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 Ducenta Squared Asset Management
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 |
|---|---|---|---|---|---|
| Ryan Omalley | Sage Advisory Services Ltd Co other | Ducenta Squared Asset Management other | Other | Feb 27, 2023 | Jan 29, 2024 (336 d) |
| Mark Steven Kavolius | Tortoise Credit Strategies, LLC other | Ducenta Squared Asset Management other | Other | Jul 21, 2020 | Aug 11, 2020 |
| Michael George Sanchez | Tortoise Credit Strategies, LLC other | Ducenta Squared Asset Management other | Other | Jul 21, 2020 | Aug 21, 2020 (31 d) |
| John Matthew Heitkemper | Tortoise Credit Strategies, LLC other | Ducenta Squared Asset Management other | Other | Jul 21, 2020 | Aug 3, 2020 |
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4 moves match.