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 Seven Canyons Advisors, 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
Wesley Lawrence GolbyFleckenstein Capital, Inc. state registeredSeven Canyons Advisors, LLC asset managerOtherFeb 27, 2025Mar 5, 2018
Andrey Andreyevich KutuzovWasatch Advisors LP asset managerSeven Canyons Advisors, LLC asset managerOtherFeb 19, 2020Dec 20, 2021 (670 d)
Spencer Paul StewartGrandeur Peak Global Advisors otherSeven Canyons Advisors, LLC asset managerOtherMar 17, 2017Dec 6, 2017 (264 d)
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3 moves match.