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 Bigsur Partners, 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
Enrique ViyellaMorgan Stanley wirehouseBigsur Partners, LLC independent RIAWirehouse to independent RIADec 8, 2020Jan 14, 2021 (37 d)
Emilia Moreira DickeyMorgan Stanley wirehouseBigsur Partners, LLC otherOtherSep 16, 2019Dec 23, 2019 (98 d)
Sebastian Rodrigo GomezLowenhaupt Global Advisors, LLC otherBigsur Partners, LLC otherOtherAug 4, 2016Aug 18, 2016
John Richard RoessetCitigroup Global Markets Inc. otherBigsur Partners, LLC otherOtherJul 22, 2016Aug 25, 2017 (399 d)
Benjamin Englert HeinEfg Capital Advisors Inc. otherBigsur Partners, LLC otherOtherOct 14, 2014Nov 20, 2014 (37 d)
Gerhard Herrera-PahlAlti Wealth Management (US International), Inc. otherBigsur Partners, LLC otherOtherAug 23, 2012Nov 21, 2012 (90 d)
Ignacio Gabriel PakciarzGuggenheim Investment Advisors, LLC otherBigsur Partners, LLC otherOtherJan 17, 2008Apr 21, 2008 (95 d)
Carlos HollanderState Capital Wealth Management Inc unclassifiedBigsur Partners, LLC otherOtherNov 1, 2007Apr 17, 2008 (168 d)
Vinicius RibeiroState Capital Wealth Management Inc unclassifiedBigsur Partners, LLC otherOtherNov 1, 2007Apr 21, 2008 (172 d)
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9 moves match.