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 361 Capital 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 |
|---|---|---|---|---|---|
| Mark Frederick Jaeger | Brc Investment Management, LLC other | 361 Capital LLC other | Other | Dec 13, 2016 | May 2, 2017 (140 d) |
| Matthew Joseph Cawley | Curian Capital, LLC other | 361 Capital LLC other | Other | Mar 27, 2015 | Oct 6, 2016 (559 d) |
| Clifford William Stanton | Envestnet Pmc other | 361 Capital LLC other | Other | Nov 1, 2013 | Jan 26, 2015 (451 d) |
| Joel Aaron Schiffman | Citigroup Global Markets Inc. other | 361 Capital LLC other | Other | Nov 13, 2003 | Jan 16, 2004 (64 d) |
| Chad Jeffrey Greenberg | Transitions Wealth Management, LLC other | 361 Capital LLC other | Other | Aug 16, 2002 | May 21, 2010 (2835 d) |
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5 moves match.