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 Innovatum Capital 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.

AdvisorFromToTypeLeftRegistered
Robert William SilvernailInnovatum Capital Partners, LLC otherHutchison Road Partners, LLC state registeredOtherDec 31, 2014Apr 7, 2025 (3750 d)
Matthew Michael MelendezInnovatum Capital Partners, LLC otherCapital Synergy Partners independent RIAOtherFeb 20, 2014Aug 29, 2019 (2016 d)
Anthony Christopher RossiInnovatum Capital Partners, LLC otherCapital Synergy Partners independent RIAOtherFeb 20, 2014May 21, 2014 (90 d)
Jonathon Paul SoucierInnovatum Capital Partners, LLC otherCapital Synergy Partners independent RIAOtherFeb 20, 2014Oct 25, 2012
Page 1 of 1
4 moves match.