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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 Form ADV?

March 3, 2015 download PDF

An investment adviser registered with the SEC is required to amend its Form ADV from time to time. The following summary identifies the types of information on Form ADV that require amending and the timing for filing such amendments with the SEC, as well as whether an investment adviser is required to deliver such amendments to its clients.

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