Manager Search
A manager research tool for getting from a name to the filings, holdings, and context I actually want to see.
Manager Search grew out of a very specific frustration: too many finance workflows still make you piece together the same manager story from too many separate places.
The Frustration: Fragmented Context
Public filings contain the answers, but it still takes too much manual stitching to turn a manager name into a usable diligence snapshot. If you want to understand an investment manager, you usually have to run a gauntlet: check IAPD for regulatory background, dig through EDGAR for Form ADV Part 2 brochures to understand their strategy, and parse 13F filings to see what they actually own.
This workflow isn’t just slow; it breaks your train of thought. You open five different browser tabs just to answer the question: Who is this manager, and what do they do?
The Solution: A Unified Research Interface
Manager Search sits right in the middle of the kind of work I keep wanting to improve: finance research that should feel clearer long before it feels clever. I don’t need filings to look fancy. I need them to become usable faster.
Built on a modern Next.js and TypeScript stack, the application serves as a single pane of glass. A name resolves cleanly, the identifiers become obvious, and the next question comes into focus without extra cleanup work.
Core Architecture & Features
- Intelligent Entity Resolution: Debounced search mechanisms immediately resolve firm names to their underlying CRD and CIK identifiers, preventing frustrating exact-match string failures.
- Top Holdings Context: Directly integrates 13F data pipelines to surface top positional concentrations alongside the regulatory data.
- AI-Grounded Summarizations: Uses OpenAI to generate rapid, structured summaries. Crucially, these summaries are strictly grounded in labeled source inputs (the ADV and 13F filings), acting as a synthesis layer rather than a generative one.
What’s Next
The foundation of the platform works securely. The roadmap now points toward longitudinal analysis. Future builds will add a sophisticated comparison mode allowing analysts to track multiple managers side-by-side, while highlighting specific filing changes between reporting periods to instantly spot strategy drifts or regulatory flags.