Built for service provider growth

Know the market. Win the next mandate.

Find the right funds. Understand who serves them. Turn market intelligence into your next conversation.

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A live walkthrough built around your market.

  • Fund administrators
  • Auditors
  • Custodians
  • Prime brokers
  • Software & technology providers

01Fund & adviser discovery

Find the right funds.

Build target lists by strategy, size, domicile and current service providers – including funds that report no administrator, auditor or custodian on Form ADV.

Find your next prospects

Advanced Private Funds Search

Refine your search by filtering and sorting columns

Example data
Asset Type & Strategy
  • Gross asset value ≥ $250M
  • Without a listed: Admin

Example resultsSorted by Gross Asset Value

Example private funds matching the filters
Name / Adviser Strategy Gross Asset Value Administrator
Example Direct Lending Fund IIExample Credit Partners Direct Lending $412M None listed
Example Opportunistic Credit FundExample Capital Management Opportunistic Credit $318M None listed
Example Structured Credit Fund IExample Advisors Structured Credit $265M None listed

Illustrative product view · Example data

02Competitor intelligence

See who your competitors win. And lose.

Explore any provider’s client base by role, then follow the funds it gained and lost each quarter – and which provider they came from or moved to.

Explore your competitive landscape

Clients gained and lost · Last 4 quarters

Example data

Client gained

Gained

Example Fund IV

From:
Another administrator
Role:
Administrator

Client lost

Lost

Example Fund II

To:
Another administrator
Role:
Administrator
Illustrative product view · Example data

03Watchlists & alerts

Know when your market moves.

Follow the advisers you care about. Every week, 9AT emails you the new private funds, service-provider changes and AUM moves they report.

See watchlists in action

9AT Weekly Update

A summary of activity at the advisers you watch

  • Service Provider Changes 3
  • New Private Funds 2
  • Adviser Changes 5

In the attached Excel

  • A new private fund was reported

    Example Capital · Private credit

  • A service provider changed

    Example Partners · Administrator

Example Capital

Adviser · on your watchlist

Illustrative weekly email · Example data

04Decision-maker contacts

Reach the people who decide.

Find the owners, executives and operations leaders behind your target advisers – with titles, email verification status, phone and LinkedIn where available – and send them to HubSpot or Salesforce.

Meet the people behind the funds

Contacts

Fictional people
Title

Alex Morgan

Chief Operating Officer

Example Capital

  • Verified email
  • LinkedIn profile

Send to HubSpotSalesforce

Illustrative product view · Fictional people & details

05Relationship intelligence

Turn connections into conversations.

See where your firm already connects to a prospect: the clients you share with other providers, and the partners you share clients with who also serve your target. Open with a referral, not a cold call.

Relationship views are available once your firm is linked to its 9AT provider profile.

Explore your path to an introduction

Example Capital 2nd Degree

How your firm connects to this adviser

Example data
  1. Your firm Your 9AT provider profile
  2. Example Audit LLP 12 common clients
  3. Example Capital 2nd degree

A shared partner. A warmer first conversation.

Illustrative product view · Example data

See what these signals look like in your market.

Book a demo

Why 9AT

Built around how provider teams win business.

  • Fund-level relationships

    Every adviser-provider link is mapped fund by fund across six roles: administrator, auditor, custodian, prime broker, marketer and independent director.

  • Mandate history

    Quarter-by-quarter history of the funds each provider gained and lost, back to 2018.

  • Strategy targeting

    Researched asset-class and strategy tags help you focus on the funds you serve best.

  • Whitespace

    Find funds that report no administrator, auditor, custodian, prime broker or marketer.

  • Alerts

    Weekly email updates when the advisers you watch add funds or change providers.

  • Relationship intelligence

    Common clients and second-degree paths in the web platform, with client-overlap queries also available through the 9AT API and AI connector for licensed teams.

The confidence behind the insight

See the source. Trust the context.

Built on public regulatory filings, connected and enriched to support your next business decision.

  • Grounded in filings

    Form ADV Parts 1 and 2, including Schedule D, Form D, Form 13F and adviser brochures.

  • Enriched for action

    Contacts, strategy tags and relationship history.

  • Reviewed with care

    Entity resolution, verification and analyst review of exceptions.

  • Traceable

    Links back to the source filing for advisers and Form D funds.

  • 40,000+investment advisers
  • 145,000+private funds
  • 2,500+service providers
  • 150,000+contacts

Coverage as of October 2026. Advisers: SEC- and state-registered investment advisers and exempt reporting advisers with a current Form ADV. Private funds: funds reported on current Form ADV filings. Service providers: fund administrators, auditors, custodians and prime brokers named on current Form ADV filings. Contacts: people at investment advisers from Form ADV and 9AT enrichment.

Our clients

  • Aduro
  • Gen II
  • BTIG
  • IQ-EQ
  • EFSI
  • Citco
  • Anchin
  • Krypton

Use 9AT the way your team works.

  • Web platform

    Search, filter, compare and export.

  • API

    Programmatic access for licensed teams.

  • AI connector

    Ask questions in plain language from your AI assistant, for licensed teams.

  • Reports

    Downloadable adviser and provider summary workbooks.

  • Email alerts

    Weekly updates on the advisers you follow.

Your market.
Your next opportunity. See it with 9AT.

Book a live walkthrough. We’ll explore the funds, providers and decision-makers that matter to your team.

What you’ll see

  • Your target funds and advisers
  • Who serves them today and what changed
  • The contacts and relationship paths to start the conversation
Book your demo

Send us a request

Tell us what you’d like to see and we’ll arrange your walkthrough.

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Or email sales@9at.com