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 Sarofim International Management Co
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 |
|---|---|---|---|---|---|
| Kenneth Michael Burke | Sarofim International Management Co other | Doliver Advisors, L.P. independent RIA | Other | Aug 26, 2019 | Sep 6, 2018 |
| Jeffrey Michael Jacobe | Sarofim International Management Co other | Hawkins Capital L.P. other | Other | Jan 5, 2016 | Feb 10, 2016 (36 d) |
| Elizabeth Schulze Robison | Sarofim International Management Co other | Hawkins Capital L.P. other | Other | Jan 17, 2012 | Jul 23, 2012 (188 d) |
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3 moves match.