Answered By: Lippincott Library Last Updated: Aug 18, 2020 Views: 82
Use Thomson ONE.
- Click on Screening & Analysis, select Institutional Investors then Target Investors.
- Select Investor Type under Investor Attributes, then select Investment Advisor and Investment Advisor/Hedge Fund from the list.
- You can also screen by firm location, investment style and equity assets. Click the Results tab to run the search.
Note: Thomson ONE only works using Internet Explorer.
Use MarketPlace which includes information about investment firms and their products.
The Securities Exchange Commission also maintains the Investment Adviser Public Disclosure website.