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 Counterpoint Asset 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 |
|---|---|---|---|---|---|
| Michael Mcgrath | Invesco Advisers, Inc. asset manager | Counterpoint Asset Management LLC state registered | Other | Oct 2, 2020 | Oct 11, 2021 (374 d) |
| Lance Wordelmann | Pacer Advisors, Inc. asset manager | Counterpoint Asset Management LLC state registered | Other | Oct 21, 2019 | Oct 11, 2021 (721 d) |
| Mary C Abundo | Kestra Private Wealth Services, LLC other | Counterpoint Asset Management LLC state registered | Other | Nov 20, 2017 | Jul 5, 2018 (227 d) |
| Matthew Edwin Parkhurst | Sierra Investment Management, LLC other | Counterpoint Asset Management LLC state registered | Other | Mar 2, 2017 | Mar 17, 2017 |
| Daniel Wendell Krause | Sierra Investment Management, LLC other | Counterpoint Asset Management LLC state registered | Other | Feb 20, 2015 | Feb 17, 2015 |
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5 moves match.