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
Peleg Halpern
Feed of 09/14/2026
At current firm
3 y
since Jun 20, 2023
In the industry
32 y
since Mar 21, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- North Star Wealth Management independent RIA currentsince Jun 20, 2023 · Northbrook, Il
- Strategic Portfolio Managers independent RIAOct 27, 2010 to Jul 31, 2023 · Northfield, Il
- Nrp Advisors, Inc. unclassifiedMay 1, 2009 to Oct 20, 2010 · Northbrook, Il
- Valley Financial Management, Inc. BD affiliatedSep 13, 2006 to May 1, 2009 · Chicago, Il
- Mesirow Financial, Inc. unclassifiedJun 18, 2001 to Oct 4, 2006 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Strategic Portfolio Managers to North Star Wealth Managementleft Jul 31, 2023, registered Jun 20, 2023 (-41 days) · RIA to a newly registered adviser
- Nrp Advisors, Inc. to Strategic Portfolio Managersleft Oct 20, 2010, registered Oct 27, 2010 (7 days) · Other
- Valley Financial Management, Inc. to Nrp Advisors, Inc.left May 1, 2009, registered May 1, 2009 (0 days) · Other
- Mesirow Financial, Inc. to Valley Financial Management, Inc.left Oct 4, 2006, registered Sep 13, 2006 (-21 days) · Other
Signals
- Peleg Halpern left Strategic Portfolio Managers for North Star Wealth Management (registered 2023-06-20)Jul 31, 2023 · 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