Statements (43)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
regulatory document
|
| gptkbp:accessibleBy |
gptkb:Investment_Adviser_Public_Disclosure_website
|
| gptkbp:appliesTo |
gptkb:SEC-registered_investment_advisers
gptkb:state-registered_investment_advisers |
| gptkbp:contains |
Item 12: Brokerage Practices
Item 13: Review of Accounts Item 14: Client Referrals and Other Compensation Item 15: Custody Item 16: Investment Discretion Item 17: Voting Client Securities Item 18: Financial Information Item 1: Cover Page Item 2: Material Changes Item 3: Table of Contents Item 4: Advisory Business Item 5: Fees and Compensation Item 7: Types of Clients Item 9: Disciplinary Information Item 6: Performance-Based Fees and Side-By-Side Management Item 10: Other Financial Industry Activities and Affiliations Item 8: Methods of Analysis, Investment Strategies and Risk of Loss Item 11: Code of Ethics, Participation or Interest in Client Transactions and Personal Trading |
| gptkbp:deliveredBy |
advisory clients
|
| gptkbp:filingDate |
gptkb:Investment_Adviser_Registration_Depository
|
| gptkbp:format |
narrative brochure
|
| https://www.w3.org/2000/01/rdf-schema#label |
Form ADV Part 2A
|
| gptkbp:language |
English
|
| gptkbp:mandate |
gptkb:Investment_Advisers_Act_of_1940
|
| gptkbp:openToPublic |
yes
|
| gptkbp:partOf |
gptkb:Form_ADV
|
| gptkbp:purpose |
disclosure of financial information
disclosure of conflicts of interest disclosure of client referrals and other compensation disclosure of brokerage practices disclosure of business practices disclosure of code of ethics disclosure of disciplinary information disclosure of fees and compensation |
| gptkbp:requires |
gptkb:U.S._Securities_and_Exchange_Commission
registered investment advisers |
| gptkbp:updated |
annually
|
| gptkbp:bfsParent |
gptkb:exempt_reporting_advisers
|
| gptkbp:bfsLayer |
8
|