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 Gencap Portfolio Management

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
Marc Giles EdwardsWinans Investments independent RIAGencap Portfolio Management independent RIARIA to RIAApr 21, 2020Jun 4, 2021 (409 d)
Jennifer Mary SchmitzI2i Analytics, LLC state registeredGencap Portfolio Management otherOtherAug 21, 2017Oct 16, 2017 (56 d)
Lyle Eils BonnQuantum Capital Management otherGencap Portfolio Management otherOtherDec 15, 2015Dec 14, 2015
Andrew Paul WilliamsCrosspoint Capital Management otherGencap Portfolio Management no RAUMOtherNov 17, 2015Nov 12, 2015
Michael Reid VogelCrosspoint Capital Management otherGencap Portfolio Management no RAUMOtherNov 17, 2015Aug 25, 2015
Stephen Andrew BradleyCrosspoint Capital Management otherGencap Portfolio Management otherOtherNov 17, 2015Nov 16, 2015
William A PaineB Riley Wealth Management otherGencap Portfolio Management otherOtherFeb 22, 2012Apr 6, 2017 (1870 d)
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7 moves match.