This looks like a game changer for anyone tracking institutional holdings! The ability to search across managers, filings, and holdings without stitching together separate systems is exactly what has been missing. I really like that the normalized records stay linked to the underlying public filing, so you can always verify the source data. It is exciting to see this kind of connected research layer built for both people and agents. The promise of an API and MCP workflow means this could integrate seamlessly into existing automation pipelines. Getting one email when it is ready without newsletter noise is a nice bonus. I am eager to see how the Vanguard Group preview scales to other entities. This seems like a powerful tool for making public investment data finally accessible and interconnected for serious research work.
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4 Reviews
The concept of keeping source attachments normalized is really smart. It makes tracing back to the original Form ADV or 13F filing much easier than hunting through separate databases. This seems like a solid upgrade for researchers who need reliable, connected records without the noise.
The description suggests a useful tool for connecting investment data, though the service is still coming soon so availability is not yet confirmed.
From the information available, AUMSearch presents itself as a promising research platform designed to solve a genuine pain point in the investment data landscape. The website clearly outlines a mission to connect fragmented public records into a single, source-linked experience. This approach seems highly valuable for professionals who currently have to stitch together separate systems to track adviser firms, Form ADV records, Form 13F filings, and reported institutional holdings. The emphasis on keeping normalized records linked to the underlying public filing is particularly appealing, as it ensures that dates, values, and disclosures remain interpretable and accurate. It is encouraging to see that the platform is built for both people and agents, offering exploration via browser while also supporting API and MCP workflow integration. The preview data regarding the Vanguard Group demonstrates that the system can handle complex entity profiles with regulatory identifiers like CRD and CIK codes. Since the platform is still coming soon, one must rely on these clear promises of connectivity and source integrity. For someone considering this company, the value proposition is strong: one research layer across diverse public records without the usual friction. The assurance that this is not investment advice but a robust data tool adds clarity to its positioning.
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About AUMSearch
AUMSearch is a data service that provides search access to investment adviser firms, Form ADV records, Form 13F filings, and reported institutional holdings. Users can query the data through a browser-based search interface, a REST API, or an MCP server for AI workflows. The platform offers faceted search across public filings with filters for location, registration category, firm type, advisory services, compensation arrangements, and assets under management. It supports searching by form family, filing dates, report periods, and position types such as shares, puts, and calls. The service is positioned as a tool for accessing normalized SEC EDGAR and Form ADV data.
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