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 Peakline Partners, 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 |
|---|---|---|---|---|---|
| James Thomas Cheap | Cresset Asset Management, LLC independent RIA | Peakline Partners, LLC asset manager | Other | Apr 14, 2025 | May 27, 2025 (43 d) |
| Megan Ashley Kellerman | Cresset Asset Management, LLC independent RIA | Peakline Partners, LLC asset manager | Other | Feb 5, 2025 | May 6, 2025 (90 d) |
| Megan Ashley Kellerman | William Blair & Company L.L.C. other | Peakline Partners, LLC asset manager | Other | Mar 20, 2015 | Dec 8, 2020 (2090 d) |
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3 moves match.