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 Cpmg, Inc.

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 Earl BatemanCardinal Public Market Group, L.P. unclassifiedCpmg, Inc. otherOtherJun 21, 2006May 8, 2006
Antal Rohit DesaiCardinal Public Market Group, L.P. unclassifiedCpmg, Inc. otherOtherJun 21, 2006Jan 5, 2005
James William TraweekCardinal Public Market Group, L.P. unclassifiedCpmg, Inc. otherOtherJun 21, 2006Oct 5, 2004
Richard Kent McgaughyCardinal Public Market Group, L.P. unclassifiedCpmg, Inc. otherOtherJun 21, 2006Oct 5, 2004
John Alexander ShepardCardinal Public Market Group, L.P. unclassifiedCpmg, Inc. otherOtherJun 21, 2006Dec 9, 2005
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5 moves match.