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 Cgi Merchant 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
Marian Nmn StupkaCgi Merchant Partners, LLC no RAUMCgi Capital Management LLC unclassifiedOtherApr 24, 2017Jul 1, 2013
Shaabani A MunroCgi Merchant Partners, LLC no RAUMBrite Advisors USA, Inc. otherOtherSep 14, 2012Oct 18, 2012 (34 d)
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2 moves match.