Accounts

Field Reference Table

Field(Payload)	Field(Response)	Label	Type	Length
`id`	`account_id`	Account ID	id	18
`type`	`account_type`	Account Type	picklist	255
`account_record_type_name__c`	`account_record_type_name__c`	Account Record Type Name	string	255
`account_type_classification__c`	`account_type_classification__c`	Account Type Classification	picklist	255
`alternative_platform_description__c`	`alternatives_platform_description_c`	Alternatives Platform Description	textarea	130000
`asset_class__c`	`asset_class__c`	Asset Class	picklist	255
`asset_classes__c`	`asset_classes__c`	Asset Classes	multipicklist	4099
`assets_boy__c`	`assets_boy__c`	Assets BOY	currency	0
`average_ticket_size__c`	`average_ticket_size__c`	Average Ticket Size	currency	0
`billingcity`	`billing_address_city`	Billing City	string	40
`billingcountry`	`billing_address_country`	Billing Country	string	80
`billingpostalcode`	`billing_address_postalcode`	Billing Postal Code	string	20
`billingstate`	`billing_address_state`	Billing State	string	80
`billingstreet`	`billing_address_street`	Billing Street	textarea	255
`billinglatitude`	`billinglatitude`	Billing Latitude	double	0
`billinglongitude`	`billinglongitude`	Billing Longitude	double	0
`co_investments__c`	`co_investments__c`	Co-Investments	picklist	255
`contact_information_description__c`	`contact_information_description__c`	Contact Information Description	textarea	131072
`copyright__c`	`copyright__c`	Copyright	string	255
`crd__c`	`crd_number_c`	CRD Number	string	18
`cryptocurrency__c`	`cryptocurrency__c`	Cryptocurrency	picklist	255
`lastmodifieddate`	`date_modified`	Date Modified	date	0
`date_received__c`	`date_received__c`	Date Received	date	0
`debt_financing__c`	`debt_financing__c`	Debt Financing	picklist	255
`description`	`description`	Account Description	textarea	32000
`aum__c`	`dft_aum_c`	Default AUM	currency	0
`aum_per_client__c`	`aum_per_client__c`	AUM Per Client	currency	0
`ein__c`	`ein__c`	EIN	string	20
`ebitda_range_from__c`	`ebitda_range_from__c`	EBITDA Range From	currency	0
`ebitda_range_to__c`	`ebitda_range_to__c`	EBITDA Range To	currency	0
`ev_valuation_range_from__c`	`ev_valuation_range_from__c`	EV Valuation Range From	currency	0
`ev_valuation_range_to__c`	`ev_valuation_range_to__c`	EV Valuation Range To	currency	0
`fof__c`	`fof__c`	Feeder Funds	picklist	255
`form_5500_pdf__c`	`form_5500_pdf__c`	Form 5500 PDF	string	1300
`geography__c`	`geography__c`	Geography	picklist	255
`hedge_fund_avg_ticket_size__c`	`hedge_fund_avg_ticket_size__c`	Hedge Fund Average Ticket Size	currency	0
`hedge_funds__c`	`hedge_funds__c`	Hedge Funds	picklist	255
`hnw_of_client_base__c`	`hnw_of_client_base__c`	HNW of Client Base	picklist	255
`industry_1__c`	`industry_1__c`	Industry 1	picklist	255
`industry_focus__c`	`industry_focus__c`	Industry Focus	picklist	255
`industry__c`	`industry__c`	Industry	picklist	255
`investment_focus_single__c`	`investment_focus_single__c`	Investment Focus Single	picklist	255
`investment_interest__c`	`investment_interest__c`	Investment Interest	textarea	255
`check_size_from__c`	`check_size_from__c`	Check Size From	currency	0
`check_size_to__c`	`check_size_to__c`	Check Size To	currency	0
`linkedin__c`	`linkedin__c`	LinkedIn	url	255
`liquid_alternatives__c`	`liquid_alternatives__c`	Liquid Alternatives	picklist	255
`lp_power_user__c`	`lp_power_user__c`	LP Power User	picklist	255
`metroarea__c`	`metroarea__c`	Metro Area	reference to: Metro_Area__c	18
`name`	`name`	Account Name	string	255
`number_of_qps__c`	`number_of_qps__c`	# of QPs	double	0
`of_employees__c`	`of_employees__c`	# of Employees	double	0
`operational_status__c`	`operational_status__c`	Operational Status	picklist	255
`ownership_type__c`	`ownership_type__c`	Ownership Type	picklist	255
`parentid`	`parentid`	Parent Account ID	reference to: Account	18
`participants_eoy__c`	`participants_eoy__c`	Participants EOY	double	0
`phone`	`phone_office`	Office Phone	phone	40
`plan_codes__c`	`plan_codes__c`	Plan Codes	string	50
`plan_type__c`	`plan_type__c`	Plan Type	picklist	255
`plan_year__c`	`plan_year__c`	Plan Year	string	4
`pn__c`	`pn__c`	PN	string	4
`private_credit_average_ticket_size__c`	`private_credit_average_ticket_size__c`	Private Credit Average Ticket Size	currency	0
`private_credit__c`	`private_credit__c`	Private Credit	picklist	255
`private_equity_average_ticket_size__c`	`private_equity_average_ticket_size__c`	Private Equity Average Ticket Size	currency	0
`private_equity__c`	`private_equity__c`	Private Equity	picklist	255
`private_real_estate_average_ticket_size__c`	`private_real_estate_average_ticket_size__c`	Private Real Estate Average Ticket Size	currency	0
`private_real_estate__c`	`private_real_estate__c`	Private Real Estate	picklist	255
`real_assets_average_ticket_size__c`	`real_assets_average_ticket_size__c`	Real Assets Average Ticket Size	currency	0
`real_assets__c`	`real_assets__c`	Real Assets	picklist	255
`revenue_estimate__c`	`revenue_estimate__c`	Revenue Estimate	currency	0
`ria_aggregator__c`	`ria_aggregator__c`	RIA Aggregator	picklist	255
`sector_1__c`	`sector_1__c`	Sector 1	picklist	255
`segment__c`	`segment__c`	Segment	picklist	255
`sub_industry_1__c`	`sub_industry_1__c`	Sub Industry 1	picklist	255
`total_feeder_fund_value__c`	`total_feeder_fund_value__c`	Total Feeder Fund Value	currency	0
`total_participants__c`	`total_participants__c`	Total Participants	double	0
`venture_capital__c`	`venture_capital__c`	Venture Capital	picklist	255
`website`	`website`	Website	url	255
`x1031_exchange__c`	`x1031_exchange__c`	1031 Exchange	picklist	255
`year_founded__c`	`year_founded__c`	Year Founded	string	4
`investment_style_new__c`	`investment_style_new__c`	Investment Style	string	255
`secondaries__c`	`secondaries__c`	Secondaries	boolean	0
`sub_type__c`	`sub_type__c`	Sub-Type	string	255
`active_investments__c`	`active_investments__c`	Active Investments	double	0
`addon_investments__c`	`addon_investments__c`	Add-On Investments	double	0
`allows_third_party_solicitors__c`	`allows_third_party_solicitors__c`	Allows Third Party Solicitors	picklist	255
`client_sub_types__c`	`client_sub_types__c`	Client Sub Types	multipicklist	4099
`client_type__c`	`client_type__c`	Client Type	picklist	255
`customer_crm_system__c`	`customer_crm_system__c`	Customer CRM System	picklist	255
`deal_size_range__c`	`deal_size_range__c`	Deal Size Range	string	255
`numberofemployees`	`numberofemployees`	Number of Employees	int	0
`former_investments__c`	`former_investments__c`	Former Investments	double	0
`geographic_interest__c`	`geographic_interest__c`	Geographic Interest	multipicklist	4099
`industry_group_1__c`	`industry_group_1__c`	Industry Group 1	picklist	255
`insurance_segments__c`	`insurance_segments__c`	Insurance Segments	multipicklist	4099
`investment_firm_description__c`	`investment_firm_description__c`	Investment Firm Description	textarea	131072
`will_co_invest__c`	`will_co_invest__c`	Will Co-Invest	picklist	255
`last_modified_date__c`	`last_modified_date__c`	Last Modified Date	date	0
`number_of_clients__c`	`number_of_clients__c`	Number of Clients	double	0
`offers_co_invest__c`	`offers_co_invest__c`	Offers Co-Invest	picklist	255
`private_equity_deals__c`	`private_equity_deals__c`	Private Equity Deals	double	0
`private_infrastructure__c`	`private_infrastructure__c`	Private Infrastructure	picklist	255
`re_deals_jvs__c`	`re_deals_jvs__c`	RE Deals/JVs	double	0
`revenue_range_to__c`	`revenue_range_to__c`	Revenue Range To	currency	0
`revenue_range_from__c`	`revenue_range_from__c`	Revenue Range From	currency	0
`sec_registered_date__c`	`sec_registered_date__c`	SEC Registered Date	date	0
`secondary_metro_area__c`	`secondary_metro_area__c`	Secondary Metro Area	reference to: Metro_Area__c	18
`service_organizations__c`	`service_organizations__c`	Service Organizations	multipicklist	4099
`structured_products__c`	`structured_products__c`	Structured Products	picklist	255
`target_buyer__c`	`target_buyer__c`	Target Buyer	picklist	255
`third_party_marketer__c`	`third_party_marketer__c`	Third Party Marketer	picklist	255
`total_investments__c`	`total_investments__c`	Total Investments	double	0
`total_number_of_accounts__c`	`total_number_of_accounts__c`	Total Number of Accounts	double	0
`total_transactions__c`	`total_transactions__c`	Total Transactions	double	0
`total_transactions_last_12_months__c`	`total_transactions_last_12_months__c`	Total Transactions Last 12 Months	double	0
`venture_capital_avg_ticket_size__c`	`venture_capital_avg_ticket_size__c`	Venture Capital Avg Ticket Size	currency	0
`venture_capital_deals__c`	`venture_capital_deals__c`	Venture Capital Deals	double	0
`aua__c`	`aua__c`	AUA	double	18

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Fields

Field Reference Table

​Field Reference Table

Field Reference Table