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 Ridgepath Capital 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
Justin Richard GreenhillCapital Investment Advisory Services, LLC otherRidgepath Capital Management LLC independent RIAOtherAug 1, 2016Aug 2, 2016
Samuel Nathan PressleyCapital Investment Advisory Services, LLC otherRidgepath Capital Management LLC independent RIAOtherJun 27, 2016Jun 23, 2016
John Daniel PressleyBpv Capital Management, LLC otherRidgepath Capital Management LLC independent RIAOtherOct 14, 2014Jul 1, 2016 (626 d)
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3 moves match.