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 Everstar Asset Management, 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
Douglas Gray MarionAlphastar Capital Management independent RIAEverstar Asset Management, LLC independent RIARIA to RIAOct 31, 2023Nov 2, 2023
Renee Walsh SimpsonAlphastar Capital Management independent RIAEverstar Asset Management, LLC independent RIARIA to RIAOct 31, 2023Nov 2, 2023
Jerry W NealAlphastar Capital Management independent RIAEverstar Asset Management, LLC independent RIARIA to RIAJul 27, 2023Aug 3, 2023
Richard JakielAlphastar Capital Management independent RIAEverstar Asset Management, LLC independent RIARIA to RIAJul 24, 2023Jul 26, 2023
Lee Christopher LarsonCwa Asset Management Group independent RIAEverstar Asset Management, LLC independent RIARIA to RIAMay 28, 2021Jun 6, 2021
Fu Pei YuetCwa Asset Management Group independent RIAEverstar Asset Management, LLC independent RIARIA to RIAApr 13, 2021Jun 7, 2021 (55 d)
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6 moves match.