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 Crow Holdings Capital
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 |
|---|---|---|---|---|---|
| Allison K Flume | Crow Holdings Capital asset manager | Angeles Family Office independent RIA | Other | Nov 11, 2019 | Jun 15, 2026 (2408 d) |
| Tyler Shane Bethea | Crow Holdings Capital asset manager | Cresset Asset Management, LLC independent RIA | Other | Nov 11, 2019 | Feb 19, 2025 (1927 d) |
| Braden Ryan Cole | Crow Holdings Capital asset manager | True North Advisors, LLC independent RIA | Other | Nov 11, 2019 | Jun 14, 2022 (946 d) |
| Michael Richard Silverman | Crow Holdings Capital asset manager | Cresset Asset Management, LLC independent RIA | Other | Nov 11, 2019 | Feb 20, 2025 (1928 d) |
| Matthew Robert Ogle | Crow Holdings Capital other | Phoenix Capital Realty Advisors, LLC asset manager | Other | Mar 21, 2017 | May 10, 2018 (415 d) |
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5 moves match.