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 Bluepointe 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
Laura Joan BravermanBluepointe Capital Management, LLC independent RIALido independent RIARIA to RIAJun 6, 2025May 31, 2025
Sanjeev SardanaBluepointe Capital Management, LLC independent RIALido independent RIARIA to RIAJun 6, 2025Jun 3, 2025
Janice Mitsuko OsugiBluepointe Capital Management, LLC independent RIALido independent RIARIA to RIAJun 6, 2025Jun 3, 2025
Christian Samuel TiscarenoBluepointe Capital Management, LLC independent RIALido independent RIARIA to RIAJun 6, 2025Jun 3, 2025
Ashish Paresh PatelBluepointe Capital Management, LLC independent RIALido independent RIARIA to RIAJun 6, 2025Jun 3, 2025
Smriti DhallBluepointe Capital Management, LLC otherPeninsula Wealth, LLC otherOtherApr 1, 2013Oct 18, 2013 (200 d)
Kavi Singh VirkBluepointe Capital Management, LLC otherEagle Strategies LLC BD affiliatedOtherJan 17, 2012Jun 18, 2020 (3075 d)
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7 moves match.