Investment Advisers

Search the SEC-registered investment adviser directory and pull Form ADV detail for a firm by its CRD number. All endpoints live under https://api.edgar.tools/v1.

Two access levels apply. The directory — searching and AUM ranking across every registered adviser — is Analyst tier. The per-firm profile endpoints (a single adviser by CRD, its executives, private funds, and related persons) are Free, mirroring the public adviser profile pages on the site.

GET /v1/advisers/search#

Tier: Analyst

Search registered advisers by firm name. Matches on an exact name or a name prefix.

ParameterTypeDescription
qstring (required)Firm name or prefix. Queries shorter than 2 characters return no results.
limitinteger (default 10, max 50)Max advisers to return
curl "https://api.edgar.tools/v1/advisers/search?q=bridgewater&limit=10" \
  -H "Authorization: Bearer etk_your_key_here"
{
  "results": [
    {
      "crd": 106561,
      "name": "BRIDGEWATER ASSOCIATES, LP",
      "cik": "0001350694",
      "status": "APPROVED",
      "state": "CT",
      "city": "WESTPORT",
      "aum": 124000000000,
      "registration_type": "SEC",
      "match_type": "name_prefix"
    }
  ],
  "query": "bridgewater"
}

match_type is name_exact or name_prefix. aum is regulatory assets under management in whole dollars. An empty or too-short q returns { "results": [], "query": "" }.

GET /v1/advisers/top#

Tier: Analyst

List advisers ranked by regulatory assets under management, optionally filtered to a single state.

ParameterTypeDescription
limitinteger (default 20, max 100)Max advisers to return
statestring (2-letter)Filter to a US state, e.g. NY
curl "https://api.edgar.tools/v1/advisers/top?limit=20&state=CT" \
  -H "Authorization: Bearer etk_your_key_here"
{
  "advisers": [
    {
      "crd": 106561,
      "name": "BRIDGEWATER ASSOCIATES, LP",
      "cik": "0001350694",
      "sec_number": "801-47829",
      "status": "APPROVED",
      "state": "CT",
      "city": "WESTPORT",
      "aum": 124000000000,
      "num_accounts": 12,
      "num_employees": 1500,
      "registration_type": "SEC",
      "is_private_fund_adviser": true,
      "comp_performance": true
    }
  ],
  "total": 20
}

GET /v1/advisers/{crd}#

Tier: Free

Get the full Form ADV profile for one adviser, including nested executives, private funds, and related persons.

ParameterTypeDescription
crdinteger (path)The adviser's CRD number, e.g. 106561
curl "https://api.edgar.tools/v1/advisers/106561" \
  -H "Authorization: Bearer etk_your_key_here"
{
  "crd_number": "106561",
  "legal_name": "BRIDGEWATER ASSOCIATES, LP",
  "business_name": "N",
  "firm_type": "Registered",
  "sec_file_number": "801-47829",
  "cik": "0001350694",
  "aum": 124000000000,
  "aum_discretionary": 124000000000,
  "aum_non_discretionary": 0,
  "client_count": 350,
  "employee_count": 1500,
  "main_office_city": "WESTPORT",
  "main_office_state": "CT",
  "registration_date": "1998-04-01",
  "latest_filing_date": "2026-03-31",
  "website": "0",
  "is_private_fund_adviser": true,
  "executives": [
    {
      "display_name": "Ray Dalio",
      "title_or_status": "Co-Chief Investment Officer",
      "schedule": "A",
      "entity_type": "I",
      "ownership_code": "E",
      "control_person": true
    }
  ],
  "private_funds": [
    {
      "fund_name": "Bridgewater Pure Alpha Fund",
      "fund_id": "805-1234567890",
      "fund_type": "hedge_fund",
      "gross_asset_value": 50000000000,
      "beneficial_owners": 25,
      "is_master_fund": true,
      "is_feeder_fund": false,
      "is_fund_of_funds": false
    }
  ],
  "related_persons": [
    {
      "related_person_name": "Bridgewater Associates Intermediate Holdings, LP",
      "related_person_business_name": null,
      "related_person_sec_number": null,
      "related_person_crd": null,
      "related_person_cik": null
    }
  ]
}

Two fields use Form ADV sentinel encodings straight from the filing: business_name is "N" when the firm reports no separate doing-business-as name, and website is "0" when none is on file. Monetary fields (aum, gross_asset_value) are whole dollars.

Returns 404 with { "error": "Adviser not found" } when the CRD has no profile on file.

GET /v1/advisers/{crd}/executives#

Tier: Free

Return just the executives array from an adviser's profile.

curl "https://api.edgar.tools/v1/advisers/106561/executives" \
  -H "Authorization: Bearer etk_your_key_here"
{
  "crd_number": "106561",
  "executives": [
    {
      "display_name": "Ray Dalio",
      "title_or_status": "Co-Chief Investment Officer",
      "schedule": "A",
      "entity_type": "I",
      "ownership_code": "E",
      "control_person": true
    }
  ],
  "count": 1
}

GET /v1/advisers/{crd}/private-funds#

Tier: Free

Return just the private funds array from an adviser's profile.

curl "https://api.edgar.tools/v1/advisers/106561/private-funds" \
  -H "Authorization: Bearer etk_your_key_here"
{
  "crd_number": "106561",
  "private_funds": [
    {
      "fund_name": "Bridgewater Pure Alpha Fund",
      "fund_id": "805-1234567890",
      "fund_type": "hedge_fund",
      "gross_asset_value": 50000000000,
      "beneficial_owners": 25,
      "is_master_fund": true,
      "is_feeder_fund": false,
      "is_fund_of_funds": false
    }
  ],
  "count": 1
}

GET /v1/advisers/{crd}/related-persons#

Tier: Free

Return just the related persons array from an adviser's profile.

curl "https://api.edgar.tools/v1/advisers/106561/related-persons" \
  -H "Authorization: Bearer etk_your_key_here"
{
  "crd_number": "106561",
  "related_persons": [
    {
      "related_person_name": "Bridgewater Associates Intermediate Holdings, LP",
      "related_person_business_name": null,
      "related_person_sec_number": null,
      "related_person_crd": null,
      "related_person_cik": null
    }
  ],
  "count": 1
}

Each per-firm endpoint returns 404 with { "error": "Adviser not found" } for an unknown CRD, and sets Cache-Control: public, max-age=86400.