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 Derbend Asset Management

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
Emmett Barry BeardDerbend Asset Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 23, 2024May 21, 2024
Brian Mathew ChustzDerbend Asset Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 23, 2024Jun 21, 2024
Preston Cody SharpeDerbend Asset Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 23, 2024Jun 6, 2024
Nathan EllysonDerbend Asset Management independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 23, 2024Jun 24, 2024
Emmett Barry BeardDerbend Asset Management independent RIAChatham Partners, LLC unclassifiedOtherDec 31, 2005Jul 8, 2004
Samuel J. SweitzerDerbend Asset Management independent RIAAnson Analytics otherOtherDec 31, 2005May 11, 2004
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6 moves match.