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.
O••• D•••• R•••••••
- I••••• C••••••• L•• asset manager currentsince Jul 7, 2026 · San Francisco, Ca
- C•••••• independent RIAJan 20, 2023 to Mar 2, 2026 · Miami, Fl
- P•••••• P••••••• formerOct 22, 2020 to Mar 31, 2023 · Menlo Park, Ca
- C•••••• to I••••• C••••••• L••left Mar 2, 2026, registered Jul 7, 2026 (127 days) · Other
- P•••••• P••••••• to C••••••left Mar 31, 2023, registered Jan 20, 2023 (-70 days) · RIA to RIA · moved with a team
- O••• D•••• R••••••• left Corient for I••••• C••••••• L•• (registered 2026-07-07)Mar 2, 2026 · Advisor changed firm · fact
- O••• D•••• R••••••• left P•••••• P••••••• for Corient (registered 2023-01-20)Mar 31, 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address