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 Persimmon Capital Management 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
Gregory Scott HornPersimmon Capital Management LP independent RIABny Mellon Managed Investments, Inc. unclassifiedOtherSep 14, 2021Jan 14, 2000
Amy Beth ArmstrongPersimmon Capital Management LP independent RIADakota Wealth, LLC independent RIARIA to RIASep 14, 2021Jul 13, 2021
Paul Anthony MilnesPersimmon Capital Management LP otherCredit Suisse Securities (USA) LLC otherOtherJan 14, 2015Feb 5, 2015
Todd DawesPersimmon Capital Management LP otherCertis Capital Management, Inc. independent RIAOtherAug 13, 2014Jan 14, 2015 (154 d)
Clayton Shawn GibsonPersimmon Capital Management LP otherLiquid Strategies, LLC no RAUMOtherOct 14, 2013Oct 28, 2014 (379 d)
James William GravesPersimmon Capital Management LP otherWhitford Advisory Services, LLC otherOtherFeb 15, 2013Jun 7, 2013 (112 d)
Patrick Joseph PratoPersimmon Capital Management LP otherBoyd Watterson Asset Management, LLC otherOtherOct 16, 2012Nov 2, 2017 (1843 d)
John Patrick CollinsPersimmon Capital Management LP otherOberweis Asset Management Inc otherOtherMay 10, 2011Jul 7, 2011 (58 d)
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8 moves match.