Hedge funds, private equity, private credit, real estate, venture capital, mutual funds and ETFs in one schema. Sourced from SEC filings, fund documents, and leading vendors. Every datapoint traceable to source. Updated as soon as the information is available, fully AI-ready.
Fund universe
100k+
funds500+ datapoints per fund. Up to 20+ years of history.
Our sourcing, raw filings, and vendor data are inputs. Entity resolution, point-in-time history, validation, and lineage are what you license. Ready for both your analysts and your AI.
Funds, managers, share classes, and issuers resolve to one entity across filings and vendors, tying together CIK, series and class ID, CUSIP, ISIN, LEI, and ticker.
Every record is timestamped. Amendments resolve to the authoritative version and originals are kept. Closed and merged funds are retained, so backtests use data as it was known.
Every field keeps a pointer to its filing, page, accession number, and extraction time. Trace any number back to the source.
New filings are diffed against the prior record. Fee changes, new service providers, and strategy shifts are logged as history, never overwritten.
Values are checked against reference lists (administrators, auditors, prime brokers, strategy taxonomy) and against the fund's prior figures. Each field carries a confidence score.
Filings, vendor feeds, and fund documents map to one record. Conflicts between sources are flagged, not silently merged.
Ask the same question through bulk files, the API, or MCP for AI agents. Every answer links back to its source filing.
Which hedge funds reduced holdings in MSFT last quarter? (13F)
Did Fund X deviate from its stated exposure this month? (N-PORT)
Plug into the API, let an AI agent query it directly, load it into your cloud warehouse, or use the platform.
A full set of documented APIs that supports every Radient feature, with access to the entire regulatory database.
import requests
r = requests.get('https://radientanalytics.com/form-adv-api/v1/firms/',
params={'crd': 7691},
headers={'Authorization': 'Bearer <Your Access Token>'})
r.status_code
r.json()Connect Claude or ChatGPT directly to Radient datasets. Query funds, managers, portfolios, filings, and analytics in natural language, with no custom integration to build.
Which hedge funds reduced holdings in MSFT last quarter?
Did Fund X deviate from its stated exposure this month?
Structured data back, linked to the source document
Data warehousing designed for quick, secure access to datasets on the cloud you already use.
Start on day one with no build. Search, screen, benchmark, and export from the web app.
Strategic data partners extend our best-in-class reference coverage.
Private Equity
Hedge Funds
Member of the Claude Partner Network
Industry data partner
European and Asian fund data
Corporate actions and dividends
Contacts
This is the response shape you get from the API. Every field that comes from a filing carries a pointer to the filing and item it was read from, and a link to the Radient page that shows it.
import requests
r = requests.get('https://radientanalytics.com/form-adv-api/v1/firms/',
params={'crd': '111883'},
headers={'Authorization': 'Bearer <Your Trial Key>'})
r.json()GET /form-adv-api/v1/firms/?crd=111883Lines marked source open their filing trace below.
regulatory_aum_usdCall the same endpoints against a sample universe, with the same schema and source links as production.
Tell us your coverage, history, and delivery needs. We'll scope access and pricing around your use case.
Each dataset traces its coverage, change history, sources, and full lineage. High-precision datasets are more efficient and accurate than ingesting raw SEC filings and combining them with other publicly sourced and vendor data. Delivery options to seamlessly integrate with your stack.
with investment metrics
Categorical and performance data on hedge funds, alternative investment funds, and industry benchmarks. Optionally HFR, the institutional standard, and With Intelligence, combined with Radient's regulatory and public sourcing.
Compare a fund's returns, risk, and fees against a like-for-like peer group and the optional HFR and With Intelligence benchmarks.
Screen the full universe by strategy, geography, and terms, then pull the shortlist into your own models through the API.
Keep an internal fund master file current from one mapped source instead of reconciling vendor and filing data by hand.
Vendor data and filings are matched to one fund and manager record through Radient's entity mapping.
Form 13F
Holdings disclosed by hedge funds and other institutional investment managers in their quarterly Form 13F filings with the SEC.
Measure how many managers hold a name and how that overlap changes from quarter to quarter.
Follow new buys, exits, and size changes of the managers you watch, allowing for the 45-day filing lag.
Test signals built on institutional ownership using a 15-year time series tied to adviser identity.
Each 13F filer is matched to its adviser record, so holdings sit next to AUM, strategy, funds, and raises.
PE, VC, HF, RE · emerging managers
Newly launched funds raising capital across private equity, venture capital, hedge funds, and other structures. A live view of private capital markets and fundraising.
Find new launches by focus, such as biotech hedge funds, as soon as they file.
Follow capital raised by peers or target managers across amendments.
Get notified when a new fund appears in your strategy and size band.
Each raise is linked to its manager and funds in Form ADV.
PE, VC, RE, HF · performance, key info, and service providers
Every private fund filing with the SEC across private equity, venture capital, real estate, securitized asset, and liquidity funds, combined with performance, benchmarking, and limited partner intelligence from PEI.
See which primes, administrators, and auditors the funds in your peer set use, and who changed.
Compare private fund performance with hedge fund and listed returns on one schema.
Size the market by fund type and provider share, and watch how it shifts over time.
Each private fund is linked to its manager, and to that manager's 13F holdings and Form D raises. Vendor performance data is matched to the same fund record.
managers, funds, and allocators
Key people at hedge fund, private equity, and limited partner organizations, linked to the managers, funds, and allocators they work for.
Build target lists of managers and allocators by strategy, size, or geography.
Find the right people at LPs and managers when planning a raise or a product push.
Keep your CRM current with people mapped to the funds and firms in the catalog.
Each contact is matched to the manager, fund, or allocator record it belongs to.
Forms 3, 4, and 5
Purchases and sales by key executives and shareholders, plus comprehensive insider holdings and material changes for directors, officers, and 10%+ shareholders.
Turn open-market purchases and sales into model features, with role and size attached.
Detect several insiders at one company trading in the same window.
Show recent insider activity next to any name before sizing a position.
Insiders and issuers are matched to Radient's security records, so activity joins to ownership.
Schedules 13D and 13G
Notices of acquiring more than 5% of any class of a company's shares, from EDGAR 13D and 13G filings.
Flag new 5% positions and amendments as they are filed and route them to the right analyst.
Build a history of who crossed 5% in which names, and use it as a screening input.
Combine with 13F holdings to see the full holder base of a security.
Filers and issuers are matched to Radient's manager and security records.
fees and fund data · full share-class coverage
50+ fee and fund datapoints for US and European mutual funds, ETFs, and hedge funds, with return and risk metrics. Every fee field is source-linked to the SEC filing it came from.
Benchmark your fee stack against peers and spot outliers, for fund strategy and product launch teams.
Support board reviews of 12b-1 and other distribution fees and pricing with share-class fee data tied to the filing.
Build peer groups and custom benchmarks from consistent fund descriptors.
Every fee field links back to its filing, at share-class level, and sits on the same fund record as holdings and return metrics.
Form N-PORT · mutual funds, ETFs, closed-end funds
Complete portfolio holdings, monthly flows, returns, and risk data for registered funds. Resolved from raw filings into a dataset you can query and backtest on day one.
See every registered fund that holds a security and how that holder base moves.
Screen fixed-income exposure and liquidity, with DV01 and CS01 risk.
Backtest on holdings as they were known, with amendments resolved and closed funds retained.
One canonical fund ID ties together CIK, series ID, class ID, CUSIP, ISIN, LEI, and ticker, so a fund stays one entity across renames and mergers.
| What you'd handle | Raw EDGAR | Radient |
|---|---|---|
| Fund identity | Same fund appears under different names and series identifiers over time | One canonical fund ID across the full filing history |
| Share classes | Class-level data sits inside the series filing | Normalized to the series level. Class detail stays available |
| Issuers | Unstandardized free text, often dozens of name variants per issuer | Resolved to issuing entities |
| Sectors | No classification. You need a separate reference dataset | Every holding mapped to a sector |
| Advisers | No direct link to the adviser's firm-level data | Matched to the adviser through Form ADV coverage |
| Amendments | N-PORT/A fully replaces the original | Authoritative version resolved. Originals preserved for point-in-time work |
Form N-CEN
Service providers and key personnel for mutual funds and ETFs, with the metrics and trends that matter.
See which brokers sit behind large fund complexes and how volumes shift.
Track lending asset value and income by fund family to see where lendable supply sits.
Map custodians and administrators across fund complexes.
Service providers are linked to the funds and advisers they serve.
Forms N-1A and N-2A
Newly registered mutual funds and ETFs as they enter the market, with their characteristics, strategies, and objectives.
Get notified when funds registering in your strategy or theme appear.
Count new registrations by theme to see where product supply is heading.
Combine registrations with contact data to build lists of new product teams.
A new registration is matched to the fund once it begins filing.
superset with investment metrics
The same descriptive data and metrics as the US superset, for major European and Asian markets.
Compare US, European, and Asian funds on the same metrics.
Check how funds behaved in stress periods across regions.
Screen the European and Asian universe by strategy and risk profile.
Vendor fund data is aligned to the same schema as the US universe.
The forms behind the datasets above, with filer counts and history.
| Form | What it is | Coverage |
|---|---|---|
| Form ADVManager diligence | Registration and disclosure filing for investment advisers | 59,000+ filers · since 2012 |
| Form 13FHoldings | Quarterly holdings from managers with $100M+ in AUM | 8,500+ filers · 10,000+ securities |
| Schedule 13D / 13GOwnership | Notice of acquiring more than 5% of a company's shares | 38K+ / 36K+ filers · 260K+ / 880K+ filings |
| Form N-PORTPortfolio risk | Monthly fund portfolio holdings | 12K+ filers · 273K+ filings |
| Form N-CENFund background | Annual census-type fund information | 3K+ filers · 24K+ filings |
| Forms 3, 4, 5 and DInsiders and raises | Insider ownership changes and exempt offering notices | 200K+ / 220K+ / 47K+ / 147K+ filers |
| Forms 497 and 497KFee disclosure | Definitive and summary fund prospectuses | 21K+ / 33K+ filings |
| Forms 485BPOS and 485APOSFee disclosure | Annual and material post-effective amendments | 8K+ / 2K+ filings |