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Recognized as one of the most active and highly regarded investment management practices in the United States, our group represents all types of asset managers across the liquidity spectrum, including private equity funds, credit funds, hedge funds, venture capital funds, real estate funds, hybrid funds and family offices. We have successfully raised hundreds of billions of dollars for our clients, who benefit from our extensive market knowledge, industry-leading networking events and strong relationships with all major market participants. 

When Do I Amend My ADV?

February 17, 2014 download PDF

As an investment adviser registered with the SEC,  you will be required to amend your Form ADV from time to time.  The following is a brief summary designed to assist you with such amendments by identifying the types of information that require amending as well as the timing for filing with the SEC and/or delivering updates to your clients.  Please contact us with any specific questions regarding amendments to your Form ADV.

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