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 Oaktree 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.

AdvisorFromToTypeLeftRegistered
Daniel Edward NemethMcdermott Investment Advisors, LLC independent RIAOaktree Advisors LLC independent RIARIA to RIADec 15, 2025Dec 19, 2025
George Paul KurtzMcdermott Investment Advisors, LLC independent RIAOaktree Advisors LLC independent RIARIA to RIAJul 1, 2024Jul 1, 2024
Trudy Ann FearonLombard Advisers Incorporated independent RIAOaktree Advisors LLC independent RIARIA to RIANov 17, 2016Nov 22, 2016
Louis Joseph HershmanPks Advisory Services, LLC otherOaktree Advisors LLC independent RIAOtherDec 31, 2013Oct 22, 2013
Paul EichmanPks Advisory Services, LLC otherOaktree Advisors LLC independent RIAOtherDec 31, 2013Oct 22, 2013
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5 moves match.