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 Brasada Capital Management, LP
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 |
|---|---|---|---|---|---|
| Guy Matthew Davis | Gci Investors independent RIA | Brasada Capital Management, LP independent RIA | RIA to RIA | Oct 30, 2024 | Mar 27, 2024 |
| David Joseph Shahrestani | Gci Investors independent RIA | Brasada Capital Management, LP independent RIA | RIA to RIA | Oct 30, 2024 | Mar 1, 2024 |
| Jonathan G Reichek | Friedberg Investment Management, Inc. other | Brasada Capital Management, LP other | Other | Dec 22, 2017 | Feb 23, 2018 (63 d) |
| Mark Edward Mcmeans | Invesco Aim Capital Management, Inc. unclassified | Brasada Capital Management, LP other | Other | Mar 17, 2008 | Oct 31, 2008 (228 d) |
| Robert Charles Leslie | Aim Alternative Asset Managers, L.P. unclassified | Brasada Capital Management, LP other | Other | Dec 31, 2004 | Oct 31, 2008 (1400 d) |
| Shannon Erika Truman | Invesco Aim Private Asset Management, Inc. unclassified | Brasada Capital Management, LP independent RIA | Other | Jan 27, 2004 | Sep 5, 2018 (5335 d) |
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6 moves match.