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 Grange Capital, 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
Micah Feiner ChildGrange Capital, LLC otherSound Investment Management Inc otherOtherMar 7, 2018Feb 11, 2014
William F. Vipond Jr.Grange Capital, LLC otherViitae Capital Advisors, LLC unclassifiedOtherNov 19, 2013Jul 16, 2014 (239 d)
Derek Nels DukartGrange Capital, LLC otherPark Avenue Securities LLC otherOtherSep 21, 2012Oct 10, 2013 (384 d)
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3 moves match.