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 Dew Point 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Matthew Dietrich | Advantage Capital Advisors, LLC independent RIA | Dew Point Capital independent RIA | RIA to RIA | Jul 23, 2021 | Dec 24, 2025 (1615 d) |
| Steven Paul Cooper | Steelpeak Wealth, LLC independent RIA | Dew Point Capital independent RIA | RIA to RIA | Jun 5, 2019 | Oct 21, 2019 (138 d) |
| Andrew Martino | Morgan Stanley wirehouse | Dew Point Capital independent RIA | Wirehouse to independent RIA | Dec 18, 2017 | Feb 3, 2022 (1508 d) |
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3 moves match.