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 Gardner Lewis Asset 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.

AdvisorFromToTypeLeftRegistered
John Stuart LarsonGardner Lewis Asset Management LP otherMdt Advisers, A Division Of Federated Mdta LLC asset managerOtherFeb 13, 2012Jun 22, 2021 (3417 d)
Christopher Todd ValerioGardner Lewis Asset Management LP otherHirtle & Co., LLC otherOtherMar 1, 2004Mar 4, 2004
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2 moves match.