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 Breeds Hill Capital 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 |
|---|---|---|---|---|---|
| Robert A. Beshere | Morgan Stanley wirehouse | Breeds Hill Capital LLC independent RIA | Wirehouse to independent RIA | Oct 19, 2022 | Nov 2, 2022 |
| Sadie Deringer Holdridge | Lake Street Advisors, LLC other | Breeds Hill Capital LLC other | Other | Feb 3, 2014 | Sep 23, 2015 (597 d) |
| John Jehle Edwards | Lake Street Advisors, LLC other | Breeds Hill Capital LLC other | Other | Sep 5, 2013 | Nov 12, 2013 (68 d) |
Page 1 of 1
3 moves match.