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 Wasatch Advisors 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
Andrey Andreyevich KutuzovWasatch Advisors LP asset managerSeven Canyons Advisors, LLC asset managerOtherFeb 19, 2020Dec 20, 2021 (670 d)
Andrew William MorinWasatch Advisors LP otherD.A. Davidson & Co. independent RIAOtherJun 1, 2017May 28, 2019 (726 d)
Karolyn Dawn BarkerWasatch Advisors LP otherCross Creek Advisors, LLC otherOtherMar 14, 2013Mar 27, 2013
Tyler Mason ChristensonWasatch Advisors LP otherCross Creek Advisors, LLC otherOtherMar 14, 2013Mar 27, 2013
Robert Thatcher GardinerWasatch Advisors LP otherGrandeur Peak Global Advisors otherOtherJul 8, 2011Aug 26, 2015 (1510 d)
Blake Harold WalkerWasatch Advisors LP otherGrandeur Peak Global Advisors otherOtherJul 8, 2011Aug 3, 2017 (2218 d)
Mark Spencer MadsenWasatch Advisors LP otherRed Desert Capital unclassifiedOtherNov 4, 2008Nov 5, 2009 (366 d)
Mathew Todd PettyWasatch Advisors LP otherCharles Schwab & Co., Inc. national BDOtherNov 4, 2008Aug 11, 2009 (280 d)
Roger Allen HillWasatch Advisors LP otherWilliam Blair & Company L.L.C. otherOtherAug 18, 2004Mar 1, 2007 (925 d)
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9 moves match.