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 Permit Capital Advisors, 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 |
|---|---|---|---|---|---|
| William Theodore Curran | Hirtle & Co., LLC asset manager | Permit Capital Advisors, LLC independent RIA | Other | Oct 19, 2018 | Apr 13, 2022 (1272 d) |
| Kathleen F Freed | Convergent Wealth Advisors, LLC other | Permit Capital Advisors, LLC independent RIA | Other | Dec 4, 2007 | Apr 5, 2022 (5236 d) |
| Adam Brett Landau | Drexel Morgan Capital Advisers, Inc. other | Permit Capital Advisors, LLC independent RIA | Other | Dec 18, 2002 | Apr 21, 2022 (7064 d) |
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3 moves match.