class Firm:
def __init__(self):
self.name = ""
self.mcp_score_info = []
self.aum = []
self.aum_index = {}
self.cur_total_aum = 0
self.sec_reg_date = ""
self.ria_adv_date = ""
self.cpa_firm_ref_check = ""
self.prime_broker_ref_checks = ""
self.is_ria = False
self.back_invest_info = ""
self.backstop_id = ""
self.funds = {}
self.meeting_index = {}
self.meetings = []
self.party = Party()
self.holdings = {}
self.total_holdings = [0,0,0]
def __str__(self):
tmp_str = "Name: " + self.name + " - " + str(self.backstop_id) + " # of Funds: " + str(len(self.funds))
return tmp_str
def addContact(self,contact):
self.party.addContact(contact)
def addHolding(self,p_id,amount):
if p_id in self.holdings.keys():
self.holdings[p_id] += amount
else:
self.holdings[p_id] = amount
def addMeeting(self,meeting):
if meeting.backstop_meeting_id not in self.meeting_index.keys():
self.meeting_index[meeting.backstop_meeting_id] = meeting
self.meetings.append([meeting.date,meeting])
self.meetings = sorted(self.meetings,key=itemgetter(0),reverse=True)
def calcFirmAums(self):
for f in self.funds.keys():
aums = self.funds[f].aum
for a in aums:
if a[0] in self.aum_index.keys():
self.aum_index[a[0]] += a[1]
else:
self.aum_index[a[0]] = a[1]
for a in self.aum_index.keys():
self.aum.append([a,self.aum_index[a]])
self.aum = sorted(self.aum,key=itemgetter(0),reverse=True)
def __init__(self):
self.name = ""
self.mcp_score_info = []
self.aum = []
self.aum_index = {}
self.cur_total_aum = 0
self.sec_reg_date = ""
self.ria_adv_date = ""
self.cpa_firm_ref_check = ""
self.prime_broker_ref_checks = ""
self.is_ria = False
self.back_invest_info = ""
self.backstop_id = ""
self.funds = {}
self.meeting_index = {}
self.meetings = []
self.party = Party()
self.holdings = {}
self.total_holdings = [0,0,0]