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 Sawgrass Asset Management LLC
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 |
|---|---|---|---|---|---|
| Brian Steven Engel | Sawgrass Asset Management LLC institutional | Kayne Anderson Rudnick Investment Management, LLC mixed wealth | Other | Apr 8, 2026 | Apr 9, 2026 |
| Gregory Scott Gosch | Sawgrass Asset Management LLC other | Nuveen Asset Management, LLC other | Other | Mar 2, 2022 | Mar 8, 2022 |
| Nicholas Charles Petriello | Sawgrass Asset Management LLC other | Morgan Stanley wirehouse | Other | Dec 21, 2021 | Jan 4, 2022 |
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3 moves match.