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Reading the graph
Advisor at GENCAP PORTFOLIO MANAGEMENT
TIBURON, CA
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 |
|---|---|---|---|---|---|---|
| GENCAP PORTFOLIO MANAGEMENT | Independent wealth | Aug 25, 2015 | n/a | yes | TIBURON, CA | Current employment |
| CROSSPOINT CAPITAL MANAGEMENT | Former SEC adviser | Feb 23, 2015 | Nov 17, 2015 | no | TIBURON, CA|ORINDA, CA | Previous registration |
| QUANTUM CAPITAL MANAGEMENT | Former SEC adviser | Jan 21, 2010 | Feb 10, 2015 | no | SAN FRANCISCO, CA|CORTE MADERA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROSSPOINT CAPITAL MANAGEMENT | GENCAP PORTFOLIO MANAGEMENT | Nov 17, 2015 | Aug 25, 2015 | -84 | Firm change after gap | Other |
| QUANTUM CAPITAL MANAGEMENT | CROSSPOINT CAPITAL MANAGEMENT | Feb 10, 2015 | Feb 23, 2015 | 13 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150212:269910:CA:2015-11-17 | Nov 17, 2015 | Aug 25, 2015 | ORINDA, CA | Firm change after gap |