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 Dillon Capital Management

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
Connor James McnicholasDillon Capital Management state registeredPoxono Capital state registeredOtherMay 21, 2024Jun 11, 2024
Robert Keith LuteyDillon Capital Management state registeredRational Capital Advisors LLC state registeredOtherDec 9, 2022Oct 26, 2022
Yvonne FuDillon Capital Management state registeredRational Capital Advisors LLC state registeredOtherDec 9, 2022Oct 26, 2022
Geoffrey Joseph DeaseyDillon Capital Management state registeredWest Chester Asset Management, Inc. no RAUMOtherDec 31, 2017Sep 11, 2014
Yvonne FuDillon Capital Management state registeredRed Brick Road Capital LLC unclassifiedOtherApr 13, 2017Mar 8, 2018 (329 d)
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5 moves match.