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 Brightside Partners

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
Pace Roy KessenichBrightside Partners independent RIAPitcairn independent RIARIA to RIAMar 27, 2025Apr 4, 2025
Justin C. BakewellBrightside Partners independent RIAPitcairn independent RIARIA to RIAMar 6, 2025Mar 20, 2025
Abigail Caso HolmesBrightside Partners independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 17, 2024Aug 27, 2024 (71 d)
Lauren Poe WatsonBrightside Partners independent RIACresset Asset Management, LLC independent RIARIA to RIAApr 29, 2024Jun 20, 2024 (52 d)
Page 1 of 1
4 moves match.