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 Perigee Capital, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Michael Amar | Perigee Capital, LP asset manager | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Feb 2, 2005 | Mar 10, 2014 (3323 d) |
| David Rhynehardt Neubert | Perigee Capital, LP asset manager | Gfo Advisory Services, LLC other | Other | Oct 25, 2004 | Sep 30, 2004 |
Page 1 of 1
2 moves match.