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 Entasis 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Daniel Lacroix | Johnson Wealth Inc. other | Entasis Asset Management LLC independent RIA | Other | Jan 8, 2018 | Jan 17, 2018 |
| Michael J. Peters | Johnson Wealth Inc. other | Entasis Asset Management LLC independent RIA | Other | Apr 28, 2016 | May 10, 2016 |
| Charles J Batchelor | Cleary Gull Inc. other | Entasis Asset Management LLC independent RIA | Other | Apr 28, 2016 | May 10, 2016 |
| K. Robert John Batchelor | Strong Capital Management Inc unclassified | Entasis Asset Management LLC independent RIA | Other | Apr 11, 2003 | Mar 31, 2017 (5103 d) |
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4 moves match.