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Form ADV annual updating amendment due

Advisers Act Rule 204-1(a)(1) requires a registered investment adviser to file an annual updating amendment to its Form ADV within 90 days after its fiscal year-end.*  The adviser’s IARD account must be funded with the required filing fees in advance of the annual ADV filing.


*Please note that this date is a Saturday. IARD accepts filings on weekends, however, we recommend filing by the preceding business day (March 29, 2024) to avoid a late filing in the event of website maintenance or system errors.