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 Gilder Gagnon Howe & Co. 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Manan Amin | Gilder Gagnon Howe & Co. LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Feb 5, 2024 | Mar 8, 2024 (32 d) |
| Nicholas Luppo | Gilder Gagnon Howe & Co. LLC independent RIA | Cm Capital Partners state registered | RIA to a state-registered adviser | May 3, 2023 | Apr 28, 2025 (726 d) |
| Joseph Herrmann | Gilder Gagnon Howe & Co. LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2022 | Dec 2, 2022 (127 d) |
| Garrett Johnson | Gilder Gagnon Howe & Co. LLC independent RIA | Forge Global Advisors LLC asset manager | Other | Apr 8, 2022 | Jun 28, 2022 (81 d) |
| Liam Thomas Byrne | Gilder Gagnon Howe & Co. LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Nov 21, 2019 | Aug 7, 2020 (260 d) |
| Anthony Trevor Santoloci | Gilder Gagnon Howe & Co. LLC independent RIA | Shufro, Rose & Co., LLC independent RIA | RIA to RIA | Mar 5, 2019 | Mar 29, 2021 (755 d) |
| Kai Liu | Gilder Gagnon Howe & Co. LLC other | Neuberger Berman Bd LLC other | Other | Jan 14, 2015 | Feb 26, 2015 (43 d) |
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7 moves match.