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 Cambiar Investors, 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
Clay Grant MitchellOld Mutual Capital otherCambiar Investors, LLC otherOtherJul 27, 2009Jun 23, 2011 (696 d)
Kevin Michael FitzpatrickCitigroup Global Markets Inc. otherCambiar Investors, LLC otherOtherMar 11, 2006Mar 13, 2007 (367 d)
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2 moves match.