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 Kenilworth 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
John Daniel HansenCantella & Co., Inc. otherKenilworth Asset Management, LLC otherOtherFeb 20, 2013May 21, 2013 (90 d)
Ronald Jay FoxRobert W. Baird & Co. Incorporated otherKenilworth Asset Management, LLC otherOtherDec 8, 2010Dec 22, 2010
Mark William KarstromNfsg Corporation otherKenilworth Asset Management, LLC otherOtherJul 28, 2010Jul 27, 2010
Richard Joseph CurleyChicago Investment Group, LLC unclassifiedKenilworth Asset Management, LLC otherOtherSep 4, 2009Jul 10, 2012 (1040 d)
Clayton Charles LawrieCompass Financial Advisors LLC otherKenilworth Asset Management, LLC otherOtherApr 2, 2008Dec 12, 2008 (254 d)
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5 moves match.