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 Qsv Equity Investors 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 |
|---|---|---|---|---|---|
| Joshua Nmn Freedman | Elk Creek Partners, LLC institutional | Qsv Equity Investors LLC mixed wealth | Other | Jul 1, 2020 | Jul 2, 2020 |
| Gery Joseph Sadzewicz | Bower Hill Capital Management LLC no RAUM | Qsv Equity Investors LLC mixed wealth | Other | Oct 30, 2018 | Apr 1, 2016 |
| William Elliot Driscoll | Curi Capital, LLC other | Qsv Equity Investors LLC mixed wealth | Other | Aug 1, 2017 | Oct 20, 2017 (80 d) |
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3 moves match.