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Due diligence provider offers free Form ADV monitoring

Susan BarretobySusan Barreto
December 18, 2019
in Service Provider News
Due diligence provider offers free Form ADV monitoring
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This week Castle Hall launched a new free service, DiligenceExpress, offering investors, asset managers and industry service providers a way to review and monitor diligence information on more than 19,000 registered investment advisors and 62,000 private funds.

Via an online app, the service offers manager and private fund data sourced from Form ADV submissions filed with the U.S. Securities and Exchange Commission.

Users have access to profiles of each registered investment advisor and every private fund. Specific managers can be tracked and users will be emailed each time a new ADV is . . .

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