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 Belle Haven Investments, L.P.

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
Jack Anthony RiinaBelle Haven Investments, L.P. independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAApr 30, 2026May 5, 2026
Matthew John StevensBelle Haven Investments, L.P. independent RIANew Age Alpha asset managerOtherFeb 10, 2021Jun 20, 2021 (130 d)
Frank Anthony Delli CarpiniBelle Haven Investments, L.P. otherUBS Financial Services Inc. wirehouseOtherFeb 12, 2008Mar 5, 2009 (387 d)
Michael Paddington NorrisBelle Haven Investments, L.P. otherOppenheimer & Co. Inc. otherOtherFeb 23, 2007Feb 23, 2007
Steven Mark ErenfrydBelle Haven Investments, L.P. otherOppenheimer & Co. Inc. otherOtherFeb 15, 2007Feb 16, 2007
Todd Andrew StankiewiczBelle Haven Investments, L.P. otherCitigroup Global Markets Inc. otherOtherDec 7, 2005Dec 12, 2005
Richard James BellBelle Haven Investments, L.P. otherSearle & Co. otherOtherOct 25, 2005Oct 5, 2005
Michael Devlaming FlinnBelle Haven Investments, L.P. otherEagle Strategies LLC BD affiliatedOtherJul 6, 2004Aug 15, 2025 (7710 d)
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8 moves match.