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 Yogi Advisors, 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
Christopher Martin NiemczewskiYogi Advisors, LLC asset managerBushido Capital Partners LLC otherOtherDec 31, 2018Oct 2, 2009
Elise Jordan HoffmannYogi Advisors, LLC asset managerMarshfield Associates otherOtherDec 31, 2018Sep 17, 2009
Melissa VinickYogi Advisors, LLC asset managerMarshfield Associates otherOtherDec 31, 2018Sep 17, 2009
William Gilmore StottYogi Advisors, LLC asset managerBushido Capital Partners LLC otherOtherDec 31, 2018Oct 2, 2009
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4 moves match.