Annual Compliance Programs

Name	Price	Buy
2027 IARD Renewal Service and Form ADV Annual Amendment Package Subscription	$1,545.00 now, and $1,545.00 on September 15th each year	2027 IARD Renewal Service and Form ADV Annual Amendment Package Subscription quantity
Bronze+ Package - Annual Compliance Program - 12 Monthly Installment Payments	$335.00 / month	Please select the number of pooled investment vehicles & private funds managed or sponsored by your firm which are already disclosed under Item 7.B of Form ADV Part 1A & Section 7.B of the Schedule D. Required Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at [email protected] for approval. Firm Name Bronze+ Package - Annual Compliance Program - 12 Monthly Installment Payments quantity
Gold+ Package – Annual Compliance Program – 12 Monthly Installment Payments	$760.00 / month	Please select the number of pooled investment vehicles & private funds managed or sponsored by your firm which are already disclosed under Item 7.B of Form ADV Part 1A & Section 7.B of the Schedule D. Required Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at [email protected] for approval. Firm Name Gold+ Package – Annual Compliance Program – 12 Monthly Installment Payments quantity
Platinum+ Package – Annual Compliance Program – 12 Monthly Installment Payments	$1,255.00 / month	Please select the number of pooled investment vehicles & private funds managed or sponsored by your firm which are already disclosed under Item 7.B of Form ADV Part 1A & Section 7.B of the Schedule D. Required Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at [email protected] for approval. Firm Name Platinum+ Package – Annual Compliance Program – 12 Monthly Installment Payments quantity
Silver+ Package – Annual Compliance Program – 12 Monthly Installment Payments	$380.00 / month	Please select the number of pooled investment vehicles & private funds managed or sponsored by your firm which are already disclosed under Item 7.B of Form ADV Part 1A & Section 7.B of the Schedule D. Required Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at [email protected] for approval. Firm Name Silver+ Package – Annual Compliance Program – 12 Monthly Installment Payments quantity
Titanium+ Package – Annual Compliance Program – 12 Monthly Installment Payments	$1,955.00 / month	Please select the number of pooled investment vehicles & private funds managed or sponsored by your firm which are already disclosed under Item 7.B of Form ADV Part 1A & Section 7.B of the Schedule D. Required Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at [email protected] for approval. Firm Name Titanium+ Package – Annual Compliance Program – 12 Monthly Installment Payments quantity
Titanium+ Package – Annual Compliance Program – 12 Monthly Installment Payments (Engagement Executed Separately)	$1,750.00 / month	Please select the number of pooled investment vehicles & private funds managed or sponsored by your firm which are already disclosed under Item 7.B of Form ADV Part 1A & Section 7.B of the Schedule D. Required Count each series as a separate fund. If the number of single-series private funds, individual series of a multi-series fund and pooled investment vehicles exceed 10 in aggregate, please email our Business Development Team at [email protected] for approval. Firm Name Titanium+ Package – Annual Compliance Program – 12 Monthly Installment Payments (Engagement Executed Separately) quantity