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 Syntrinsic 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
James Alan BrauerSyntrinsic LLC otherIma Advisory Services, Inc. mixed wealthOtherJan 3, 2025Jan 2, 2025
Benjamin Howard Valore-CaplanSyntrinsic LLC otherIma Advisory Services, Inc. mixed wealthOtherJan 3, 2025Jan 2, 2025
Akasha Ngina AbsherSyntrinsic LLC otherIma Advisory Services, Inc. mixed wealthOtherJan 3, 2025Jan 2, 2025
Anna Sergeeva TodorovaSyntrinsic LLC otherIma Advisory Services, Inc. mixed wealthOtherJan 3, 2025Jan 2, 2025
Lynsey GoldsteinSyntrinsic LLC otherIma Advisory Services, Inc. mixed wealthOtherJan 3, 2025Jan 2, 2025
Paige Maria BoumaSyntrinsic LLC otherIma Advisory Services, Inc. mixed wealthOtherJan 3, 2025Jan 2, 2025
Dat Van LeSyntrinsic LLC otherIma Advisory Services, Inc. mixed wealthOtherJan 3, 2025Jan 2, 2025
Alexandre Joseph DuperretSyntrinsic LLC otherIma Advisory Services, Inc. mixed wealthOtherJan 3, 2025Jan 2, 2025
Zoe Elizabeth MooreSyntrinsic LLC otherIma Advisory Services, Inc. mixed wealthOtherJan 3, 2025Jan 2, 2025
Eric Peart BurtonSyntrinsic LLC otherSummit Global Investments, LLC mixed wealthOtherMar 21, 2024Apr 2, 2024
Efrata Dawit KiroseSyntrinsic LLC otherAlign Impact, LLC independent RIAOtherJan 10, 2024Sep 17, 2025 (616 d)
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11 moves match.