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 Ascent Systematic 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.

AdvisorFromToTypeLeftRegistered
Thomas Peter SchneiderAscent Systematic Advisors LLC state registeredDcm Advisors, LLC otherOtherSep 16, 2024Sep 11, 2026 (725 d)
Paul Gregory BabijAscent Systematic Advisors LLC state registeredSundial Wealth LLC independent RIAOtherApr 27, 2022Aug 4, 2025 (1195 d)
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2 moves match.