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 Rain Capital Management

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
David John ReichleArnerich Massena, Inc. otherRain Capital Management otherOtherNov 30, 2011Nov 17, 2011
Chingyee Ellen KimConfluence Wealth Management LLC otherRain Capital Management otherOtherJan 28, 2008Jul 18, 2013 (1998 d)
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2 moves match.