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 Belle Haven Investments, L.P.
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 |
|---|---|---|---|---|---|
| Summer G Weiss | Lord, Abbett & Co. LLC asset manager | Belle Haven Investments, L.P. independent RIA | Other | Oct 21, 2025 | Jan 2, 2026 (73 d) |
| Richard Henry Holzinger | Equitable Advisors, LLC national BD | Belle Haven Investments, L.P. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2024 | May 12, 2025 (145 d) |
| James Alan Lyman | Neuberger Berman Bd LLC no RAUM | Belle Haven Investments, L.P. independent RIA | Other | Apr 4, 2023 | May 12, 2023 (38 d) |
| Ross Eric Ingber | Clearbridge Investments, LLC mixed wealth | Belle Haven Investments, L.P. independent RIA | RIA to RIA | Jun 2, 2020 | Jun 3, 2020 |
| Scott Joseph Tallman | Crossmark Global Investments, Inc. other | Belle Haven Investments, L.P. independent RIA | Other | Jun 30, 2017 | Aug 6, 2018 (402 d) |
| Mason James Durand | Equitable Advisors, LLC national BD | Belle Haven Investments, L.P. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 22, 2010 | Jan 7, 2019 (3213 d) |
| Richard James Bell | Loughlin Capital Management, L.P. unclassified | Belle Haven Investments, L.P. other | Other | Aug 17, 2005 | Mar 3, 2004 |
Page 1 of 1
7 moves match.