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 Hilton Capital Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Patrick Vincent Carroll | John Hancock Investment Management LLC asset manager | Hilton Capital Management, LLC mixed wealth | Other | Apr 11, 2022 | Apr 13, 2022 |
| Hugh S Ansty | Blackrock Investment Management, LLC other | Hilton Capital Management, LLC mixed wealth | Other | Mar 17, 2022 | Apr 20, 2022 (34 d) |
| Thomas Barry Maher | Lord, Abbett & Co. LLC asset manager | Hilton Capital Management, LLC independent RIA | Other | Jan 2, 2019 | Jan 29, 2019 |
| Katherine Jeanette Cathcart | Logan Capital Management, Inc. mixed wealth | Hilton Capital Management, LLC independent RIA | RIA to RIA | Jul 11, 2018 | Sep 5, 2018 (56 d) |
| Timothy Reilly | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Hilton Capital Management, LLC mixed wealth | Wirehouse to independent RIA | Apr 25, 2016 | Jul 13, 2021 (1905 d) |
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5 moves match.