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 Fourth Street Performance Partners, 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 |
|---|---|---|---|---|---|
| Adam M Dietz | Fourth Street Performance Partners, Inc. other | Mariner Institutional, LLC institutional | Other | Apr 24, 2024 | Jun 2, 2024 (39 d) |
| David Franklin King | Fourth Street Performance Partners, Inc. other | Mariner Institutional, LLC institutional | Other | Apr 24, 2024 | Sep 10, 2024 (139 d) |
| Mallory Ann Singh | Fourth Street Performance Partners, Inc. other | Towers Watson Investment Services, Inc. institutional | Other | May 26, 2023 | Sep 16, 2024 (479 d) |
| Dbie Anna Johnson | Fourth Street Performance Partners, Inc. other | Stancorp Investment Advisers, Inc. other | Other | Feb 23, 2007 | Apr 4, 2007 (40 d) |
| Douglas John Smorag | Fourth Street Performance Partners, Inc. other | Cm Wealth Advisors LLC mixed wealth | Other | Nov 3, 2003 | Jul 12, 2022 (6826 d) |
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5 moves match.