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 Maytech Global Investments
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 |
|---|---|---|---|---|---|
| Henri Juhani Waltteri Pitkanen | Polen Capital Management, LLC asset manager | Maytech Global Investments independent RIA | Other | Aug 22, 2025 | Dec 17, 2025 (117 d) |
| Walter Thurman Kelley | Brookmont Capital Management mixed wealth | Maytech Global Investments independent RIA | RIA to RIA | Jul 25, 2025 | Jul 17, 2025 |
| Nels George Wangensteen | Neuberger Berman Bd LLC other | Maytech Global Investments independent RIA | Other | Apr 29, 2008 | Sep 4, 2021 (4876 d) |
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3 moves match.