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 Penserra 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 |
|---|---|---|---|---|---|
| Kevin Patrick Mclaverty | East West Advisers state registered | Penserra Capital Management LLC other | Other | Feb 23, 2023 | Jan 5, 2018 |
| Zlatko Martinic | Penserra Global Investors LLC independent RIA | Penserra Capital Management LLC other | Other | Dec 31, 2017 | Jan 5, 2018 |
| Jorge Nmn Madrigal | Penserra Global Investors LLC independent RIA | Penserra Capital Management LLC other | Other | Dec 31, 2017 | Jan 4, 2018 |
| Anthony Nmn Castelli | Penserra Global Investors LLC independent RIA | Penserra Capital Management LLC other | Other | Dec 31, 2017 | Jan 4, 2018 |
| Dustin Allen Lewellyn | Charles Schwab & Co., Inc. national BD | Penserra Capital Management LLC other | Other | Jul 11, 2011 | Apr 28, 2015 (1387 d) |
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5 moves match.