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 Sepio Capital, LP

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
Elizabeth Ann MurrellSepio Capital, LP independent RIAIeq Capital, LLC independent RIARIA to RIANov 14, 2023Nov 16, 2023
Andrew K VenturiSepio Capital, LP independent RIAIeq Capital, LLC independent RIARIA to RIANov 14, 2023Nov 14, 2023
Benjamin P SteedSepio Capital, LP independent RIAIeq Capital, LLC independent RIARIA to RIANov 14, 2023Nov 28, 2023
Lauren Jane SercuSepio Capital, LP independent RIASorenson Impact Advisory no RAUMRIA to a newly registered adviserJun 24, 2022Jan 19, 2023 (209 d)
Autumn Joy AndersonSepio Capital, LP independent RIAJordan Park Group LLC independent RIARIA to RIAOct 30, 2019Nov 7, 2019
Izabel Esme ArnoldSepio Capital, LP independent RIAArnie Advisors LLC institutionalOtherOct 30, 2019Jan 1, 2026 (2255 d)
Alfred AldenSepio Capital, LP independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 16, 2018May 14, 2021 (1002 d)
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7 moves match.