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 Kuhn Capital Partners
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 |
|---|---|---|---|---|---|
| Matthew David Anderson | Kuhn Capital Partners independent RIA | Altitude Capital Management LLC no RAUM | RIA to a newly registered adviser | Mar 6, 2024 | Mar 8, 2024 |
| Andrew Mitchel Kuhn | Kuhn Capital Partners independent RIA | Focused Compounding Capital Management, LLC state registered | RIA to a state-registered adviser | Oct 20, 2022 | Mar 4, 2020 |
| Geoffrey Gannon | Kuhn Capital Partners independent RIA | Focused Compounding Capital Management, LLC state registered | RIA to a state-registered adviser | Oct 20, 2022 | Mar 6, 2020 |
| Chano Jesse John Arellano | Kuhn Capital Partners independent RIA | Building Equities, LLC state registered | RIA to a state-registered adviser | Jul 6, 2021 | Jun 8, 2021 |
| Angelica Roxas | Kuhn Capital Partners independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Jan 4, 2019 | Jan 24, 2019 |
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5 moves match.