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 Shade Tree Advisors 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 |
|---|---|---|---|---|---|
| Nicholas Anthony Colangelo | Shade Tree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Mar 18, 2026 | Apr 7, 2026 |
| Timothy Charles Macherone | Shade Tree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 29, 2025 | Oct 14, 2025 (77 d) |
| Mark Stephen Pelersi | Shade Tree Advisors LLC independent RIA | Rockefeller Capital Management BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2022 | Dec 9, 2022 |
| Heather Fox | Shade Tree Advisors LLC independent RIA | Nye Street Partners LLC state registered | RIA to a state-registered adviser | Aug 19, 2021 | Sep 15, 2021 |
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4 moves match.