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 Innovatum Capital 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
Robert William SilvernailHutchison Road Partners, LLC state registeredInnovatum Capital Partners, LLC otherOtherDec 31, 2024Dec 4, 2012
Anthony Christopher RossiMML Investors Services, LLC otherInnovatum Capital Partners, LLC otherOtherJun 11, 2012Aug 10, 2012 (60 d)
Jonathon Paul SoucierMML Investors Services, LLC otherInnovatum Capital Partners, LLC otherOtherMay 29, 2012Jul 16, 2012 (48 d)
Matthew Michael MelendezOneamerica Securities, Inc. otherInnovatum Capital Partners, LLC otherOtherMay 17, 2012Jul 11, 2012 (55 d)
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4 moves match.