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.
Summary
Assets & Accounts
- RAUM (total)86,310,065,074.0
- RAUM (discretionary)86,204,384,134.0
- Actionable assets86,072,182,701.0
- Accounts (total)202.0
Institutional Clients
- Government AUM449,674,074.0
- Pension AUM1,747,150,288.0
- Charitable AUM130,925,104.0
- HNW AUM—