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 Capital Ideas
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 |
|---|---|---|---|---|---|
| John David Edwards | Calydon Capital, LLC independent RIA | Capital Ideas independent RIA | RIA to RIA | Oct 23, 2024 | Apr 22, 2024 |
| James David Jacobson | Strategic Portfolio Managers independent RIA | Capital Ideas independent RIA | RIA to RIA | Dec 31, 2023 | Nov 9, 2023 |
| Andrew Peter Kerai | Rivernorth Capital Management, LLC asset manager | Capital Ideas independent RIA | Other | Jan 5, 2022 | Jan 19, 2022 |
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3 moves match.