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 Vantage Point Investments, Inc.
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 |
|---|---|---|---|---|---|
| Bodi Rhees Nageli | Vantage Point Investments, Inc. state registered | Vantage Point Management, Inc. state registered | Other | May 6, 2026 | May 7, 2026 |
| Tyler William Hansen | Vantage Point Investments, Inc. state registered | Sprout Advisers no RAUM | Other | Aug 7, 2018 | Aug 8, 2018 |
| Michael Dee Minnoch | Vantage Point Investments, Inc. state registered | Vantage Point Management, Inc. state registered | Other | May 5, 2017 | Jun 29, 2017 (55 d) |
| Paul Gordon Ewell | Vantage Point Investments, Inc. state registered | Lee Miles LLC state registered | Other | Aug 8, 2016 | Aug 25, 2016 |
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4 moves match.