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 Atalanta Sosnoff 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.

AdvisorFromToTypeLeftRegistered
Donn Michael GoodmanAtalanta Sosnoff Management, LLC otherMarket Gauge Asset Management state registeredOtherJan 25, 2022Jun 27, 2022 (153 d)
Joseph Victor SileoAtalanta Sosnoff Management, LLC otherAtalanta Sosnoff Capital, LLC otherOtherMar 31, 2011Jul 11, 2008
Richard MarescaAtalanta Sosnoff Management, LLC otherAtalanta Sosnoff Capital, LLC otherOtherMar 31, 2011Jul 23, 2008
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3 moves match.