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 Private Capital Management, LP
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 |
|---|---|---|---|---|---|
| Elliott Taylor Sharp | Private Capital Management, LP other | Suncoast Equity Management, LLC other | Other | Sep 3, 2013 | Jun 6, 2014 (276 d) |
| Brian P O'Connell | Private Capital Management, LP other | Marquis Wealth Management Group other | Other | Aug 4, 2008 | Aug 25, 2008 |
| Jeffrey M Yun | Private Capital Management, LP other | Wasmer Schroeder other | Other | Apr 8, 2008 | Oct 16, 2009 (556 d) |
| John Charles Smith | Private Capital Management, LP other | Calamos Advisors LLC other | Other | Nov 15, 2006 | Jan 22, 2007 (68 d) |
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4 moves match.