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.
T••••• J• V•••
- G••••• R••••••••• P••••••• L•• institutional currentsince Aug 8, 2016 · San Rafael, Ca
- A•••• P•••••• G••••• I••• formerDec 1, 2015 to Mar 30, 2021 · Boston, Ma
- E•••• S••••••••• L•• BD affiliatedJun 16, 2015 to Jul 25, 2016 · Bridgewater, Ma
- A•••• P•••••• G••••• I••• to G••••• R••••••••• P••••••• L••left Mar 30, 2021, registered Aug 8, 2016 (-1695 days) · channel change inside one enterprise, not a move · moved with a team
- E•••• S••••••••• L•• to A•••• P•••••• G••••• I•••left Jul 25, 2016, registered Dec 1, 2015 (-237 days) · Other · moved with a team
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
- Institutional managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address