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 Weitz Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ryan Tanner Holloman | Tortoiseecofin Investments Partners, LLC no RAUM | Weitz Investment Management, Inc. asset manager | Other | Jan 3, 2023 | Jan 23, 2023 |
| Giuseppe Merlo | Wbi Investments, LLC independent RIA | Weitz Investment Management, Inc. asset manager | Other | Apr 27, 2020 | Apr 8, 2021 (346 d) |
| Jessica Joan Nagengast | Cwm, LLC other | Weitz Investment Management, Inc. other | Other | Dec 24, 2013 | Mar 30, 2017 (1192 d) |
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3 moves match.