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 Breen Investors 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 |
|---|---|---|---|---|---|
| Richard Cull | Breen Investors LP other | Old Beach Investment Advisors, LLC state registered | Other | Dec 31, 2025 | Dec 5, 2025 |
| Richard Cull | Breen Investors LP other | Sherpa Investment Services unclassified | Other | Dec 31, 2018 | Apr 18, 2013 |
| Cameron W Greenwood | Breen Investors LP other | Morgan Stanley wirehouse | Other | Oct 26, 2009 | Sep 30, 2009 |
| Jean Pierre Malo | Breen Investors LP other | Houston Global Investors, LLC unclassified | Other | Oct 14, 2008 | Nov 20, 2009 (402 d) |
Page 1 of 1
4 moves match.