Asset manager data · schema

Discover the managers you didn’t know to look for

Search and compare investment managers using structured Form ADV, 13F holdings, strategies, fees and firm data.

✓23,622advisers

✓16,312Part 2A brochures

✓490,119source-linked statements

Discover

Search the whole universe, not the names you already know.

Understand

Declared strategy next to the 13F book — said versus done.

Compare

Build the peer group on one consistent schema.

01 — Expand your manager universe

One integrated view of every manager — the full 360°

Known universeRelevant peersNew managers to evaluate

Prompt

Find fundamental U.S. equity managers with a value bias, concentrated portfolios and less than $50B in AUM.

Or start with a manager you already know

Find managers similar to Dodge & Cox by investment style and portfolio characteristics.

The manager taxonomy

Three axes read off the brochure text, not off a vendor category. Counts are firms on the 2026-08-03 roster with a Part 2A profile.

axis oneWhat the firm isprimary_type → subtype

Mutually exclusive. A subtype is always a child of one primary_type.

primary_type · 10firms

subtype10 under asset_manager

membership rule

The brochure describes running money in products — funds, SMAs, mandates — for someone else’s clients. The subtype says which kind of book.

Nine subtypes carry real volume, from 1,934 public-markets managers down to 50 digital-asset shops. Pick the subtype, not the parent, when you want a peer group.

role_flags · true at the same time as primary_type

manages_private_funds 3,202erisa_fiduciary 1,220acts_as_subadviser 1,177sponsors_wrap_program 914dually_registered_bd 384trust_powers 27

A firm that is both a wealth manager and a broker-dealer is still a wealth manager. Without this column, dually_registered_bd would have to fight primary_type for the slot and wreck the classification.

services_offered · what it sells clients

portfolio_management 7,171financial_planning 6,500wrap_feepension_consultingsubadvisoryfamily_office

axis twoWhat it runsinvestment_strategy[]

Multi-valued. A platform fund carries five of these at once.

asset_allocation7,276manager_selection1,997private_equity1,722long_short1,031credit889options_overlay750venture_capital625quantitative457distressed367event_driven348activist176global_macro133market_neutral97merger_arbitrage86convertible_arbitrage82multi_strategy52litigation_finance30smart_beta6

axis threeHow it invests — and how often the brochure says

Bars are the share of brochures that state a value. unclear, null and [] all mean the document does not say.

analysis_basis16,169 of 18,309 state a value · 88%

fundamental 13,786 · mixed 1,569 · quantitative 707 · technical 107

equity_styles[]5,688 of 18,309 state a value · 31%

value 2,402 · growth 1,317 · income_dividend 359 · quality 149 · garp 114 · index_passive 70 · blend_core 66

declared_vg_bucket7,148 of 18,309 state a value · 39%

blend 2,421 · value_biased 1,548 · growth_biased 1,078 · deep_value 104 — plus 7,982 not_applicable and 3,179 unclear

market_cap_focus[]4,381 of 18,309 state a value · 24%

large 1,065 · small 921 · mid 711 · all 201 · micro 148

management_approach1,872 of 18,309 state a value · 10%

active 1,561 · passive 311 — 87% of brochures say nothing

implementation_style393 of 18,309 state a value · 2%

systematic_rules_based 325 · discretionary 68 — 98% say nothing

Renaissance Technologies reads implementation_style: unclear. So a screen on systematic_rules_based returns the 325 firms that wrote it down — not the systematic managers. We title that screen accordingly.

02 — Understand what a manager actually does

Don’t stop at the manager description

What they sayWhat they holdHow they actually invest

Prompt

How does this manager say it invests, and what does its latest portfolio tell me about its actual style?

Said versus done

The brochure’s own value/growth bucket against the tier we compute from the 13F book.

match14near12conflict6brochure_silent18

Deep Growth · 22

Growth-Biased · 524

Blend / Core · 452

Value-Biased · 105

Deep Value · 138

Krane Funds Advisorsgrowth_biased → Deep Value · vg 2.54

China ETF issuer. The market it buys is cheap; that has nothing to do with whether it wants to be a growth manager.

GQG Partnersblend → Deep Value · vg 1.98

The brochure says “higher-quality, growing companies”. The book is low-P/B energy and emerging markets.

Ares Managementblend → Deep Value · vg 1.62

P/B 2.87 is cheap, P/E 55.2 is not. The two legs disagree — which is why both are printed.

H. M. Payson & Co.value_biased → Growth-Biased · vg 0.66

An old trust house whose long book is now large-cap growth: P/B 11.79 against an anchor of 6.89.

Whale Rock Capitalblend → Deep Growth · vg 0.53

One of the most extreme growth books on the scale, with equity_styles reading [value] on the brochure.

Elliott Investment Mgmtblend → Deep Value · vg 1.72

For an activist, cheapness is the entry condition, not the style label.

A conflict is not an accusation. Krane is priced by the market it buys; Elliott’s cheapness is an input to the strategy, not a style claim; Ares has a cheap P/B leg fighting a 55× P/E leg. Every conflict cell opens onto the brochure sentence, the top ten holdings, and both legs of the score — a bare red badge is the one thing this layer must never ship.

03 — Compare managers on the same basis

Build the peer group before choosing the manager

DiscoverCompareSelect

Prompt

Compare these five managers on investment style, AUM, concentration, fees, sector exposure and portfolio characteristics. What meaningfully differentiates them?

Screen for a like-minded manager

GET /v1/institutions/screen

no filters — whole roster

One prompt → one call

8 fields · 1 credit

“What kind of manager is this — wealth manager or hedge fund — and does its book match what it says?”

screen_institutions({
  fields: ["legal_name","primary_type","subtype","aum_total","declared_vg_bucket","style_tier"].concat(2 more),
  sort: "aum_total", order: "desc", limit: 100
})

GET/v1/institutions/screen

14 shown of 14 sample firms · facet counts are the live rostersort: aum_total desc

legal_name	primary_type	subtype	↓ aum_total	declared_vg_bucket	style_tier	vg_score	verdict
Millennium Management LLC	asset_manager	hedge_fund	$720.8B	not_applicable	Blend / Core	0.80	brochure_silent
Citadel Advisors LLC	asset_manager	hedge_fund	$570.6B	not_applicable	Growth-Biased	0.77	brochure_silent
Dodge & Cox	asset_manager	public_markets	$466.6B	value_biased	Deep Value	1.55	near
AQR Capital Management, LLC	asset_manager	quant_systematic	$311.7B	blend	Blend / Core	0.93	match
Point72 Asset Management, L.P.	asset_manager	hedge_fund	$274.1B	blend	Growth-Biased	0.68	near
GQG Partners LLC	asset_manager	public_markets	$163.9B	blend	Deep Value	1.98	conflict
Elliott Investment Management L.P.	asset_manager	hedge_fund	$128.6B	blend	Deep Value	1.72	conflict
Viking Global Investors LP	asset_manager	hedge_fund	$78.2B	blend	Blend / Core	0.87	match
Tiger Global Management, LLC	asset_manager	hedge_fund	$78.0B	growth_biased	Growth-Biased	0.62	match
Third Point LLC	asset_manager	hedge_fund	$28.7B	value_biased	Blend / Core	0.91	near
Pershing Square Capital Management	asset_manager	hedge_fund	$25.1B	blend	Blend / Core	1.09	match
Lone Pine Capital LLC	asset_manager	hedge_fund	$21.6B	blend	Growth-Biased	0.61	near
Abrams Capital Management, L.P.	asset_manager	hedge_fund	$13.7B	value_biased	Blend / Core	1.06	near
Whale Rock Capital Management	asset_manager	hedge_fund	$13.0B	blend	Deep Growth	0.53	conflict

Columns

Six layers on one screen row — click to add or drop

identity

classification · part 1

classification · part 2a

adv part 1 numbers

declared style

fees

revealed style · 13f

said vs done

Lone Pine Capital LLCCRD 156602 · CIK 0001061165

Greenwich, CT · (203) 618 -1400 · lonepinecapital.com

part 1: Hedge-Fundpart 2a: asset_manager / hedge_fundRegisteredbrochure_scope: entity

ADV Part 1 · self-reported, monthly

aum_total

$21.6B

accounts_total

employee_count

101

advisory_employees

non_us_client_pct

53%

performance_fee

yes

What it says · Part 2A

LPC is a hedge fund manager running long/short equity strategies with fundamental bottom-up research, also managing private equity funds and co-investment vehicles.

analysis_basis: fundamentaldeclared_vg_bucket: blendequity_styles: growthmanagement_approach: unclearimplementation_style: unclearhorizon: longuses_short_selling: trueuses_leverage: trueuses_derivatives: trueuses_options: null (not said)uses_esg: null (not said)private_equityco_investment

evidence · equity_styles · Item 8, p.16open brochure →

“On the long side, LPC generally seeks investments in equity and equity-related securities of three different types of companies: (i) growth companies, where capital can be invested in the business at a high rate of return for a long period of time; (ii) highly cash-generative businesses with only modest growth opportunities where management is aggressively using the cash for the benefit of shareholders...”

LONE PINE CAPITAL LLC FORM ADV PART 2A · 74 pages · 2026-03-30 · role primary

Fees · from the brochure’s own table

management (aum_percent)0.75% – 2% · 5 rows

performance10% – 25% · 5 rows

n_fee_rows_in_brochure10

Range aggregated across five funds — Cypress 1%, Cascade 1–1.5%, Mountain Pine 0.75–1%, Basin 2%, Baccata 1%.

GET/v1/institutions/crd:156602

institution_style · one row, latest quarter only

Growth-Biasedvg 0.61

0 · growth1.0 index4 · value (axis clamped)

wtd_pb

10.58

anchor 6.89

wtd_pe

45.1

anchor 24.6

n_holdings

as filed

top10_weight

51.6%

of the long book

eff_holdings

1/HHI — real bets

coverage

87.0%

priceable share

equity_13f_value

$12.5B

13F long only

report_period

2026-03-31

computed 2026-07-01

sectors · top 3

Technology

32.4%

Financial Services

17.2%

Utilities

12.3%

top_holdings

VST	Vistra Corp	7.4%	pb 10.2	pe 27.6
ASML	ASML Holding NV	6.9%	pb 29.0	pe 60.5
CRS	Carpenter Technology	5.7%	pb 14.3	pe 61.6
LPLA	LPL Financial Hldgs	4.9%	pb 4.6	pe 29.2
APP	AppLovin Corp	4.6%	pb null	pe 35.3

Each holding carries its own P/B and P/E; null means the security could not be priced this quarter, and coverage is the share that could.

declared_vs_revealed

nearblend → Growth-Biased · 1 bucket(s) apart

One bucket apart — inside the noise of a five-tier scale.

what to print next to this row

The brochure states gross portfolio leverage of roughly 2:1 with a short book (Item 8, p.16). The revealed profile above contains zero shorts: it is the long book only, so it overstates net length and hides every hedge.

report_period 2026-03-31, computed 2026-07-01: a single quarter with a 45-day lag, and institution_style keeps only the latest one. For drift, recompute from institutional_holdings (eight quarters).

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Registered investment advisers, asset managers, hedge funds, wealth managers and exempt reporting advisers — Form ADV Part 1, Part 2A and 13F holdings resolved into one consistent layer, with source evidence preserved.

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