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.
H•••• G•••••• W•••••
- W••••• C•••••• M•••••••• state registered currentsince Jan 9, 2026 · Menlo Park, Ca
- W••••• C•••••• M•••••••• state registeredFeb 9, 2015 to Dec 31, 2025 · Redwood City, Ca
- W••••• C•••••• M•••••••• state registeredJul 8, 2013 to Dec 31, 2014 · Menlo Park, Ca
- W••••• C•••••• M•••••••• state registeredJul 21, 2005 to Dec 31, 2012 · Palo Alto, Ca
- E•••••• C•••••• G••••• L•• unclassifiedApr 16, 1997 to Dec 31, 2009 · Palo Alto, Ca
- E•••••• C•••••• G••••• L•• to W••••• C•••••• M••••••••left Dec 31, 2009, registered Jul 21, 2005 (-1624 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
- STATE REGISTEREDderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address