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 Stralem & Co Inc

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
Andrea Baumann LustigStralem & Co Inc otherHightower Advisors, LLC BD affiliatedOtherDec 31, 2005Mar 15, 2021 (5553 d)
Hirschel Bressler AbelsonStralem & Co Inc otherHightower Advisors, LLC BD affiliatedOtherDec 16, 2005Mar 15, 2021 (5568 d)
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2 moves match.