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 Pear Tree Partners, LP
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 |
|---|---|---|---|---|---|
| Caleb Christian Powers | Pear Tree Partners, LP asset manager | U. S. Boston Capital Corporation independent RIA | Other | Sep 18, 2025 | Jun 9, 2026 (264 d) |
| Alina Monisov | Pear Tree Partners, LP asset manager | U. S. Boston Capital Corporation independent RIA | Other | Sep 18, 2025 | May 28, 2026 (252 d) |
| John Drew Mcclellan | Pear Tree Partners, LP asset manager | U. S. Boston Capital Corporation no RAUM | Other | Sep 18, 2025 | May 15, 2024 |
| Christopher Michael Cogliano | Pear Tree Partners, LP asset manager | Shepherd Financial Partners, LLC independent RIA | Other | Jan 18, 2023 | Jul 17, 2024 (546 d) |
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4 moves match.