Research Investment Managers

Use Cases

Concrete workflows for exploring locations, identifying comparable firms, and running deeper filing-grounded research across managers.

These use cases are designed to move from question to answer quickly while staying anchored in actual ADV filing context. Pick one based on your immediate workflow.

Each page includes a focused objective and practical way to use the product.

Maps

View manager locations and geographic concentration patterns.

Firm SimilarityChat

Find firms similar to X using profile and filing features.

Deep ResearchChat

Ask ADV-grounded questions over one firm or a multi-firm set.

Natural Language ScreeningChat

Ask for firms in plain English, like 'show firms between X and Y AUM.'