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 Cypress Creek Partners

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
Gregory Allen ReidHightower Private Client independent RIACypress Creek Partners asset managerOtherJul 26, 2018Aug 23, 2018
Fred Leckie WilliamsSalient Advisors, L.P. otherCypress Creek Partners otherOtherOct 10, 2017Jun 4, 2009
J Matthew NewtownSalient Advisors, L.P. otherCypress Creek Partners otherOtherOct 10, 2017May 23, 2006
Stephen Dewalch StrakeSalient Advisors, L.P. otherCypress Creek Partners otherOtherOct 10, 2017May 23, 2006
Michelle Cisneros RuchIntegrity Capital, LLC otherCypress Creek Partners otherOtherOct 27, 2015Jul 18, 2011
William Robinson WagnerIntegrity Capital, LLC otherCypress Creek Partners otherOtherOct 27, 2015May 13, 2013
Arthur Haag ShermanSalient Advisors, L.P. otherCypress Creek Partners otherOtherApr 8, 2015Jan 15, 2004
John BabnikSalient Advisors, L.P. otherCypress Creek Partners otherOtherNov 14, 2011Feb 2, 2011
William Kane EnszerGhe Advisers, L.P. otherCypress Creek Partners otherOtherOct 5, 2011Jun 24, 2010
John Eric CaseyUBS Asset Management (Americas) LLC otherCypress Creek Partners otherOtherFeb 1, 2011Feb 2, 2011
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10 moves match.