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 Bitterroot 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 |
|---|---|---|---|---|---|
| Keith A Gertsen | Citigroup Global Markets Inc. BD affiliated | Bitterroot Capital Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2024 | May 22, 2026 (674 d) |
| Carl Wade Gardiner | Constancy Investors LLC unclassified | Bitterroot Capital Advisors LLC independent RIA | Other | Dec 31, 2018 | Oct 5, 2022 (1374 d) |
Page 1 of 1
2 moves match.