Pricing
Browsing Fund Census is free and needs no account. Pro adds a lead email of new private funds and provider switches, saved filters and CSV export.
Free: $0
- Browse every adviser, fund, person and provider without an account
- 25 API and MCP calls per day with a free account
- Save screener filters
- CSV preview of the first 10 rows
Pro: $29 a month or $199 a year
Try Pro free for 14 days. Checkout asks for a card; cancel before the trial ends and you won't be charged.
- Lead email of new private funds and of auditor, administrator, custodian and prime broker switches matching your saved filters
- New Form D funds every business day; Form ADV funds and provider switches with each monthly data release
- Choose a daily or weekly email
- CSV export of every row of any screen or saved filter
- 2,000 API and MCP calls per day
Questions
Do I need an account to browse?
No. Every adviser, fund, person and provider page and the screener are free to use without signing in.
What is in the lead email?
Funds already on Form ADV come with the firm, gross assets, current auditor, administrator, custodian and prime broker, the filing date and links to the filing and the fund's profile. New funds that so far have only a Form D come with the issuer, its location, fund type, offering size, amount sold, first sale date, related persons, sales recipients and a link to the filing. When nothing new matches your filters, no email is sent.
How fresh is the data?
New Form D funds arrive every business day, the business morning after they are filed. Form ADV funds and provider switches arrive with each monthly data release.
Which filters match new funds that are only on Form D?
A funds filter matches them when its only conditions are fund type, US state or jurisdiction, which are matched to the type and the state or country of organization on the Form D. A filter with no conditions matches them all. Filters on gross assets, providers, the manager or any other field, and firm filters, match them once the fund appears on Form ADV.
Who is Pro for?
Business development teams at fund administrators, audit firms, fund law firms and compliance consultants who look for newly formed funds and funds changing providers.
How does the free trial work?
Pro is free for 14 days. You add a card at checkout and the first charge happens when the trial ends, unless you cancel before then.
Can I cancel anytime?
Yes. Cancel from your account page and Pro stays active until the end of the period you paid for.
Where does the data come from?
Public SEC filings, mainly Form ADV and Form D, with a link to the source of every fact.