Principals Schema
Principals Schema Reference
Section titled “Principals Schema Reference”Complete reference for all fields available in the principals endpoint.
Relationships
Section titled “Relationships”| Relationship | Join Field(s) | Notes |
|---|---|---|
| Firms | principals.firm_id → firms.id | Identify which firm a principal belongs to. |
| Persons | principals.person_business_key → persons.person_business_key | Join to the resolved person entity for deduped identity. |
Personal Identity
Section titled “Personal Identity”| Field Name | Data Type | Description | Fill Rate | Example Values | Usage Notes |
|---|---|---|---|---|---|
entity_type | text | Entity type (individual vs organization). | 100.0% | Individual, Institution | ?entity_type=eq.individual |
full_name | text | Full name of the principal or control person. | 100.0% | e.g. Marc Andreesen | ?full_name=ilike.smith |
title | text | Title reported in Schedule A/B. | 97.8% | MEMBER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | ?title=ilike.partner |
Contact Information
Section titled “Contact Information”| Field Name | Data Type | Description | Fill Rate | Example Values | Usage Notes |
|---|---|---|---|---|---|
contact_email | text | Direct email captured for the principal. | 17.1% | e.g. marc@a16z.com | ?contact_email=ilike.%40gmail.com |
contact_phone_e164 | text | Phone number formatted in E.164. | 0.0% | varies | ?contact_phone_e164=ilike.+1% |
email_confidence | numeric | Confidence score returned by the validation vendor. | 17.1% | 0.70, 0.85, 0.90 | ?email_confidence=gte.0.8 |
email_is_validated | bool | Indicates that the email passed verification. | 10.0% | TRUE, FALSE, MISSING | ?email_is_validated=is.true |
Location
Section titled “Location”| Field Name | Data Type | Description | Fill Rate | Example Values | Usage Notes |
|---|---|---|---|---|---|
address_city | text | City for the principal mailing address. | 0.0% | varies | ?address_city=eq.New%20York |
address_country | text | Country for the principal address. | 0.0% | varies | ?address_country=eq.US |
address_state | text | State or province for the principal address. | 0.0% | varies | ?address_state=eq.NY |
Role & Authority
Section titled “Role & Authority”| Field Name | Data Type | Description | Fill Rate | Example Values | Usage Notes |
|---|---|---|---|---|---|
control_person_flag | bool | True when the person is flagged as a control person. | 97.8% | TRUE, FALSE, MISSING | ?control_person_flag=is.true |
Firm Association
Section titled “Firm Association”| Field Name | Data Type | Description | Fill Rate | Example Values | Usage Notes |
|---|---|---|---|---|---|
firm_business_key | text | Business key for the parent firm. | 100.0% | e.g. CRD:10091 | ?firm_business_key=eq.FIRM-123456 |
Other Fields
Section titled “Other Fields”| Field Name | Data Type | Description | Fill Rate | Example Values | Usage Notes |
|---|---|---|---|---|---|
firm_crd_number | text | CRD number for the parent firm. | 100.0% | e.g. 10091 | ?firm_crd_number=eq.123456 |
firm_id | uuid | UUID for the parent firm in api.firms. | 100.0% | e.g. 0004547c-db9c-5ad6-a1b... | ?firm_id=eq.<firm_uuid> |
firm_legal_name | text | Legal name of the advisory firm. | 100.0% | e.g. a16z Capital Managemen... | ?firm_legal_name=ilike.capital |
firm_sec_number | text | SEC registration number for the parent firm. | 100.0% | e.g. 801-100337 | ?firm_sec_number=eq.801-123456 |
linkedin_url | text | LinkedIn profile URL when available. | 0.0% | varies | ?linkedin_url=ilike.linkedin.com/in |
load_month | date | Ingestion month for the principal record. | 100.0% | 2024-03, 2024-01, 2024-02 | ?load_month=eq.2024-09-01 |
ownership_percent | numeric | Ownership percentage disclosed in Schedule A/B. | 55.8% | 50., 10., 25. | ?ownership_percent=gte.5 |
person_business_key | text | Business key for the principal/control person. | 100.0% | e.g. PERSON:010118MANAGEMEN... | ?person_business_key=eq.PERSON-123456 |
person_id | uuid | UUID for the principal/control person. | 100.0% | e.g. 00007f62-f84e-51ec-976... | ?person_id=eq.<person_uuid> |
primary_data_source | text | Ingestion source that produced the record. | 100.0% | adv_part1 | ?primary_data_source=eq.sec |
raw_role | text | Raw role text from the SEC filing. | 100.0% | executive, compliance, partner | ?raw_role=ilike.director |
relationship_role | text | Relationship type (owner, executive, etc.). | 100.0% | MEMBER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | ?relationship_role=eq.owner |
role_category | text | Normalized role category assigned by Mythmaker. | 79.8% | Owner, Executive, Compliance Officer | ?role_category=eq.management |
schedule_section | text | Schedule (A or B) derived from the filing. | 100.0% | Schedule A, Schedule B | ?schedule_section=eq.Schedule%20A |
source | text | Source label for the principal row (e.g., form_adv). | 100.0% | adv_part1 | ?source=eq.form_adv |