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 Relative Value 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
Ernest Lewis MacvicarRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Maury Leonard FertigRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Douglas Alfred CrimminsRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
David Aaron McgranahanRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Rebecca Ellen DeatonRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Gregory Kenneth NeerRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Ruth Fiorentino UressRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Catherine Cannon GoelRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Kathryn C. GlanzRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Brian Gerard CallahanRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Jeffrey Michael FosselmanRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Jennifer Marie DavisRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Quinn Patrick MartinRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Whitney Kathryn Spalding SpencerRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 1, 2024
Evan Jeffrey FerryRelative Value Partners, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAAug 14, 2024Aug 7, 2024
Page 1 of 1
15 moves match.