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 3edge Asset Management, LP

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
Thomas GiardinoOcean Park Asset Management, LLC asset manager3edge Asset Management, LP independent RIAOtherAug 14, 2025Sep 22, 2025 (39 d)
Kevin Patrick KennyToews Asset Management asset manager3edge Asset Management, LP independent RIAOtherJul 31, 2024Sep 9, 2024 (40 d)
Amanda Christina PrestonWindham Capital Management, LLC mixed wealth3edge Asset Management, LP independent RIARIA to RIANov 2, 2022Nov 17, 2022
Alireza KandiTd Ameritrade, Inc. no RAUM3edge Asset Management, LP independent RIAOtherOct 14, 2022Jun 30, 2023 (259 d)
Lawrence Laurent JulesCharles Schwab Investment Advisory, Inc BD affiliated3edge Asset Management, LP independent RIAAffiliated broker-dealer or bank to independent RIADec 21, 2021Nov 30, 2022 (344 d)
Ryan Steven ConnollyToews Asset Management other3edge Asset Management, LP independent RIAOtherMay 17, 2021Feb 16, 2024 (1005 d)
Eric Lawrence BiegeleisenBeaumont Financial Partners LLC other3edge Asset Management, LP otherOtherApr 24, 2017May 3, 2017
Ashley Elizabeth KoedRinet Company, LLC other3edge Asset Management, LP otherOtherDec 9, 2016Mar 25, 2016
Defred G Folts IIIWindhaven Investment Management, Inc. other3edge Asset Management, LP no RAUMOtherFeb 18, 2015Jan 20, 2016 (336 d)
Stephen Joseph CucchiaroWindhaven Investment Management, Inc. other3edge Asset Management, LP no RAUMOtherJul 8, 2014Jan 20, 2016 (561 d)
Peter Briggs McmanusGranite Investment Advisors, LLC other3edge Asset Management, LP no RAUMOtherSep 10, 2013Feb 29, 2016 (902 d)
Robert Edwin PhillipsWindhaven Investment Management, Inc. other3edge Asset Management, LP no RAUMOtherMar 22, 2012Jan 20, 2016 (1399 d)
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12 moves match.