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 Penserra Global Investors 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 Yung KimSaturna Capital Corporation asset managerPenserra Global Investors LLC institutionalOtherApr 15, 2026Apr 8, 2026
Sean O'TooleMaverick Ltc, LLC independent RIAPenserra Global Investors LLC institutionalOtherSep 28, 2024May 11, 2026 (590 d)
Egor Nickolaevich RybakovBlue Zone Global Investors unclassifiedPenserra Global Investors LLC independent RIAOtherSep 12, 2021Nov 4, 2021 (53 d)
Zlatko MartinicPenserra Capital Management LLC asset managerPenserra Global Investors LLC independent RIAOtherAug 29, 2019Jan 19, 2018
Zlatko MartinicPenserra Capital Management LLC otherPenserra Global Investors LLC independent RIAOtherDec 31, 2017Nov 3, 2016
Jorge Nmn MadrigalPenserra Capital Management LLC otherPenserra Global Investors LLC independent RIAOtherDec 31, 2017May 13, 2016
Anthony Nmn CastelliPenserra Capital Management LLC otherPenserra Global Investors LLC independent RIAOtherDec 31, 2017May 13, 2016
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7 moves match.