, service providers, lawyers, investors are using our Advanced Search feature in novel ways. Here are just a few of the high-impact use cases that are driving value across the industry:
Allocators are constantly hunting for alpha, and emerging managers often hold the key. With Radient, it is easier to discover and track firms under certain AUM range (eg. $500M) focussing on certain strategies, and geography.
Discover firms with $1B–$5B in AUM that are serviced by your preferred prime brokers such as Goldman Sachs or Interactive Brokers.
Find firms that do not use the services of certain auditors (eg. Big 4).
Locate firms with a large number of individual clients that also have other firms and individuals soliciting clients on their behalf.
Need to find every fund that uses Auditor X and Prime Broker Y in New York with over $500M AUM?
Find investment advisers primarily catering to HNI.
Discover firms that are currently under state registration but may soon become eligible to be registered with the SEC.
Find advisers with significant operations outside the U.S. to support your global investment strategy.
Find Firms with past regulatory actions or operational risk might be more open to improving their compliance programs.
Finding the right clients for your business can feel like searching for a needle in a haystack. Radient AI’s Advanced Search simplifies the process. Skip the manual data sourcing and discover firms that align perfectly with your objectives in just a few clicks.
See it yourself how Radient AI can power your discovery process.