API v1.3Updated 5 mins ago

GraphADV Data

Access high-fidelity firmographic and contact data for 26,000+ Registered Investment Advisors. Built for qualification, segmentation, and personalization.

Total Firms

24,616

Total People

80,098

Latest Signal

Acquisition of Mid-Size RIA in NY

High probability of tech stack consolidation & vendor review

Contact Info

15,879

19.8% of all principals

Email Validated

9,293

58.5% of contact info

Filings Processed

27,099

Latest Sep 30, 2025

Filings w/ Extracts

24,213

89.4% text coverage

Filings w/ Insights

19,955

73.6% AI insight coverage

Data Asset Overview

Comprehensive inventory of available data points, coverage metrics, and verification standards.

Field Name	Category	Fill Rate	Sample Value
Legal Name`legal_name`	Firm Intelligence · Identity	100%	`e.g. a16z Capital Management, L.L.C.`
SEC Number`sec_number`	Firm Intelligence · Identity	100%	`e.g. 801-123456`
Strategy Narrative`strategy_overview`	Firm Intelligence · Strategy	50.3%	`Example: Opportunistic global credit & co-investments across PE/VC vehicles.`
Asset Classes`asset_classes`	Firm Intelligence · Focus Areas	50.3%	`COMMODITIES, CREDIT`
Total AUM (USD)`aum_total_usd`	Firm Intelligence · Firm Size	69%	`$0, $10,000,000`
Private Fund GAV`private_fund_gav_total_usd`	Firm Intelligence · Fund Portfolio	50.1%	`$0, $25,000,000`
Fund Name`fund_name`	Fund Intelligence · Identity	100%	`e.g. Graph Opportunity Fund I, LP`
Fund Category`fund_category`	Fund Intelligence · Identity	100%	`private_equity_fund, venture_capital_fund`
Domicile Country`domicile_country`	Fund Intelligence · Structure	99.9%	`United States, Cayman Islands`
Gross Asset Value (USD)`gross_asset_value_usd`	Fund Intelligence · Assets	100%	`$0, $1,000,000`
Minimum Investment (USD)`minimum_investment_usd`	Fund Intelligence · Investor Profile	100%	`$0, $1,000,000`
Owner Count`owner_count`	Fund Intelligence · Investor Profile	100%	`2, 1`
Filing Date`filing_date`	Regulatory Filings · Filing	100%	`varies`
Filing Type`filing_type`	Regulatory Filings · Filing	100%	`varies`
Document Title`document_title`	Regulatory Filings · Document	100%	`varies`
Public URL`public_url`	Regulatory Filings · Document	0%	`varies`
Extracts JSON`extracts`	Regulatory Filings · Insights	89.4%	`varies`
Principal Name`full_name`	Principal Contacts · Identity	100%	`e.g. Marc Andreesen`
Title`title`	Principal Contacts · Identity	97.8%	`MEMBER, CHIEF COMPLIANCE OFFICER`
Direct Email`contact_email`	Principal Contacts · Contact	17.1%	`e.g. marc@a16z.com`
Email Validated`email_is_validated`	Principal Contacts · Contact	10%	`TRUE, FALSE`
Firm Legal Name`firm_legal_name`	Principal Contacts · Firm Association	100%	`e.g. a16z Capital Management, L.L.C.`
Control Person Flag`control_person_flag`	Principal Contacts · Authority	97.8%	`TRUE, FALSE`
Full Name`full_name`	Resolved Persons · Identity	100%	`e.g. John Smith`
Person Business Key`person_business_key`	Resolved Persons · Identity	100%	`e.g. PERSON-123456`
Contact Email`contact_email`	Resolved Persons · Contact	21.1%	`e.g. john@example.com`
Email Confidence`email_confidence`	Resolved Persons · Contact	20.8%	`0.70, 0.85`
Load Month`load_month`	Resolved Persons · Data Freshness	100%	`2025-03, 2025-10`

Firm Segmentation & Quality

Segment Popularity & Quality Analysis

Derived from Primary Strategy Class (50.3% coverage).

Distribution of SEC-reported strategy classes (Form ADV Item 7B).

Segment	Firms	Dataset Share	Data Quality Index	Raw Value
CREDIT	76	0.3%	0.2%	CREDIT
FUND OF FUNDS	58	0.2%	0.1%	FUND_OF_FUNDS
HEDGE FUND	512	2.1%	1.1%	HEDGE_FUND
INFRASTRUCTURE	29	0.1%	0.1%	INFRASTRUCTURE
MULTI STRATEGY	7,745	31.5%	15.8%	MULTI_STRATEGY
OTHER	507	2.1%	1.1%	OTHER
PRIVATE EQUITY	1,546	6.3%	3.2%	PRIVATE_EQUITY
REAL ESTATE	405	1.6%	0.8%	REAL_ESTATE

Record Inspector

Firm Records

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

NEWPORT BEACH, CA pimco.com

AUM

$4366.0B

Firm Records

Overview

PIMCO employs macroeconomic forecasting, sector and asset analysis, and risk management to evaluate securities and assets across various markets. The firm uses proprietary and third-party tools to analyze different asset classes, including fixed income, equities, and foreign assets, with a focus on identifying undervalued securities and assessing creditworthiness.

AUM YoY

—

Advisors

564

Phone

(949) 720-6000

Clients

—

Investment Approaches

MACRO

FUNDAMENTAL

ARBITRAGE

JSON Response Preview200 OK • 45ms

{
  "id": "801-48187",
  "firm_name": "PACIFIC INVESTMENT MANAGEMENT COMPANY LLC",
  "aum": "4365970000000",
  "advisors_count": 564,
  "city": "NEWPORT BEACH",
  "state": "CA",
  "website": "pimco.com",
  "segment": "MULTI_STRATEGY",
  "overview": "PIMCO employs macroeconomic forecasting, sector and asset analysis, and risk management to evaluate securities and assets across various markets. The firm uses proprietary and third-party tools to analyze different asset classes, including fixed income, equities, and foreign assets, with a focus on identifying undervalued securities and assessing creditworthiness.",
  "investment_approaches": [
    "MACRO",
    "FUNDAMENTAL",
    "ARBITRAGE"
  ],
  "phone": "+19497206000",
  "filing_url": "",
  "last_updated": "2025-08-01T04:00:00.000Z"
}

API Query Builder & Export

v1.3

Construct custom queries, test API endpoints, and export results in real-time.

Resource Endpoint

Filters

Primary Segment

Min AUM ($)

State

Generated Request

GET

https://api.graphadv.com/v1/firms

Response Preview

[
  {
    "sec_number": "801-8821",
    "legal_name": "BEACON POINTE ADVISORS",
    "aum_total_usd": 25000000000,
    "employee_count_advisors": 180,
    "segment": "Wealth Manager",
    "city": "Newport Beach",
    "state": "CA"
  },
  {
    "sec_number": "801-8822",
    "legal_name": "SAMPLE FIRM 2",
    "aum_total_usd": 26000000000,
    "employee_count_advisors": 190,
    "segment": "Wealth Manager",
    "city": "Newport Beach",
    "state": "CA"
  },
  {
    "sec_number": "801-8823",
    "legal_name": "SAMPLE FIRM 3",
    "aum_total_usd": 27000000000,
    "employee_count_advisors": 200,
    "segment": "Wealth Manager",
    "city": "Newport Beach",
    "state": "CA"
  }
]