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 Octogone Na

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
Benjamin Englert HeinOctogone Na otherOac Capital Advisors LLC otherOtherAug 30, 2022Jun 21, 2022
Philip George HacklemanOctogone Na otherLion Capital Advisors LLC otherOtherAug 31, 2021Nov 5, 2021 (66 d)
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2 moves match.