Sec Adviser Universe
Implementation details
Class names
| Model name | Parameters class | Data class |
|---|---|---|
SecAdviserUniverse | SecAdviserUniverseQueryParams | SecAdviserUniverseData |
Import Statement
from openbb_core.provider.standard_models. import (
SecAdviserUniverseData,
SecAdviserUniverseQueryParams,
)
Parameters
- standard
- sec
registration_type: str
Registered or exempt adviser population to return.
crd: str | None
Central Registration Depository (CRD) number to return.
use_cache: bool | None
Default: True
Whether to use cached SEC responses.
Data
- standard
- sec
crd: str
Central Registration Depository (CRD) number.
sec_number: str
SEC investment adviser number.
cik: str | None
First reported CIK, zero-padded to 10 digits.
cik_count: int | None
Total number of CIKs reported by the firm.
primary_business_name: str
Primary business name.
legal_name: str
Legal name.
firm_type: str
Registration category reported in the SEC data file.
status: str
Current SEC registration status.
latest_adv_filing_date: date
Date of the latest Form ADV filing.
employee_count: int | None
Number of employees reported in Form ADV Item 5.A.
discretionary_aum: float | int | None
Discretionary regulatory assets under management.
non_discretionary_aum: float | int | None
Non-discretionary regulatory assets under management.
regulatory_assets_under_management: float | int | None
Total regulatory assets under management.
discretionary_account_count: int | None
Number of discretionary accounts.
non_discretionary_account_count: int | None
Number of non-discretionary accounts.
account_count: int | None
Total number of accounts.
report_date: date
Report month, represented by its first calendar day.