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- Form ADV Part 1 (including Annual Updating Amendment)
- Form ADV Part 2A (Firm Brochure or Wrap Fee Brochure)
- Form ADV Part 2B (for Investment Adviser Representatives)
- Form ADV Part 3 (Form CRS)
- Form U4
- Form U5
- Form PF
- Form 13F
- Form 13H
- Form ADV-W
- Form BD
- Form D and Blue Sky Filings