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 Pegasus Partners
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 |
|---|---|---|---|---|---|
| Nils Johan Dillon | Heck Capital Advisors, LLC mixed wealth | Pegasus Partners independent RIA | RIA to RIA | Mar 7, 2023 | Jul 10, 2023 (125 d) |
| Brooke Emily Napiwocki | J. W. Cole Advisors, Inc. independent RIA | Pegasus Partners independent RIA | RIA to RIA | Dec 22, 2021 | Feb 2, 2022 (42 d) |
| Matthew D'Attilio | Reinhart Partners, LLC other | Pegasus Partners no RAUM | Other | Apr 1, 2015 | Mar 23, 2015 |
| Todd Matthew Krieg | Reinhart Partners, LLC other | Pegasus Partners no RAUM | Other | Apr 1, 2015 | Mar 23, 2015 |
| James Jonathan Hayes | Reinhart Partners, LLC other | Pegasus Partners no RAUM | Other | Apr 1, 2015 | Mar 23, 2015 |
| Katherine Ann Wohlt | Reinhart Partners, LLC other | Pegasus Partners no RAUM | Other | Apr 1, 2015 | Mar 25, 2015 |
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6 moves match.