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 Acp 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 |
|---|---|---|---|---|---|
| Jessica Kaufman | Efg Private Wealth Management (Americas) Corp. mixed wealth | Acp Capital Management, LLC independent RIA | RIA to RIA | Mar 5, 2025 | Oct 24, 2025 (233 d) |
| Juan Esteban Medina | Banorte Asset Management, Inc. independent RIA | Acp Capital Management, LLC mixed wealth | RIA to RIA | Oct 4, 2023 | Feb 19, 2025 (504 d) |
| Renaud Pelat | Mariva Global Asset Management, LLC independent RIA | Acp Capital Management, LLC independent RIA | RIA to RIA | Aug 16, 2022 | Nov 30, 2022 (106 d) |
| Ramiro Luis Colon | UBS Financial Services Inc. wirehouse | Acp Capital Management, LLC independent RIA | Wirehouse to independent RIA | May 28, 2021 | Apr 10, 2025 (1413 d) |
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4 moves match.