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 Astor Asset 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.

AdvisorFromToTypeLeftRegistered
Garrett William KelleyWaddell & Reed otherAstor Asset Management LLC otherOtherNov 9, 2012Mar 8, 2013 (119 d)
Jason Scott SwedoFirst Trust Advisors LP otherAstor Asset Management LLC otherOtherMay 10, 2012Jun 7, 2012
Dennis Loyd EngelIcon Advisers, Inc. otherAstor Asset Management LLC otherOtherMar 16, 2012Mar 16, 2012
Jonathon Thomas DigiovanniMorgan Stanley wirehouseAstor Asset Management LLC otherOtherAug 17, 2011Apr 3, 2013 (595 d)
Terrence Patrick GearyUBS Financial Services Inc. wirehouseAstor Asset Management LLC otherOtherJun 12, 2009Aug 20, 2009 (69 d)
Michael T SheridanNew York Life Investment Management LLC otherAstor Asset Management LLC otherOtherJul 18, 2007Sep 6, 2012 (1877 d)
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6 moves match.