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 Hollencrest Capital Management

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
Zachary James StaggsHollencrest Capital Management independent RIAFarther independent RIARIA to RIAJul 17, 2026Jun 24, 2026
Sean Seung LeeHollencrest Capital Management independent RIAFarther independent RIARIA to RIAJul 17, 2026Jun 24, 2026
Shawn KimHollencrest Capital Management independent RIAManhattan West Asset Management, LLC independent RIARIA to RIAAug 8, 2025Aug 27, 2025
Michael Ashley SchulmanHollencrest Capital Management independent RIARunning Point Capital Advisors LLC independent RIARIA to RIAAug 6, 2019May 13, 2020 (281 d)
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4 moves match.