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 Diamond Hill 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Stephen Mccarry | Chandler Asset Management Inc institutional | Diamond Hill Capital Management, LLC asset manager | Other | Sep 5, 2024 | Feb 18, 2025 (166 d) |
| Mark A. Theado | J.P. Morgan Securities LLC wirehouse | Diamond Hill Capital Management, LLC asset manager | Other | Nov 16, 2021 | Apr 20, 2022 (155 d) |
| Patrick Daniel Trencansky | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Diamond Hill Capital Management, LLC asset manager | Other | Apr 5, 2018 | Nov 18, 2019 (592 d) |
| Jo Ann Quinif | Ariel Investments, LLC other | Diamond Hill Capital Management, LLC asset manager | Other | Jan 25, 2008 | Oct 31, 2019 (4297 d) |
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4 moves match.