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 Easterly Funds 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
James Alexander MilroyEasterly Funds LLC asset managerPerspective Wealth Advisors independent RIAOtherMar 26, 2024May 28, 2025 (428 d)
Elizabeth AnthEasterly Funds LLC asset managerPrimark Advisors, LLC asset managerOtherJan 5, 2022Mar 25, 2022 (79 d)
Kevin William CampbellEasterly Funds LLC asset managerGlobal Financial Private Capital, Inc. otherOtherApr 8, 2021Nov 18, 2016
Matthew A KruegerEasterly Funds LLC asset managerDarwin Wealth Management independent RIAOtherOct 1, 2020Sep 14, 2022 (713 d)
Brenda Jeanne OlearyEasterly Funds LLC asset managerGenter Capital Management independent RIAOtherSep 24, 2020Aug 25, 2026 (2161 d)
Conan PorterEasterly Funds LLC asset managerCharles Schwab & Co., Inc. national BDOtherMay 3, 2019Aug 24, 2021 (844 d)
Daniel Winston MaurerEasterly Funds LLC asset managerDwm Family Wealth state registeredOtherMar 18, 2019Mar 28, 2019
Peter Allan SykesEasterly Funds LLC otherAristotle Capital Management, LLC otherOtherMar 13, 2018Apr 13, 2018 (31 d)
Bradford D. CookEasterly Funds LLC otherGlobal Financial Private Capital, Inc. otherOtherOct 25, 2017Dec 2, 2016
Peter Allan SykesEasterly Funds LLC otherGlobal Financial Private Capital, Inc. otherOtherSep 27, 2017Nov 18, 2016
Kezia SamuelEasterly Funds LLC otherGlobal Financial Private Capital, Inc. otherOtherJun 22, 2017Jul 5, 2017
Christopher Paul RandalEasterly Funds LLC otherGlobal Financial Private Capital, Inc. otherOtherMar 24, 2017Nov 30, 2016
Alexander Kane AssafEasterly Funds LLC otherRaymond James Financial Services Advisors, Inc otherOtherJun 30, 2016Aug 2, 2017 (398 d)
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13 moves match.