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 Grandeur Peak Global Advisors

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
Conner Douglas WhippleGrandeur Peak Global Advisors asset managerTingey Advisors Inc independent RIAOtherAug 15, 2025Sep 30, 2025 (46 d)
Mark Spencer MadsenGrandeur Peak Global Advisors asset managerWasatch Advisors LP asset managerOtherFeb 25, 2025Jul 14, 2025 (139 d)
Stuart Patrick RigbyGrandeur Peak Global Advisors asset managerWasatch Advisors LP asset managerOtherJul 28, 2023Jun 18, 2024 (326 d)
Mark Robert SiddowayGrandeur Peak Global Advisors asset managerCynosure Group, LLC asset managerOtherSep 14, 2022Sep 19, 2022
Spencer Paul StewartGrandeur Peak Global Advisors otherSeven Canyons Advisors, LLC asset managerOtherMar 17, 2017Dec 6, 2017 (264 d)
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5 moves match.