News

New Rules and Formatting Changes to Form 13F Beginning 2023

== We have some new rules and formatting changes to Form 13F beginning today (January 3, 2023) with the 12/31/2022 reporting period which are summarized below. Cover Page: The Institutional Investment Manager is now requested to disclose any CRD Number and/or SEC File Number if they exist. Summary Page: On lists of reporting managers, also

Form 13F Confidential Treatment Requests

As of September 19, 2022, Confidential Treatment Requests on Form 13F can now be filed electronically using the new EDGAR form type 13F-CTR. This new Form 13F-CTR is available on the EFA Form 13F Online Workstation. It can be done as a self-service filing or you can outsource the work to us! Demos are available.