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 Glenmede Investment Management, 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
Michael Raymond GooldSei Investments Management Corp otherGlenmede Investment Management, LP otherOtherNov 6, 2013Dec 5, 2013
Jason Douglas PrideHaverford Financial Services, Inc. otherGlenmede Investment Management, LP otherOtherNov 30, 2009Jan 11, 2010 (42 d)
Geoffrey Joseph DeaseyAndres Capital Management,LLC unclassifiedGlenmede Investment Management, LP otherOtherApr 29, 2004Mar 20, 2007 (1055 d)
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3 moves match.