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 Matterhorn Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Omar Akhil | Tpb Wealth Advisors, LLC other | Matterhorn Capital Management, LLC other | Other | Sep 23, 2013 | Mar 27, 2014 (185 d) |
| Juan Antonio Landa | South Texas Money Management, Ltd. other | Matterhorn Capital Management, LLC other | Other | Mar 4, 2005 | Feb 8, 2005 |
| William Tennyson Sanders | Bny Mellon Advisors, Inc. other | Matterhorn Capital Management, LLC other | Other | Mar 2, 2004 | Apr 22, 2015 (4068 d) |
| Stefan Friederich Grater | South Texas Money Management, Ltd. other | Matterhorn Capital Management, LLC other | Other | Dec 16, 2003 | Nov 3, 2005 (688 d) |
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4 moves match.