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.H. Capital Management Corp.

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
Daniel CucuiatS.H. Capital Management Corp. state registeredSignature Resources Capital Management, LLC otherOtherMay 9, 2016Jun 16, 2016 (38 d)
John Joseph HeckS.H. Capital Management Corp. state registeredAdagio Capital Advisors, Inc unclassifiedOtherJan 28, 2010Apr 27, 2010 (89 d)
Page 1 of 1
2 moves match.