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 Chesapeake Asset Management 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 |
|---|---|---|---|---|---|
| Alex Gregory Goldstein | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Chesapeake Asset Management LLC independent RIA | Wirehouse to independent RIA | Jun 6, 2023 | Jun 5, 2023 |
| Jesse David Christensen | Cherry Lane Capital LLC unclassified | Chesapeake Asset Management LLC mixed wealth | Other | Apr 27, 2022 | Apr 14, 2022 |
| Ryan Adam Berman | Cherry Lane Capital LLC unclassified | Chesapeake Asset Management LLC mixed wealth | Other | Apr 25, 2022 | Apr 14, 2022 |
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3 moves match.