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 Blue 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
Gregory Allen BerstlerCapital Synergy Partners independent RIABlue Capital independent RIARIA to RIANov 12, 2019Nov 18, 2019
Bradley James KingsburyCapital Synergy Partners independent RIABlue Capital independent RIARIA to RIANov 12, 2019Nov 18, 2019
Michael John HerekCapital Synergy Partners independent RIABlue Capital independent RIARIA to RIANov 12, 2019Dec 10, 2025 (2220 d)
Agustin Jay MolinaCapital Synergy Partners independent RIABlue Capital independent RIARIA to RIANov 12, 2019Jun 18, 2020 (219 d)
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4 moves match.