DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INTRINSIC EDGE CAPITAL MANAGEMENT LLC
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Asset manager | Nov 1, 2016 | n/a | yes | CHICAGO, IL | Current employment |
| COE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Jan 30, 2013 | Oct 31, 2016 | no | DEERFIELD, IL | Previous registration |
| FIRST ALLIED SECURITIES, INC. | Former SEC adviser | Apr 25, 2011 | May 3, 2012 | no | DEERFIELD, IL|SAN DIEGO, CA | Previous registration |
| KOVITZ INVESTMENT GROUP, LLC | Former SEC adviser | Sep 22, 2008 | Apr 2, 2009 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COE CAPITAL MANAGEMENT, LLC | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Oct 31, 2016 | Nov 1, 2016 | 1 | Channel change | Other |
| FIRST ALLIED SECURITIES, INC. | COE CAPITAL MANAGEMENT, LLC | May 3, 2012 | Jan 30, 2013 | 272 | Firm change | Other |
| KOVITZ INVESTMENT GROUP, LLC | FIRST ALLIED SECURITIES, INC. | Apr 2, 2009 | Apr 25, 2011 | 753 | Firm change after gap | Other |