Answered By: Lippincott Library
Last Updated: Aug 18, 2020     Views: 77

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.