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 North Square Investments, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jacqueline Kay Melugin | Nuveen Asset Management, LLC mixed wealth | North Square Investments, LLC asset manager | Other | Oct 3, 2024 | Sep 8, 2025 (340 d) |
| Ryan Fero | Capital Client Group, Inc. no RAUM | North Square Investments, LLC asset manager | Other | Jul 17, 2023 | Mar 13, 2025 (605 d) |
| Philip James Callahan | Oak Ridge Investments, LLC independent RIA | North Square Investments, LLC no RAUM | RIA to a newly registered adviser | Aug 15, 2018 | May 11, 2019 (269 d) |
| James Joseph Barclay | Oak Ridge Investments, LLC independent RIA | North Square Investments, LLC no RAUM | RIA to a newly registered adviser | Aug 15, 2018 | May 11, 2019 (269 d) |
| Kierstin Renee Green | Oak Ridge Investments, LLC independent RIA | North Square Investments, LLC no RAUM | RIA to a newly registered adviser | Aug 15, 2018 | Dec 27, 2018 (134 d) |
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5 moves match.