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 Panthrex Asset Management 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
Laura Helen StoverVirtue Capital Management, LLC independent RIAPanthrex Asset Management LLC independent RIARIA to RIAMay 24, 2018May 24, 2018
Michael Emmett WilliamsVirtue Capital Management, LLC independent RIAPanthrex Asset Management LLC independent RIARIA to RIAApr 20, 2018Apr 24, 2018
Rory Kyle DavisVirtue Capital Management, LLC otherPanthrex Asset Management LLC otherOtherSep 14, 2017Oct 12, 2017
Allen Parnell HargisCoppell Advisory Solutions LLC otherPanthrex Asset Management LLC no RAUMOtherMar 1, 2016Nov 5, 2015
Michael Ray WallinVirtue Capital Management, LLC otherPanthrex Asset Management LLC no RAUMOtherFeb 22, 2016Nov 5, 2015
Britton Nathanial OuelletteFifth Third Securities, Inc. otherPanthrex Asset Management LLC no RAUMOtherJul 6, 2015Mar 29, 2016 (267 d)
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6 moves match.