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 Wedge Capital Management Llp
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 |
|---|---|---|---|---|---|
| Nicholas Eldridge | UBS Financial Services Inc. wirehouse | Wedge Capital Management Llp institutional | Other | Jan 16, 2025 | Apr 4, 2025 (78 d) |
| Donald Eric Cleven | Lmcg Investments, LLC other | Wedge Capital Management Llp other | Other | Oct 24, 2014 | Nov 20, 2014 |
| Chelsea Jean Charette | Lord, Abbett & Co. LLC other | Wedge Capital Management Llp institutional | Other | Nov 7, 2013 | Feb 13, 2020 (2289 d) |
| Orton Chen | Pinnacle Associates, Ltd. other | Wedge Capital Management Llp other | Other | Jun 11, 2009 | Oct 4, 2013 (1576 d) |
| Robert Theodore O'Dell | Ameriprise Financial Services, LLC national BD | Wedge Capital Management Llp institutional | Other | Sep 4, 2008 | Dec 6, 2023 (5571 d) |
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5 moves match.