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.
K•••• A••• D•••••••
- B•••••••• I••••••••• M••••••••• L•• asset manager currentsince Jan 23, 2026 · Princeton, Nj
- L•••••• S••••• • C••••••• L••• otherDec 21, 2022 to Jan 2, 2026 · Boston, Ma
- I•••••• A•••••••• I••• asset managerMar 9, 2016 to Nov 7, 2022 · New York, Ny
- L•••••• S••••• • C••••••• L••• to B•••••••• I••••••••• M••••••••• L••left Jan 2, 2026, registered Jan 23, 2026 (21 days) · Other
- I•••••• A•••••••• I••• to L•••••• S••••• • C••••••• L•••left Nov 7, 2022, registered Dec 21, 2022 (44 days) · Other
- K•••• A••• D••••••• left L•••••• S••••• • C••••••• L••• for B•••••••• I••••••••• M••••••••• L•• (registered 2026-01-23)Jan 2, 2026 · Advisor changed firm · fact
- K•••• A••• D••••••• left I•••••• A•••••••• I••• for L•••••• S••••• • C••••••• L••• (registered 2022-12-21)Nov 7, 2022 · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address