---
title: "Funds by adviser"
method: GET
path: "/api/fund/by-adviser"
tags: ["ETF/MF"]
---

# Funds by adviser

`GET /api/fund/by-adviser`

![ETF](https://img.shields.io/badge/ETF-14b8a6) ![Pro](https://img.shields.io/badge/Pro-8b5cf6)

Returns the funds currently managed by an investment adviser (the fund issuer), based on the adviser roster in each fund's most recent SEC N-CEN filing. Identify the adviser by exactly one of: `adviser` (case-insensitive name substring), `crd` (CRD number, leading zeros optional), or `lei`. Only funds with an active ticker listing are returned, sorted by ticker. Adviser identity is returned once in the top-level `advisers` array; each fund row links to it via `crdNumber`. Note: a newly launched fund appears only after its first N-CEN filing.

## Query parameters

- `adviser` string
- `crd` string
- `lei` string
- `type` 'etf' | 'mf' | 'cef'
- `page` integer
- `pageSize` integer

## Response `200`

Paginated funds managed by the matched adviser(s)

- object
  - `page` integer
  - `pageSize` integer
  - `totalPages` integer
  - `totalResults` integer
  - `advisers` object[] — Distinct matched advisers, collapsed by CRD number. Fund rows link here via `crdNumber`.
    - `name` string
    - `crdNumber` string, nullable — CRD number as reported (zero-padded)
    - `lei` string, nullable
  - `data` object[] — Funds sorted by ticker ascending
    - `ticker` string
    - `name` string, nullable
    - `fundKind` string, nullable — Fund kind: `etf` (exchange-traded fund), `mf` (mutual fund), `cef` (closed-end fund), or `fund` (kind not yet determined)
    - `cik` integer — SEC CIK of the registrant trust
    - `seriesId` integer — Numeric part of the SEC series id (0 for single-series funds)
    - `crdNumber` string, nullable — CRD of this fund's adviser, links into `advisers`

## Other responses

- `400` — Invalid parameters (zero or multiple adviser identifiers, invalid type)
- `403` — Feature not available on current plan

---

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