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 Peg Capital Management Inc
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 |
|---|---|---|---|---|---|
| Nicholas Frank Macdonald | Peg Capital Management Inc other | Granite Investment Advisors, LLC other | Other | Jul 8, 2015 | Jul 16, 2015 |
| Bryan Francis Mcpherson | Peg Capital Management Inc other | Round Table Investment Management, LLC state registered | Other | Jan 30, 2015 | Apr 15, 2015 (75 d) |
| Douglas Macgilvray Loudon | Peg Capital Management Inc other | Loudon Investment Management, LLC independent RIA | Other | Feb 2, 2007 | Apr 6, 2023 (5907 d) |
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3 moves match.