RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
L••• D•••••• P•••••
- Title
- Chief Investment Officer | Alternative Investments Specialistreportedelevagepartners.comfirm site, Sep 16, 2026
- Professional profile
- elevagepartners.com/person/lori-powellreportedelevagepartners.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- E•••••• P•••••••• L•• independent RIA currentsince Jul 30, 2021 · Reno, Nv
- N••••••••• I••••••••• A•••••••• L•• BD affiliatedMar 10, 2016 to Jan 5, 2021 · Columbus, Oh
- N••••••••• S••••••••• L•• no RAUMSep 25, 2012 to Mar 21, 2016 · Columbus, Oh
- V•••• F•••••••• A•••••••• I••• BD affiliatedApr 7, 2010 to Jan 6, 2011 · Houston, Tx
- G••••••••• I••••••••• asset managerMar 31, 2009 to May 29, 2009 · Napa, Ca
- N••••••••• I••••••••• A•••••••• L•• to E•••••• P•••••••• L••left Jan 5, 2021, registered Jul 30, 2021 (206 days) · Affiliated broker-dealer or bank to independent RIA
- N••••••••• S••••••••• L•• to N••••••••• I••••••••• A•••••••• L••left Mar 21, 2016, registered Mar 10, 2016 (-11 days) · corporate re-registration, not a move
- V•••• F•••••••• A•••••••• I••• to N••••••••• S••••••••• L••left Jan 6, 2011, registered Sep 25, 2012 (628 days) · Other
- G••••••••• I••••••••• to V•••• F•••••••• A•••••••• I•••left May 29, 2009, registered Apr 7, 2010 (313 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address