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
Patrick Daniel Bane
Feed of 09/15/2026
Also filed as Patrick Bane
At current firm
9 y
since Jan 10, 2017
In the industry
14 y
since Apr 27, 2012 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Neuberger Berman Bd LLC no RAUM currentsince Jan 10, 2017 · New York, Ny
- Manning & Napier Advisors, LLC mixed wealthJun 12, 2013 to Jan 6, 2017 · New York, Ny
- Alliancebernstein L.P. otherApr 30, 2012 to Feb 27, 2013 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Manning & Napier Advisors, LLC to Neuberger Berman Bd LLCleft Jan 6, 2017, registered Jan 10, 2017 (4 days) · Other
- Alliancebernstein L.P. to Manning & Napier Advisors, LLCleft Feb 27, 2013, registered Jun 12, 2013 (105 days) · Other
Signals
No dated event on this person.
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
- No RAUM reportedderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address