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Screening advisers by strategy and style works on two evidence layers that this screen deliberately keeps apart: what the firm’s ADV Part 2A brochure says about how it invests, and what its 13F book shows. Crossing the two — a brochure that declares value against a book that holds growth — is a screen that exists nowhere else.
Plan: Fund · Credits: 1 per call; screen facets are free

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What the Firm Runs

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Comma-separated; matches ANY. The vocabulary spans hedge-fund strategies (long_short, global_macro, event_driven, merger_arbitrage, convertible_arbitrage, market_neutral, distressed, activist, multi_strategy), private markets (private_equity, venture_capital, private_credit, co_investment, secondaries, litigation_finance), allocation (asset_allocation, strategic_asset_allocation, tactical_asset_allocation, manager_selection, liability_driven, target_date_glide_path), and long-only styles (long_only, quantitative, index_passive, smart_beta, credit, real_assets, options_overlay, thematic). This is not the style axis: a quant arb shop reads quantitative on analysis basis while its strategies name the arbitrages.

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How the Firm Invests — Declared in the Brochure

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fundamental / quantitative / technical / mixed / unclear. The populated axis for the quant-versus-fundamental cut.
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value / growth / garp / blend_core / quality / income_dividend / index_passive / other.
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The brochure’s own value/growth bucket: deep_growth / growth_biased / blend / value_biased / deep_value / unclear / not_applicable.
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large_cap / mid_cap / small_cap / micro_cap / all_cap — where the brochure names one; most name none.
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short / medium / long / mixed / unclear.
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boolean
true matches only firms whose brochure says so — it never matches silence. The same rule holds for uses_leverage, uses_derivatives, uses_options, uses_esg.

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Two Axes Are Almost Always Silent

implementation_style (systematic_rules_based / discretionary / hybrid) is unclear on the overwhelming majority of brochures, and management_approach (active / passive) on most. Filtering implementation_style=discretionary returns the few brochures that used the word — not the discretionary managers; in ADV, “discretionary” usually means delegated trading authority, a Part 1 fact, not a style. Treat these two as evidence when present and as nothing when absent; use analysis_basis for the quant/fundamental cut.

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What the Book Shows — the Revealed Style

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The 13F-revealed tier, computed from the firm’s own holdings — Title Case, spelled exactly: Deep Growth, Growth-Biased, Blend / Core, Value-Biased, Deep Value. 13F filers only; null means the firm files no 13F, not that its style is unknown.
The declared-versus-revealed cross: declared_vg_bucket=value_biased with style_tier=Growth-Biased,Deep Growth finds managers whose portfolio contradicts their own marketing. The facets totals.with_both says how many firms that cross can reach at all — report it alongside the hits. has_style=true restricts to firms with a style row.

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Silence Is Not No

The brochure tags are conservative — set only where the brochure states the thing in so many words. unclear, a null flag and an empty tag list all mean the brochure does not say, never that the firm does not do it. The facets response counts the silence per axis (brochure_silent_on_*). By firm type · By products and scale · ADV brochure data · 13F holdings · Adviser screening overview