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 S.B. Value Partners, L.P.
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 |
|---|---|---|---|---|---|
| Noah Clemence Intara | S.B. Value Partners, L.P. other | Multipolar Capital LLC state registered | Other | Jan 28, 2025 | Jul 15, 2026 (533 d) |
| Bradley Robert Yocum | S.B. Value Partners, L.P. other | Hartford Funds asset manager | Other | Sep 5, 2023 | Sep 8, 2023 |
| Larry Allen Anderson | S.B. Value Partners, L.P. other | Bok Financial Advisors BD affiliated | Other | Oct 5, 2022 | Oct 11, 2022 |
| Christopher Ryan Thompson | S.B. Value Partners, L.P. other | Charles Schwab & Co., Inc. national BD | Other | Jan 8, 2018 | Sep 4, 2018 (239 d) |
| Matthew Thomas Marcom | S.B. Value Partners, L.P. other | Next Financial Group, Inc. other | Other | Dec 31, 2006 | Dec 12, 2008 (712 d) |
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5 moves match.