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 Sutter Capital 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 |
|---|---|---|---|---|---|
| Thomas William Friedberg | Sutter Capital Partners, LLC unclassified | Sutter Capital Partners, LLC state registered | Other | Jul 21, 2021 | Jun 3, 2021 |
| Daniel Joseph Mcclory | Sutter Capital Partners, LLC unclassified | Sutter Capital Partners, LLC state registered | Other | Jul 21, 2021 | May 5, 2021 |
| Robert Lee Bull | Sutter Capital Partners, LLC unclassified | Sutter Capital Partners, LLC state registered | Other | Jul 21, 2021 | Jun 10, 2021 |
Page 1 of 1
3 moves match.