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.
M••••••• J••••••• B••••
- Title
- Co-Founder and Managing Partnerreported1015capitalpartners.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.
- 1••• C•••••• P•••••••• L•• independent RIA currentsince Apr 1, 2024 · Narberth, Pa
- L•• F•••••••• L•• BD affiliatedAug 14, 2014 to Sep 25, 2015 · Plymouth Meeting, Pa
- L•• F•••••••• L•• BD affiliatedApr 10, 2012 to Aug 31, 2012 · Plymouth Meeting, Pa
- I•• R•••••• A••••••• I•• formerJul 1, 2010 to Aug 12, 2010 · Berwyn, Pa
- A••••••• F•••••••• M••••••••• G••••• L••• formerJul 1, 2010 to Aug 12, 2010 · Berwyn, Pa
- C••••• I••••••••• S••••••• L•• formerFeb 5, 2008 to Jul 8, 2008 · Lansdale, Pa
- V••••••• A•••••••• I••• BD affiliatedNov 30, 2001 to Feb 6, 2008 · Malvern, Pa
- L•• F•••••••• L•• to 1••• C•••••• P•••••••• L••left Sep 25, 2015, registered Apr 1, 2024 (3111 days) · Other
- I•• R•••••• A••••••• I•• to A••••••• F•••••••• M••••••••• G••••• L•••left Aug 12, 2010, registered Jul 1, 2010 (-42 days) · Other
- A••••••• F•••••••• M••••••••• G••••• L••• to L•• F•••••••• L••left Aug 12, 2010, registered Apr 10, 2012 (607 days) · Other
- C••••• I••••••••• S••••••• L•• to I•• R•••••• A••••••• I••left Jul 8, 2008, registered Jul 1, 2010 (723 days) · Other
- V••••••• A•••••••• I••• to C••••• I••••••••• S••••••• L••left Feb 6, 2008, registered Feb 5, 2008 (-1 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address