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 Wasatch Advisors LP

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
Mark Spencer MadsenGrandeur Peak Global Advisors asset managerWasatch Advisors LP asset managerOtherFeb 25, 2025Jul 14, 2025 (139 d)
Eugene RobinBird Dog Capital unclassifiedWasatch Advisors LP asset managerOtherAug 4, 2023Jun 23, 2025 (689 d)
Stuart Patrick RigbyGrandeur Peak Global Advisors asset managerWasatch Advisors LP asset managerOtherJul 28, 2023Jun 18, 2024 (326 d)
Travis Jon TuckerStrategic Advisers LLC national BDWasatch Advisors LP otherOtherOct 7, 2016Dec 21, 2017 (440 d)
Kenneth Palmer ApplegatePacific View Asset Management, LLC otherWasatch Advisors LP asset managerOtherMay 1, 2014Aug 22, 2018 (1574 d)
Lakshmanan VenkitaramanCupps Capital Management, LLC otherWasatch Advisors LP asset managerOtherNov 14, 2013Jun 23, 2025 (4239 d)
Andrew William MorinJ.P. Morgan Securities LLC wirehouseWasatch Advisors LP otherOtherOct 1, 2013Feb 11, 2014 (133 d)
Derrick Dion TzauWhv Investments, Inc. otherWasatch Advisors LP asset managerOtherJan 25, 2012Nov 30, 2022 (3962 d)
David Emmett CorbettUBS Financial Services Inc. wirehouseWasatch Advisors LP otherOtherApr 2, 2003Mar 16, 2004 (349 d)
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9 moves match.