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 Manchester Capital 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.

AdvisorFromToTypeLeftRegistered
Susan Warren SofronasGeller Advisors LLC independent RIAManchester Capital Management LLC independent RIARIA to RIAMar 27, 2023Nov 21, 2024 (605 d)
Philip Todd KirshmanSyntrinsic Investment Counsel, LLC. otherManchester Capital Management LLC independent RIAOtherSep 23, 2021Nov 10, 2021 (48 d)
Brett Alan CroftFidelity Personal And Workplace Advisors BD affiliatedManchester Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 28, 2021Sep 10, 2021 (105 d)
Keith Nmn ChoTruist Advisory Services, Inc. BD affiliatedManchester Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2019Jun 6, 2019 (45 d)
Jonathan Daniel CaprilliMercer Global Advisors Inc. otherManchester Capital Management LLC otherOtherSep 5, 2017Nov 16, 2017 (72 d)
Frederick W L HinkleyAlta Core unclassifiedManchester Capital Management LLC otherOtherMar 31, 2017Nov 16, 2017 (230 d)
Cory James BoggsRBC Securities, Inc. otherManchester Capital Management LLC otherOtherMar 3, 2017Nov 20, 2017 (262 d)
Gary Keith DorfmanCitigroup Global Markets Inc. otherManchester Capital Management LLC otherOtherAug 8, 2005Sep 22, 2008 (1141 d)
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8 moves match.