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 Goldman Sachs Asset Management, L.P.

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
Carmina Victoria LongEllevest independent RIAGoldman Sachs Asset Management, L.P. otherOtherJul 27, 2022Dec 14, 2023 (505 d)
Ralph William LettieriGoldman Sachs & Co. LLC wirehouseGoldman Sachs Asset Management, L.P. otherOtherNov 13, 2015Jul 24, 2003
Christopher Robert ZiembaGoldman Sachs & Co. LLC wirehouseGoldman Sachs Asset Management, L.P. otherOtherSep 24, 2010Aug 27, 2003
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3 moves match.