09 · Compliance & Regulatory
Form ADV maintenance & amendments
Platform + expertfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Keep Form ADV current with firm changes—amendments driven by a living data set, not annual panic.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Living ADV data maintenance.
- ·Other-than-annual amendment triggers watch.
- ·Expert pre-file review.
By hand today
ADV drifts until annual scramble.
On Atlas
Living data + calendar; CCO/counsel files.
Deliverables
- ADV workbook
- Trigger log
- Pre-file notes
Service levels
- Material change amendments drafted ≤10 business days of notice.
Exclusions
- — Serving as CCO without separate engagement
Platform surfaces
compliance calendarImport & Analyze
Recurring compliance retainer.