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 Northroad 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 |
|---|---|---|---|---|---|
| Courtney Liebig Dean | Madison Investment Advisors, LLC mixed wealth | Northroad Capital Management LLC other | Other | Nov 17, 2020 | Jul 1, 2013 |
| Robin Chorone Roquitte | Madison Investment Advisors, LLC mixed wealth | Northroad Capital Management LLC other | Other | Nov 13, 2019 | Jul 1, 2013 |
| Carol Jean Vander Sluis | Madison Investment Advisors, LLC other | Northroad Capital Management LLC other | Other | Nov 16, 2016 | Jul 1, 2013 |
| Steven Allan Carl | Madison Investment Holdings, Inc no RAUM | Northroad Capital Management LLC other | Other | Dec 31, 2011 | Jul 1, 2013 (548 d) |
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4 moves match.