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 Portola 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
April Michelle SullivanPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Steven Robinson RehmusPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Zachary Aaron HerlickPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Justin Rodman MandlyPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Kc Richard CorkeryPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Jeffrey Nmn LinPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Andrew Ferris BoothePortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Catherine Ann PittsPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Andrew Duncan PorterPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Matthew Jordan SantosPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Aug 13, 2025 (866 d)
Sean Robert WalpertPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Emily Nicole WiserPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Owen David RosebeckPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Connor John LightfieldPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Danning ZhaoPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Jonathan Smith RushtonPortola Partners independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 20, 2023
Gustavo Pires De Oliveira DiasPortola Partners independent RIAIeq Capital, LLC independent RIARIA to RIAApr 23, 2021Aug 10, 2022 (474 d)
Brianna Marie MariollePortola Partners independent RIAIeq Capital, LLC independent RIARIA to RIAMar 12, 2021Mar 18, 2021
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18 moves match.