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 Fortune Partners Group 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
Ross Menachem KestinFortune Partners Group LLC independent RIAAliya Capital Partners LLC otherOtherMar 31, 2021Jan 30, 2026 (1766 d)
Guilherme Paussolo MedranoFortune Partners Group LLC independent RIAAliya Capital Partners LLC mixed wealthRIA to RIAMar 31, 2021Oct 7, 2022 (555 d)
Francisco BaixauliFortune Partners Group LLC mixed wealthAlliancebernstein L.P. otherOtherApr 24, 2020May 13, 2020
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3 moves match.