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 Napatree Capital 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 |
|---|---|---|---|---|---|
| Matthew Russell Landon | Napatree Capital LLC independent RIA | Bradley Foster & Sargent Inc independent RIA | RIA to RIA | Jul 20, 2026 | May 23, 2025 |
| Jeffrey Michael Liguori | Napatree Capital LLC independent RIA | Bradley Foster & Sargent Inc independent RIA | RIA to RIA | Jul 20, 2026 | May 23, 2025 |
| Michael Dominick Moses | Napatree Capital LLC independent RIA | Bradley Foster & Sargent Inc independent RIA | RIA to RIA | May 13, 2025 | May 20, 2025 |
| Aaron Michael Simmons | Napatree Capital LLC independent RIA | Bradley Foster & Sargent Inc independent RIA | RIA to RIA | May 13, 2025 | May 20, 2025 |
| James Maynard | Napatree Capital LLC independent RIA | Washington Trust Advisors independent RIA | RIA to RIA | Jan 28, 2025 | Feb 26, 2025 |
| Jacqueline Steczkowski | Napatree Capital LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 12, 2024 | Dec 12, 2024 |
| Robert Harvard Kinnie | Napatree Capital LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | May 7, 2024 | Apr 25, 2024 |
| Peter Joseph Miniati | Napatree Capital LLC independent RIA | F L Putnam Investment Management Co. independent RIA | RIA to RIA | Mar 19, 2020 | Apr 3, 2020 |
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8 moves match.