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 Texan Capital

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
Michael Eugene RomeBridgeway Capital Management, LLC otherTexan Capital otherOtherMay 9, 2013Aug 30, 2013 (113 d)
Burton James WillinghamWillingham Asset Management Inc unclassifiedTexan Capital otherOtherMar 10, 2008Jan 18, 2008
Frank Mcreynolds WozencraftTexan Capital Group, Inc. unclassifiedTexan Capital otherOtherDec 31, 2005Jun 18, 2001
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3 moves match.