Part 1 contains information about the investment adviser’s business, ownership, clients, employees, business practices, affiliations, and any disciplinary events. Read Part 1 here.
Part 2 provides information about the firm’s qualifications and business practices. Read Part 2 here.
Part 3, the Client Relationship Summary, provides succinct information about the relationships and services the firm offers, fees and costs, specified conflicts of interest and standards of conduct, and disciplinary history. Read Part 3 here.