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AppsFocusAlphaScreen Institutions
FocusAlpha

Screen Institutions

FIND ADVISERS BY WHAT THEY ARE AND HOW THEY INVEST — the reverse of get_institution_profile, which tells one firm's story. "Quant asset managers running long/short who issue ETFs" is one call here and is unanswerable anywhere else. WHICH OF THE THREE ADVISER TOOLS: you hold a na…

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Use Screen Institutions

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Inputs

  • qstring
    Firm-name substring, matches legal or business name
  • sortstring
    Default aum_total descending. Firms with no value for the sort column are dropped; crd is the only one that keeps every firm
  • limitinteger
    Rows per page (default 100)
  • orderstring
    Default desc (asc for crd)
  • statestring
    Main-office US state code, e.g. 'CT'
  • cursorstring
    `next_cursor` from the previous page
  • countrystring
    Main-office country, e.g. 'United States'
  • max_aumnumber
    Total regulatory AUM <= this, USD
  • min_aumnumber
    Total regulatory AUM >= this, USD (ERAs report none)
  • subtypestring
    One or more subtypes, comma-separated; matches ANY. Always a child of a primary_type, so this already implies the parent
  • uses_esgboolean
  • firm_typestring
    The Part 1-derived label ('Hedge-Fund', 'Wealth-Manager', …), 13F filers only. A DIFFERENT classification from primary_type — do not use one to mean the other

Observable output

No reviewed structured output summary is available.

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