carta-compliance-routing

SKILLFlujo de trabajocomunidad
v0.0.0cartaApache-2.0Actualizado hace 6 dFuente →

Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how muc

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hace 6 dÚltima actualización
Skill
Autorcarta
Versión0.0.0
LicenciaApache-2.0
CategoríaFlujo de trabajo
Formatosskill.md
PromptNo publicado
Compatibilidad
Claude✓ Compatible
Cursor—
Copilot—
ChatGPT—
Gemini—
Acerca de

Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how much AUM to report", "pull our Form ADV data", /carta-compliance-routing. NOT FOR: 409A valuations, cap

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