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.
Manuel Alex Parra
- Professional profile
- linkedin.com/in/manny-parrareportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Partners Capital, LLC state registered currentsince Apr 10, 2024 · Franklin, Tn
- Encompass More Asset Management LLC independent RIANov 8, 2023 to Jan 2, 2024 · Danville, Ca
- Encompass More Asset Management LLC to Partners Capital, LLCleft Jan 2, 2024, registered Apr 10, 2024 (99 days) · RIA to a state-registered adviser
- Manuel Alex Parra left Encompass More Asset Management Llc for Partners Capital, Llc (registered 2024-04-10)Jan 2, 2024 · 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
- STATE REGISTEREDderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address