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 Barksdale Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stephen Zurlo | Alliancebernstein L.P. asset manager | Barksdale Investment Management institutional | Other | Jan 30, 2024 | Mar 15, 2024 (45 d) |
| James Francis Murphy | J.J.B. Hilliard, W.L. Lyons, LLC independent RIA | Barksdale Investment Management institutional | Other | Apr 8, 2019 | Feb 25, 2026 (2515 d) |
| Ronald Dow Partain | Consulting Services Group, LLC other | Barksdale Investment Management institutional | Other | Sep 13, 2010 | Mar 19, 2019 (3109 d) |
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3 moves match.