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 Klosters Capital

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
Erik Luis Halvorssen VillegasHarbor Ithaka independent RIAKlosters Capital independent RIARIA to RIAOct 1, 2019Oct 8, 2025 (2199 d)
Javier Rodriguez AmblesAndbanc Advisory LLC otherKlosters Capital independent RIAOtherAug 23, 2016Oct 1, 2025 (3326 d)
Raul A ZubillagaSantander Securities otherKlosters Capital independent RIAOtherJan 21, 2015Dec 3, 2025 (3969 d)
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3 moves match.