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 Kastel Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Blair Reeve | Island Light Capital unclassified | Kastel Capital Advisors, LLC independent RIA | Other | Jan 25, 2021 | Apr 14, 2020 |
| Neil Graham Mcinnis | Bay Colony Advisors independent RIA | Kastel Capital Advisors, LLC independent RIA | RIA to RIA | Jul 1, 2019 | Jul 3, 2019 |
| Matthew Vassar Pierce | Asset Strategy Advisors, LLC other | Kastel Capital Advisors, LLC independent RIA | Other | Oct 19, 2017 | Apr 14, 2020 (908 d) |
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3 moves match.