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 Hillview Capital Advisors, 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 |
|---|---|---|---|---|---|
| Dilan Austin Kluge | Valley Forge Investment Consultants, Inc. other | Hillview Capital Advisors, LLC other | Other | Jan 2, 2018 | Feb 21, 2018 (50 d) |
| Glen D Macdonald | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Hillview Capital Advisors, LLC other | Other | Apr 16, 2013 | Jul 2, 2013 (77 d) |
| Christina Marie Lauria Gutt | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Hillview Capital Advisors, LLC other | Other | Oct 16, 2012 | Dec 7, 2012 (52 d) |
| Catherine Theresa Reese | Nuveen Asset Management, LLC other | Hillview Capital Advisors, LLC other | Other | Jan 12, 2012 | Sep 21, 2012 (253 d) |
| Aviva Shrock Pinto | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Hillview Capital Advisors, LLC other | Other | Dec 8, 2009 | Mar 2, 2010 (84 d) |
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5 moves match.