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 Mccomsey Asset 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.

AdvisorFromToTypeLeftRegistered
Ivan JevremovicMorgan Stanley Dw Inc. unclassifiedMccomsey Asset Management, LLC otherOtherJan 5, 2006Jan 27, 2006
Mark Edward MccomseyMorgan Stanley Dw Inc. unclassifiedMccomsey Asset Management, LLC otherOtherJan 4, 2006Jan 6, 2006
Arman MelikianGoldman Sachs Wealth Services, L.P. otherMccomsey Asset Management, LLC otherOtherJul 28, 2004Jul 11, 2007 (1078 d)
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3 moves match.