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 Palmer Square Capital 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 |
|---|---|---|---|---|---|
| Cameron Emmott | Lord, Abbett & Co. LLC asset manager | Palmer Square Capital Management LLC asset manager | Other | Oct 4, 2024 | Oct 23, 2024 |
| Anthony J Schuetz | Tortoiseecofin Investments Partners, LLC no RAUM | Palmer Square Capital Management LLC asset manager | Other | Nov 14, 2023 | Apr 19, 2024 (157 d) |
| Daniel Keith Bellchamber | Creative Planning independent RIA | Palmer Square Capital Management LLC asset manager | Other | May 23, 2023 | Mar 4, 2025 (651 d) |
| Jarett Atkins | Waddell & Reed BD affiliated | Palmer Square Capital Management LLC asset manager | Other | Apr 7, 2021 | Jun 16, 2021 (70 d) |
| Richard Blake Briscoe | Scout Investments, Inc. other | Palmer Square Capital Management LLC other | Other | May 1, 2017 | Jun 2, 2017 (32 d) |
| Christopher Dale Long | Montage Investments, LLC other | Palmer Square Capital Management LLC other | Other | Oct 28, 2011 | Oct 31, 2011 |
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6 moves match.