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

Arrivals at Edge Asset Management, 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
Egor Nickolaevich RybakovPacific Income Advisers Inc otherEdge Asset Management, Inc. otherOtherMar 14, 2011Jan 12, 2011
Bradley Nelson StewartD.A. Davidson & Co. otherEdge Asset Management, Inc. otherOtherFeb 14, 2005Mar 29, 2005 (43 d)
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2 moves match.