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 Harbinger 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
Maria Regina T CruzNational Planning Corporation ("Npc Of America" In Fl & Ny) otherHarbinger Asset Management, LLC otherOtherNov 10, 2011Mar 19, 2012 (130 d)
Robert Wayne KnutsenJdl Advisers otherHarbinger Asset Management, LLC otherOtherSep 17, 2010Mar 29, 2011 (193 d)
Kalem Joseph MackeyMorgan Stanley Dw Inc. unclassifiedHarbinger Asset Management, LLC otherOtherMar 25, 2003Feb 12, 2016 (4707 d)
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3 moves match.