Due Diligence for Asset Managers
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data

Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
PensionDanmark Pensionsforsikringsaktieselskab	[2026-06-30]	SOLE	0	145,000
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	34,621
Handelsbanken Fonder AB	[2026-06-30]	SOLE	0	30,977
JGP Global Gestao de Recursos Ltda	[2026-06-30]	SOLE	128,506	18,490
IFP Advisors LLC	[2026-06-30]	SOLE	8,475	8,475
Noble Wealth Management PBC	[2026-06-30]	SOLE	850	850
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	247
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	199
Abound Wealth Management	[2026-06-30]	SOLE	0	100
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	58
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 218776790, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 3, "random_n": 2.025719996484763}

False

328555858