Tank Allocator Loader

Available Loaders

• SEC Form ADV (XLSX Metrics)

  Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

  Open

• SEC Form ADV Part 1 (Bulk)

  Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

  Open

Identifiers

Profile

ADV Metrics

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

{"filing_id": "2014457", "owner_id": "2963790", "source": "adv_part1", "table": "Schedule_A_B"}

{"filing_id": "2014457", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1

• data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv

  {
    "date_submitted": "09/11/2025 09:37:44 AM",
    "filing_id": "2014457",
    "reg_type": "IA"
  }