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 & Exchange Commission.
DiligenceExpress - Form ADV Free - Part of Step 1 of Castle Hall's 3 Steps of Effective Diligence - presents Form ADV data in an easy to access and read format, available online or via a print friendly PDF. DiligenceExpress - Form ADV Free is fully comprehensive, including both Manager and 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 Form ADV filing. DiligenceExpress users can then 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 diligence profile, financial statement review, DiligenceExchange OpsVerification, OpsMonitor coverage, or a full, onsite OpsReview. Or add Risk, Cyber or ESG due diligence to that manager or strategy.
Sign up for a free DiligenceExpress - Form ADV Free account, or connect with one of our representatives through the Live Chat function to ask how we can help you set up DiligenceExpress - Form ADV Free monitoring across your entire portfolio, also for free.
Learn more about Castle Halls 3 Steps to Effective Due Diligence.
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.