List investors

---

Introduction

This resource lists the investors linked to your integration, with optional filters and pagination.

Input / Output

There is no request body. The filters are passed via query string, all optional.

As output, the list of investors matching the given filters is returned.

Available on

Profile	Host	Required permission
Manager	manager-api	Read
Consultant	consultant-api	Granted by the integration team

Base URL for each host: Environments (Hosts).

Request

ENDPOINT

/investor_registry/investors

METHOD

GET

STATUS

200

Query Params

All parameters are optional.

Param	Type	Default	Description
document_number	string	—	Full document (exact match)
status	string	—	Investor status (see Investor Status)
status_in	string	—	Comma-separated list of statuses
status_not_in	string	—	Comma-separated list of statuses to exclude
last_analysis_status_in	string	—	Statuses of the most recent registration analysis, comma-separated
name	string	—	Part of the name (case-insensitive)
expires_before	date	—	Registrations that expire before this date (YYYY-MM-DD)
expires_after	date	—	Registrations that expire after this date (YYYY-MM-DD)
order_by	string	—	created_at or updated_at. Without this parameter, most recent first
order_direction	string	desc	asc or desc
limit	int	100	Items per page (min. 0, max. 500)
page	int	0	Page; the offset is calculated as page * limit

Response

Response Body

{
    "data": [
        {
            "name": "investidor 1",
            "status": "registered",
            "person_type": "natural_person",
            "investor_key": "UUID v4",
            "document_number": "969.698.790-03",
            "email": "investidor1@exemplo.com",
            "phone": {
                "international_dial_code": "55",
                "area_code": "11",
                "number": "999990001"
            },
            "current_analysis": {
                "investor_analysis_key": "UUID v4",
                "status": "analysis_complete"
            },
            "distributor": {
                "distributor_key": "UUID v4",
                "name": "Distribuidora XYZ",
                "document_number": "33444555000181",
                "registry_configuration": {}
            }
        },
        {
            "name": "investidor 2",
            "status": "pending_analysis",
            "person_type": "natural_person",
            "investor_key": "UUID v4",
            "email": "investidor2@exemplo.com",
            "phone": {
                "international_dial_code": "55",
                "area_code": "11",
                "number": "999990002"
            },
            "distributor": {
                "distributor_key": "UUID v4",
                "name": "Distribuidora XYZ",
                "document_number": "33444555000181",
                "registry_configuration": {}
            }
        }
    ],
    "limit": 100,
    "page": 0,
    "is_last_page": true
}

Response Params

Field	Type	Description
data	array	List of Investor objects
limit	int	Number of items per page used in the query
page	int	Returned page
is_last_page	boolean	Indicates whether this is the last page of results

Investor

Field	Type	Description
investor_key	string	Unique identification key of the investor
name	string	Name (or corporate name) of the investor
status	string	Current investor status
person_type	string	Person type (natural_person or legal_person)
email	string	Investor contact e-mail
phone	object	Investor contact phone, in the Phone format
document_number	string	Investor CPF or CNPJ
current_analysis	object	Summary of the current registration analysis: investor_analysis_key, status and, when present, investor_category, suitability and investor_sub_type
registry_expiration_date	string	Registration expiration date, when present
distributor	object	Distributor object

Consultant

For the consultant, each item in data carries the full investor object, in the same format as Query Investor Information. The fields above describe the response for the manager.

Distributor

Field	Type	Description
distributor_key	string	Unique key of the distributor
name	string	Distributor name
document_number	string	Distributor CNPJ
registry_configuration	object	Distributor registration settings

Investor Status

Enumerator	Description
created	Created
pending_analysis	With a registration analysis in progress
pending_documents	Waiting for documents
pending_signer_group	Waiting for signer group
incomplete	Incomplete registration
registered	Registration approved and completed
registry_expired	Registration expired
non_operational	Non-operational
pre_operational	Pre-operational
inactive	Inactive

Errors

Status	Code	When it happens
400	—	limit above 500 or negative page

Authentication, permission and host errors: see API Errors.