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••• A••• R•••••••••
- Business email
- mark.rosenkranz@bearingpointcap.comreportedbearingpointcap.comfirm site, Sep 15, 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.
- B•••••• P•••• C•••••• independent RIA currentsince Apr 3, 2026 · Richfield, Mn
- J••• F•••••••• A•••••••• L•• independent RIAApr 28, 2023 to Mar 2, 2026 · Bloomington, Mn
- R•• C•••••• M••••••• L•• national BDFeb 14, 2023 to Mar 8, 2023 · Minneapolis, Mn
- J••• F•••••••• A•••••••• L•• to B•••••• P•••• C••••••left Mar 2, 2026, registered Apr 3, 2026 (32 days) · RIA to RIA
- R•• C•••••• M••••••• L•• to J••• F•••••••• A•••••••• L••left Mar 8, 2023, registered Apr 28, 2023 (51 days) · Affiliated broker-dealer or bank to independent RIA
- M••• A••• R••••••••• left J••• F•••••••• A•••••••• L•• for B•••••• P•••• C•••••• (registered 2026-04-03)Mar 2, 2026 · Advisor changed firm · fact
- M••• A••• R••••••••• left R•• C•••••• M••••••• L•• for J••• F•••••••• A•••••••• L•• (registered 2023-04-28)Mar 8, 2023 · Advisor changed firm · fact
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address