Amendments to Form ADV, adopted on August 25, 2016 which are
applicable to all ADV filings on or after October 1, 2017, include
additional disclosure requirements that are designed to enhance
current reporting and improve data collection by the SEC to assist
the SEC's risk-based examination program and other risk
assessment and monitoring activities. Normally, an adviser's
next Form ADV filing would be its annual amendment due within 90
days of the adviser's fiscal year end (March 31 for calendar
year end filers). However, there are a number of events that
require advisers to file an other-than-annual amendment, including
to report any changes to: the adviser's name or address; form
of organization (e.g., LP to LLC); required ownership information;
control person and/or executive officer information; or narrative
Part 2 brochure or brochure supplement, if applicable and if the
change is material (e.g., a new material conflict of interest or
certain legal or disciplinary