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 Ghe Advisers, L.P.

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
J Matthew NewtownCypress Creek Partners otherGhe Advisers, L.P. otherOtherOct 10, 2017Nov 13, 2006
Stephen Dewalch StrakeCypress Creek Partners otherGhe Advisers, L.P. otherOtherOct 10, 2017Nov 13, 2006
William Kane EnszerUsca Asset Management LLC otherGhe Advisers, L.P. otherOtherJun 30, 2010Jun 24, 2010
Fred Leckie WilliamsVaughan Nelson Investment Management, L.P. otherGhe Advisers, L.P. otherOtherMay 27, 2009Jun 4, 2009
Arthur Haag ShermanSanders Morris LLC otherGhe Advisers, L.P. otherOtherNov 13, 2008Dec 1, 2006
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5 moves match.