Form ADV

GPTKB entity

Statements (42)
Predicate Object
gptkbp:instanceOf gptkb:SEC_filing
gptkbp:amendedBy SEC rules and regulations
gptkbp:availableOn gptkb:Investment_Adviser_Public_Disclosure_website
gptkbp:filingDate gptkb:Investment_Adviser_Registration_Depository
gptkbp:filingMethod annually
gptkbp:firstIssueDate 1985
gptkbp:hasPart Part 1
Part 2
Part 3
https://www.w3.org/2000/01/rdf-schema#label Form ADV
gptkbp:includes information about brokerage practices
information about business practices
information about clients
information about code of ethics
information about conflicts of interest
information about custody of client funds
information about disciplinary events
information about disciplinary history
information about employees
information about fees and compensation
information about financial industry affiliations
information about investment strategies
information about ownership
gptkbp:legalBasis gptkb:Investment_Advisers_Act_of_1940
gptkbp:openToPublic yes
gptkbp:Part_1 requires information about business, ownership, clients, employees, and disciplinary events
gptkbp:Part_2 requires narrative brochures for clients
gptkbp:Part_3 requires Form CRS (Client Relationship Summary)
gptkbp:purpose disclose business practices
disclose conflicts of interest
disclose disciplinary history
register investment advisers
gptkbp:requires gptkb:U.S._Securities_and_Exchange_Commission
gptkb:SEC-registered_investment_advisers
gptkb:exempt_reporting_advisers
gptkb:state-registered_investment_advisers
gptkb:state_securities_authorities
gptkbp:usedBy investment advisers
gptkbp:bfsParent gptkb:Vista_Equity_Partners
gptkb:Investment_Adviser_Regulation
gptkb:Bridgewater_Associates
gptkbp:bfsLayer 6