SEC ADV PDF Processor
Upload a Form ADV PDF file to extract key information into an Excel spreadsheet.
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Drag and drop your PDF file here
or click to browse files (max 50MB)
Selected file:
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Process ADV File
What this tool extracts:
Basic firm information
Assets under management
Client type breakdown
Advisory services
Other business activities
Financial industry affiliations
Private fund information
Disclosure information
Direct owners and executives