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Institutional data

Fund & Investment Manager Screeners

The Docoh Institutional Plan offers instiutional quality data from primary sources, covering all registered US investment fund managers.

Form ADV Screener

How we help

Vendors / Professional services & software providers

  • Get the latest fund manager contact and account data, as it's available.
  • Quickly identify prospective clients and build demand-gen campaigns.
  • Download data for prospects who fit your target market.
  • Save your criteria and get email alerts when new prospects match.

Law firms, accountancies, software providers and more: generating demand and building the top of your new business pipeline is critical.

With Docoh's high-quality fund manager data, you can do so cost-effectively and efficiently.

Reach-out to learn more

How we help

Limited Partners / FoFs, endowments, family offices & wealth advisers

  • Get the latest fund manager contact and account data, as it's available.
  • Quickly screen and source managers and funds of interest.
  • Download data for managers who fit your investment criteria.
  • Save your criteria and get email alerts when new managers match.

For LP fund allocators, it can be overwhelming to stay on top of all the new and existing SEC-registered fund managers in the market.

Now, you can identify fund managers to work through your evaluation due diligence process, at a fraction of the cost of existing data offerings.

Reach-out to learn more

Screener

Form ADV

Form ADV is a registration document that investment advisers must submit to the SEC every year.

  • About 15,000 active entries.
  • Updated daily.

Data includes:

  • Latest ADV Filing Date
  • Manager Name
  • City, State, Country & Full Address
  • Registered AUM (& YoY Change)
  • Wrap Information
  • Brochure text search (ADV Part 2)
  • #Employees (& YoY Change)
  • #Advisors (& YoY Change)
  • Prime Brokers
  • Custodians
  • Fund Administrators
  • Auditors
  • Phone
  • Website URL
  • CCO Name, Title, Phone & Email
  • Other Regulatory Contact Name, Title, Phone & Email
  • List of Private Funds with Fund Type & RAUM

Screener

Form D

Companies and investment funds that privately sell securities (exempt from registration under Reg D) must file a Form D.

  • About 50,000 active entries.
  • Updated daily.

Data includes:

  • Latest Form D Filing Date
  • Fund/Company Name
  • State & Country
  • Domicile Country
  • Industry Group (e.g. Private Equity, Hedge Fund)
  • Securities (e.g. Equity, Convertible Debt)
  • Total Offering Amount
  • Sold Amount (& YoY Change)
  • Amount Remaining
  • Minimum Investment
  • #Investors
  • Date First Sold
  • Sales Commission Amount & Recipient
  • Finders Fee
  • Signatory Name, Title & Phone
  • Related Fund Manager

Screener

Form 13-F

Advisers with $100M+ AUM are required to disclose their equity holdings on Form 13-F quarterly.

  • About 6,000 active entries.
  • Updated daily.

Data includes:

  • Latest Form 13-F Filing Date
  • Manager Name
  • City, State & Country
  • Registered AUM
  • Total Portfolio Value (& QoQ Change)
  • #Total Holdings
  • #Unique Holdings
  • #Changed Holdings
  • List of Current Equity Holdings (Tickers)
  • #Advisors
  • #Employees
  • #Accounts
  • Phone
  • Website
  • Signatory Name, Title & Phone