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 Jackson Creek Investment Advisors 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.

AdvisorFromToTypeLeftRegistered
Mark Frederick Jaeger361 Capital LLC asset managerJackson Creek Investment Advisors LLC no RAUMOtherJul 9, 2020May 28, 2020
Christopher Sean McquillanPersonal Capital Advisors Corporation otherJackson Creek Investment Advisors LLC mixed wealthOtherMay 26, 2015Aug 18, 2021 (2276 d)
John Ray RiddleDuff & Phelps Investment Management Co. otherJackson Creek Investment Advisors LLC no RAUMOtherJun 3, 2005May 27, 2020 (5472 d)
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3 moves match.