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SEC EDGAR Filing for Investment Managers

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Newsfile has over 15 years of experience assisting investment managers with their SEC EDGAR filing requirements. We make filing easy for you and your firm, utilizing proprietary software to prepare and file your material with SEC EDGAR.

Form 13F regulatory filing agent service for investment managers

Quarterly Filing on Form 13F

Over 120 investment managers trust Newsfile to prepare and file their holdings reports on Form 13F accurately and on time. We have developed software to prepare Form 13F from source data. Use our filtering and proofing tools to only include required holdings and review prior to approval for SEC EDGAR filing.
Form 13F Filing
Prepare and file Form N-PX

Prepare for Form N-PX

13F filers will be required to file annually on Form N-PX beginning Summer 2024. Learn about the new requirements and our template-based solution.
SEC EDGAR filing service for Schedule 13G and Schedule 13D

Take Back Valentine's Day

Work with Newsfile and de-stress your Valentine’s Day when preparing annual Schedule 13G filings for February 14th. Our proprietary conversion software has been constructed to create accurate output and prompt turnarounds.
Schedule 13G Filing
SEC EDGAR filing service for Form 13H

Annual Form 13H Filings

Staying on top of the ins and outs of preparing and filing Form 13H annually can be challenging. Leverage our experience and ensure your 13H is prepared accurately and submitted promptly.
Form 13H Filing
Form 3, Form 4, Form 5, Section 16 regulatory filing agent service for insider reporting

Section 16 Insider Reporting

Simply complete Form 3, 4, or 5 and email to us for processing, or use our specialized Section 16 software to prepare and file on your own. Our software provides options to save and proof your filings before submitting to the SEC EDGAR system.
Section 16 Filing
Press release personal service and care

Experience Old School Personal Service

Our commitment to personal service sets us apart by putting you first. That is why we work hard to connect with every client on a personal level. Personal, proactive customer care is at the core of how we have redefined the Three R’s. To us, they represent: Respect, Reach and Results.
Respect, Reach, Results

Leverage our Experience