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.
Advisor moves
Departures from Chilton Capital Management LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Therese-Marie Casement | Chilton Capital Management LLC independent RIA | Devon Investment Advisory no RAUM | Other | Jun 18, 2025 | Jun 20, 2025 |
| Michael Eugene Rome | Chilton Capital Management LLC independent RIA | Doliver Advisors, L.P. independent RIA | RIA to RIA | Nov 6, 2020 | May 26, 2020 |
| Annelise Bovet | Chilton Capital Management LLC other | Perigon Wealth Management, LLC other | Other | Nov 14, 2016 | Jan 5, 2017 (52 d) |
| Kimberly J Latimer | Chilton Capital Management LLC other | Morgan Stanley wirehouse | Other | Dec 14, 2009 | Aug 12, 2009 |
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4 moves match.