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 Bigsur Partners, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Rene Jesus Negron | Bigsur Partners, LLC independent RIA | Sierra Capital LLC independent RIA | RIA to RIA | Jun 23, 2026 | Sep 4, 2026 (73 d) |
| Elisha Kes | Bigsur Partners, LLC independent RIA | Element Pointe Family Office independent RIA | RIA to RIA | Aug 6, 2021 | Aug 25, 2021 |
| Enrique Viyella | Bigsur Partners, LLC independent RIA | Earthview Advisors LLC no RAUM | RIA to a newly registered adviser | Jun 7, 2021 | Aug 29, 2023 (813 d) |
| Felipe Andres Torres | Bigsur Partners, LLC independent RIA | Creand Management other | Other | Mar 12, 2021 | Sep 16, 2021 (188 d) |
| Leonidas Ortega Orus | Bigsur Partners, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jan 15, 2021 | Feb 16, 2021 (32 d) |
| John Richard Roesset | Bigsur Partners, LLC other | Greytown Advisors independent RIA | Other | Jun 28, 2019 | Nov 23, 2020 (514 d) |
| Gerhard Herrera-Pahl | Bigsur Partners, LLC other | Evolution Wealth Advisors, LLC independent RIA | Other | Dec 10, 2018 | Jun 17, 2019 (189 d) |
| Sebastian Rodrigo Gomez | Bigsur Partners, LLC other | Mariva Global Asset Management, LLC independent RIA | Other | May 24, 2017 | Oct 22, 2018 (516 d) |
| Benjamin Englert Hein | Bigsur Partners, LLC other | Ekanta Wealth Advisors LLC other | Other | Jul 7, 2016 | Mar 30, 2016 |
| Carlos Hollander | Bigsur Partners, LLC other | Hollander Asset Management LLC other | Other | Apr 6, 2009 | Jul 16, 2009 (101 d) |
| Vinicius Ribeiro | Bigsur Partners, LLC other | Hollander Asset Management LLC other | Other | Apr 6, 2009 | Jul 17, 2009 (102 d) |
Page 1 of 1
11 moves match.