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 Lone Peak Capital Management, 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 |
|---|---|---|---|---|---|
| David William James | Lone Peak Capital Management, LLC state registered | Lone Peak Advisers independent RIA | Other | Mar 23, 2021 | Sep 20, 2018 |
| Travis John Hudak | Lone Peak Capital Management, LLC state registered | Lone Peak Advisers independent RIA | Other | Mar 23, 2021 | Dec 20, 2018 |
| Michael Phillip Owen | Lone Peak Capital Management, LLC state registered | Lpg Capital Management state registered | Other | Jul 31, 2018 | Aug 1, 2018 |
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3 moves match.