DiligenceExpress - Form ADV Free – part of our next generation DiligenceHub portal – allows users to efficiently access information on any investment manager registered with the US Securities and Exchange Commission.
DiligenceExpress - Form ADV Free - Part of Castle Hall's DiligenceExchange platform - presents Form ADV data in an easy to access and read format, available online or via a print friendly PDF. DiligenceExpress includes both Manager and all Private Fund data with no restrictions as to access and content.
Castle Hall provides automatic email notification when a manager you are following has updated their Form ADV filing. DiligenceExpress users can use the Changelog to rapidly compare previous Form ADV filings with the current filing to identify changes, saving valuable time. Prior Form ADV reports are also fully archived, allowing investors to monitor the ongoing chronology of a manager’s SEC reporting.
DiligenceExpress - Form ADV Free is fully integrated into Castle Hall's broader due diligence workflow. After reviewing Manager and Private Fund level Form ADV information, investors can progress to a broader Reputational Due Diligence, financial statement review and DiligenceExchange coverage. For investors requiring great depth of diligence, upgrade to our flagship comprehensive diligence OpsReview and leverage OpsMonitor to identify intra-year changes. Or add Risk, Cyber or ESG due diligence to that manager or strategy.
To review the capabilities of DiligenceExpress - Form ADV Free, please feel free to watch the video below, where we show you how to:
- Search for a Manager record
- View DiligenceExpress Summary information and analytics
- View Current or Previous Manager Form ADV filings
- View Current or Previous Fund Form ADV filings
- Follow a manager / fund
- Compare filings to quickly identify changes
Set up ADV Monitoring for your Full Portfolio - Free
To get the most out of DiligenceExpress - Form ADV Free, we recommend following all SEC registered managers and funds in your portfolio. We welcome you to contact us by clicking on the live chat button if you'd like help getting your full portfolio set up with DiligenceExpress - Form ADV Free monitoring. Our client support team is happy to help and set up managers and funds for you and your colleagues - all at no charge.
We hope the DiligenceHub Help Center will provide quick answers to your questions as you as you begin to use the app. Please browse the articles at your convenience - and, of course, feel free to send a support ticket or live chat with our team if you have questions at any time.