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 Northroad Capital 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 |
|---|---|---|---|---|---|
| Robert Pattridge Morgenthau | Northroad Capital Management LLC other | Cannell & Spears LLC independent RIA | Other | Sep 30, 2016 | Jul 18, 2021 (1752 d) |
| Robin Chorone Roquitte | Northroad Capital Management LLC other | Ecio, Inc. institutional | Other | Sep 30, 2016 | Apr 24, 2019 (936 d) |
| Courtney Liebig Dean | Northroad Capital Management LLC other | Hansberger Growth Investors, LP other | Other | Sep 30, 2016 | Aug 1, 2014 |
| Steven Allan Carl | Northroad Capital Management LLC other | Madison Investment Advisors, LLC mixed wealth | Other | Sep 30, 2016 | Oct 12, 2021 (1838 d) |
| Carol Jean Vander Sluis | Northroad Capital Management LLC other | Northcoast Asset Management LLC independent RIA | Other | Jan 12, 2016 | Jun 2, 2021 (1968 d) |
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5 moves match.