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 Crew Capital Management, Ltd.
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 |
|---|---|---|---|---|---|
| Tyler M Almeida | Eudaimonia Partners, LLC independent RIA | Crew Capital Management, Ltd. independent RIA | RIA to RIA | Dec 8, 2021 | Jan 1, 2026 (1485 d) |
| Peter Paul Baden | F/M Investments LLC asset manager | Crew Capital Management, Ltd. independent RIA | Other | Jul 16, 2020 | Jul 17, 2020 |
| Rick Bell | F/M Investments LLC asset manager | Crew Capital Management, Ltd. independent RIA | Other | Jul 16, 2020 | Jul 22, 2020 |
| Matthew Ashley Swendiman | Knelman Asset Management Group, LLC other | Crew Capital Management, Ltd. independent RIA | Other | Oct 21, 2015 | Sep 11, 2015 |
| Kristine Sue O'Brien | Haberer Registered Investment Advisor Inc other | Crew Capital Management, Ltd. independent RIA | Other | Nov 21, 2011 | Sep 12, 2014 (1026 d) |
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5 moves match.