DFX Intelligence

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.

Registered advisor

Matthew D'Attilio

Lidoindependent RIALos Angeles, Ca IA-onlyIAPD 2414950

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Matthew Dattilio

At current firm

1 y

since Dec 3, 2024

In the industry

32 y

since Oct 12, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Lido independent RIA current
since Dec 3, 2024 · Los Angeles, Ca
Pegasus Partners former
Mar 23, 2015 to Jan 31, 2025 · Mequon, Wi
Reinhart Partners, LLC other
Jan 31, 2007 to Apr 1, 2015 · Mequon, Wi
U.S. Bancorp Asset Management, Inc. asset manager
Jan 2, 2002 to May 1, 2003 · Milwaukee, Wi

Moves

a registration end followed by a registration begin elsewhere

Pegasus Partners to Lido
left Jan 31, 2025, registered Dec 3, 2024 (-59 days) · RIA to RIA · moved with a team
Reinhart Partners, LLC to Pegasus Partners
left Apr 1, 2015, registered Mar 23, 2015 (-9 days) · Other
U.S. Bancorp Asset Management, Inc. to Reinhart Partners, LLC
left May 1, 2003, registered Jan 31, 2007 (1371 days) · Other

Signals

Matthew D'Attilio left Pegasus Partners for Lido (registered 2024-12-03)
Jan 31, 2025 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address