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 Cornerstone Investment Partners, 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
Taylor Michael FairmanWorthscape, LLC otherCornerstone Investment Partners, LLC otherOtherSep 4, 2012Aug 14, 2012
Justin Johnson ScottNeuberger Berman Bd LLC otherCornerstone Investment Partners, LLC otherOtherJul 24, 2012Jul 23, 2019 (2555 d)
Gerald P McgillCitigroup Global Markets Inc. otherCornerstone Investment Partners, LLC otherOtherApr 26, 2012Oct 22, 2012 (179 d)
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3 moves match.