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 Chesme Capital Management
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 |
|---|---|---|---|---|---|
| David Claude Roberts | Investment Solutions Advisors LLC unclassified | Chesme Capital Management other | Other | Sep 16, 2015 | Sep 7, 2012 |
| James Robert Klomparens | Stancorp Investment Advisers, Inc. other | Chesme Capital Management other | Other | Feb 7, 2008 | Oct 8, 2010 (974 d) |
| Carla Marie Dells | Wells Fargo Advisors wirehouse | Chesme Capital Management other | Other | Jan 30, 2007 | Oct 8, 2010 (1347 d) |
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3 moves match.