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 Munro Asset Management L.L.C.

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
Torr Edwards SteinhilberAlterity Financial Group, LLC independent RIAMunro Asset Management L.L.C. state registeredRIA to a state-registered adviserMar 28, 2024Dec 12, 2025 (624 d)
Torr Edwards SteinhilberLPL Financial LLC otherMunro Asset Management L.L.C. state registeredOtherSep 21, 2005Jan 4, 2007 (470 d)
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2 moves match.