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 Boston Family Office LLC
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 |
|---|---|---|---|---|---|
| Romahlo Ivan Wilson | Acm Capital Management, LLC unclassified | Boston Family Office LLC independent RIA | Other | Oct 29, 2025 | Nov 5, 2025 |
| George Putnam | New Generation Advisors, LLC asset manager | Boston Family Office LLC other | Other | Mar 9, 2023 | Sep 30, 1996 |
| Dylan Chamberlaine Brix | Reynders, Mcveigh Capital Management, LLC independent RIA | Boston Family Office LLC independent RIA | RIA to RIA | Sep 10, 2020 | Oct 6, 2020 |
| Michael Joseph Dorsey | Steward Partners Investment Advisory, LLC independent RIA | Boston Family Office LLC independent RIA | RIA to RIA | Aug 21, 2020 | Sep 29, 2020 (39 d) |
| Peder Christian Johnson | Roxiticus Partners LLC unclassified | Boston Family Office LLC other | Other | Mar 29, 2016 | Dec 8, 2017 (619 d) |
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5 moves match.