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 Gci Investors

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
Roberto SanchezTitleist Capital, LLC independent RIAGci Investors otherOtherMar 31, 2020Sep 5, 2020 (158 d)
Samir SinhaPalantir Capital Management, Ltd. otherGci Investors otherOtherJan 23, 2009May 15, 2012 (1208 d)
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2 moves match.