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 Matterhorn 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 |
|---|---|---|---|---|---|
| Stefan Friederich Grater | Matterhorn Capital Management, LLC other | Ahern, Triem, Kirk & Grater, Llp unclassified | Other | Dec 27, 2016 | Jan 10, 2006 |
| Juan Antonio Landa | Matterhorn Capital Management, LLC other | Avalon Investment & Advisory other | Other | Dec 27, 2016 | Dec 26, 2016 |
| Charles Ferrell Hall | Matterhorn Capital Management, LLC other | Clear Rock Advisors, LLC no RAUM | Other | Feb 1, 2016 | Feb 19, 2016 |
| William Tennyson Sanders | Matterhorn Capital Management, LLC other | Clear Rock Advisors, LLC no RAUM | Other | Dec 21, 2015 | Feb 19, 2016 (60 d) |
| Omar Akhil | Matterhorn Capital Management, LLC other | Vaulkshire Investment Advisors state registered | Other | Jun 15, 2015 | Jun 23, 2015 |
| Jeffrey Powell Bailey | Matterhorn Capital Management, LLC other | J.P. Morgan Securities LLC wirehouse | Other | May 16, 2013 | Mar 27, 2024 (3968 d) |
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6 moves match.