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 Gotham 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Donato Alfredo Moneta | Mariner BD affiliated | Gotham Asset Management, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2026 | Aug 18, 2026 (35 d) |
| Oliver Wickham Irwin | Lord, Abbett & Co. LLC asset manager | Gotham Asset Management, LLC mixed wealth | Other | Dec 22, 2025 | Jan 7, 2026 |
| Lisa L Charkoudian-Barry | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gotham Asset Management, LLC other | Other | Jun 28, 2013 | Jul 23, 2013 |
| Thomas Desiderio | Morgan Stanley & Co. LLC unclassified | Gotham Asset Management, LLC other | Other | Mar 9, 2009 | Jul 2, 2009 (115 d) |
| Rory Patrick Collins | Advice And Planning Services other | Gotham Asset Management, LLC other | Other | Nov 5, 2008 | Mar 20, 2009 (135 d) |
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5 moves match.