01
Stable identifiers
Resolve manager, filing, security, and source-document keys consistently.
REST API / 03
Use consistent identifiers, normalized fields, and source provenance without rebuilding public-filing pipelines.
ENDPOINT DIRECTORY
/v1/managersSearch and filter investment managers
/v1/managers/{id}Retrieve a manager profile and identifiers
/v1/filingsSearch filing metadata across sources
/v1/holdingsQuery reported institutional holdings
/v1/securities/{cusip}Find managers reporting a security
1 curl "https://api.aumsearch.com/v1/holdings" \
2 -H "Authorization: Bearer $AUMSEARCH_API_KEY" \
3 -G --data-urlencode "manager_id=0001067983" \
4 --data-urlencode "period=2026Q1"{ "data": [...], "source": "13F", "as_of": "2026-03-31" }01
Resolve manager, filing, security, and source-document keys consistently.
02
Retain accession numbers, reporting periods, filing dates, and original URLs.
03
Use scoped API keys, pagination, rate-limit headers, and reproducible queries.