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 Microsigma 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.

AdvisorFromToTypeLeftRegistered
Flavio Nmi CarrilloMicrosigma Capital Management, LLC otherRaymond James & Associates, Inc. national BDOtherNov 13, 2018Mar 12, 2019 (119 d)
Ashley Marie KuljuMicrosigma Capital Management, LLC otherRose Capital Advisors, LLC independent RIAOtherNov 13, 2018Oct 16, 2018
Eduardo Fermin OrteaMicrosigma Capital Management, LLC otherMorgan Stanley wirehouseOtherOct 22, 2009Dec 16, 2009 (55 d)
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3 moves match.