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.
- Title
- Managing Partnerreportedsequentis-capital.comfirm site, Sep 16, 2026
- Partner or owner
- “Managing Partner”reportedsequentis-capital.comthe sentence on the bio page
- Boards named
- Urban Collegereportedsequentis-capital.comphrases on the bio page
- Professional profile
- sequentis-capital.com/our-people/ryan-t-naglereportedsequentis-capital.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.
- S•••••••• C•••••• L•• independent RIA currentsince Feb 11, 2019 · Boston, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 31, 2012 to Oct 23, 2018 · Boston, Ma
- M••••• S•••••• wirehouseSep 13, 2010 to Aug 26, 2011 · Boston, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••••••• C•••••• L••left Oct 23, 2018, registered Feb 11, 2019 (111 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 26, 2011, registered May 31, 2012 (279 days) · Wirehouse to wirehouse
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address