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 Sachem Hill 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 |
|---|---|---|---|---|---|
| Daniel William Barton | Pathstone independent RIA | Sachem Hill LLC independent RIA | RIA to RIA | Apr 14, 2026 | Mar 4, 2026 |
| Anthony Marion Coppola | Bok Financial Private Wealth, Inc. independent RIA | Sachem Hill LLC independent RIA | RIA to RIA | May 1, 2019 | Mar 27, 2020 (331 d) |
| Doug Scott Morris | Bok Financial Private Wealth, Inc. independent RIA | Sachem Hill LLC independent RIA | RIA to RIA | Nov 27, 2018 | Apr 21, 2019 (145 d) |
| Theodore Andrew Harris | Bok Financial Private Wealth, Inc. other | Sachem Hill LLC independent RIA | Other | May 19, 2016 | Apr 2, 2018 (683 d) |
| Michael John Sherman | Crestone Asset Management LLC other | Sachem Hill LLC other | Other | Nov 10, 2014 | May 29, 2015 (200 d) |
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5 moves match.