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 Capital Trust Advisors
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 |
|---|---|---|---|---|---|
| James Jeffrey Lambert | Lambert, J Jeffrey unclassified | Capital Trust Advisors independent RIA | Other | Jan 16, 2026 | Jan 21, 2026 |
| Sanford Philip Lowengart | Atlin Capital Advisers, LLC unclassified | Capital Trust Advisors other | Other | Aug 31, 2012 | Jun 14, 2017 (1748 d) |
| John Jackson Goldberg | Natura Capital, LLC unclassified | Capital Trust Advisors other | Other | Dec 31, 2010 | Jun 14, 2017 (2357 d) |
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3 moves match.