Data field · Organisation

Qualified-client sales indicator

Whether sales of a private fund are limited to investors meeting the applicable qualified-client standard.

Who carries it ↓

1Data sources

1Providers

1Free to access

Sources that carry it

1 source

U.S. Securities and Exchange Commissi…

Investment Adviser Public Disclosure and Form ADV Data

One public investment-adviser registry Source combining IAPD arbitrary firm/representative lookup with current XML compilations and historical Form ADV Part 1 CSV archives. Exact scalar leaves cover firm and representative identity, registrations, offices, owners/executives, affiliations, employment, business activities, filing pins, and disclosure indicators. Private-residence location/contact leaves and document bodies are excluded.

Free Full file National US 121 fields

Questions it helps answer

Organisation governance and role-based control Organisation legal ownership and voting interests Typed person-to-organisation affiliations Organisation corporate relationships Person organisation ownership and control interests Professional regulatory action and discipline Shared organisation principals and representatives Civil litigation involvement Criminal case history Organisation litigation history

Need Qualified-client sales indicator at scale?

We compare every source that carries it on your own records — fill rate, freshness, definition — and bring the winner into production for you.