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DiligenceExpress ADV

Form ADV Monitoring. Free of Charge.

DiligenceExpress ADV – part of our next generation DiligenceHub portal - allows users to efficiently access information on any investment manager registered as an investment advisor with the US Securities and Exchange Commission. That’s more than 18,000 investment managers and 50,000 funds. And it’s all free.

DiligenceExpress presents form ADV data in an easy to access and read format, available online or via a print friendly PDF. DiligenceExpress is fully comprehensive, including both Manager and all Private Fund data with no restrictions as to access and content. 

Castle Hall provides automatic notification when a manager you are following has updated their ADV filing.  DiligenceExpress users can then rapidly compare previous ADV filings with the current filing to identify changes, saving valuable time. Prior ADV reports are also fully archived, allowing investors to monitor the ongoing chronology of a manager’s SEC reporting.

DiligenceExpress is fully integrated into Castle Hall's broader due diligence workflow. After reviewing Manager and Private Fund level ADV information, investors can progress to a broader reputational diligence profile, financial statement review, OpsMonitor coverage, or a full, onsite OpsReview. Or add risk, cyber or ESG due diligence to that manager or strategy. 

To review the capabilities of DiligenceExpress, please feel free to watch the video on the right right, demonstrating: 

  • How to search for a manager or fund
  • How to follow or unfollow a manager or fund
  • Using filtering features to screen for specific manager characteristics (such as location, RAUM, etc)
  • How to compare data between two filings
  • How to print Form ADV data sets

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Add DiligenceExpress to your diligence workflow

Contact us to get receive a free demo from a Castle Hall specialist.

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