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 Sightline Investments, 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
Ronald Eliot MadeySightline Investments, LLC otherWealthcare Capital Management LLC otherOtherMar 31, 2014Mar 27, 2014
Kevin Laurence LondonSightline Investments, LLC otherWealthcare Capital Management LLC independent RIAOtherMar 31, 2014Jun 4, 2019 (1891 d)
Kenneth David KideckelSightline Investments, LLC otherWealthcare Capital Management LLC otherOtherMar 31, 2014Mar 27, 2014
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3 moves match.