SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)46,051,262,193.0
- RAUM (discretionary)46,051,262,193.0
- Actionable assets45,994,226,236.0
- Accounts (total)138.0
Institutional Clients
- Government AUM6,515,969,542.0
- Pension AUM12,791,189,788.0
- Charitable AUM468,689,125.0
- HNW AUM—