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 Stone Toro Investment Advisers

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
James Drew HarringtonBluestone Capital Management, LLC otherStone Toro Investment Advisers otherOtherDec 24, 2014Jun 1, 2016 (525 d)
David William CookElevage Partners, LLC independent RIAStone Toro Investment Advisers otherOtherApr 29, 2014May 30, 2014 (31 d)
Michael JarzynaZynin Capital Management LLC otherStone Toro Investment Advisers otherOtherDec 31, 2012Jan 17, 2013
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3 moves match.