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 Matisse Capital
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 |
|---|---|---|---|---|---|
| Corrie Bergeron Oliva | Arnerich Massena, Inc. other | Matisse Capital mixed wealth | Other | Dec 20, 2017 | Apr 10, 2019 (476 d) |
| Axel Herbert Flichtbeil | Northwest Capital Management Inc. other | Matisse Capital other | Other | Apr 2, 2015 | Apr 7, 2015 |
| Bryn Torkelson | Deschutes Investment Advisors, Inc. unclassified | Matisse Capital mixed wealth | Other | Nov 23, 2011 | Dec 3, 2025 (5124 d) |
| Daniel Creston Sholian | Deschutes Investment Advisors, Inc. unclassified | Matisse Capital mixed wealth | Other | Nov 23, 2011 | Jan 1, 2025 (4788 d) |
| Eric Andrew Boughton | Deschutes Investment Advisors, Inc. unclassified | Matisse Capital other | Other | Nov 23, 2011 | Nov 24, 2010 |
| Amanda Jean Harvey | Brandes Investment Partners, LP other | Matisse Capital other | Other | Feb 28, 2005 | Apr 3, 2014 (3321 d) |
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6 moves match.