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 Wedge Capital Management Llp
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 |
|---|---|---|---|---|---|
| John Moore Carr | Wedge Capital Management Llp institutional | Allspring Funds Management, LLC asset manager | Other | Jul 5, 2023 | Oct 22, 2024 (475 d) |
| Stephen Yee Fai Ho | Wedge Capital Management Llp institutional | Thompson Siegel & Walmsley LLC asset manager | Other | May 2, 2022 | Jul 29, 2022 (88 d) |
| Orton Chen | Wedge Capital Management Llp institutional | Sterling Capital Management LLC other | Other | Oct 1, 2019 | Mar 3, 2022 (884 d) |
| Dustin Marshall Waide | Wedge Capital Management Llp other | Laurel Wealth Advisors, LLC other | Other | Sep 3, 2009 | May 6, 2011 (610 d) |
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4 moves match.