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 Grayscale Advisors

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
Kevin Michael MooreNew York Life Investment Management LLC asset managerGrayscale Advisors asset managerOtherMay 26, 2026Jun 10, 2026
Amelia Catherine HeinNeuberger Berman Bd LLC no RAUMGrayscale Advisors asset managerOtherOct 3, 2025Oct 17, 2025
Madalena LalaNew York Life Investment Management LLC asset managerGrayscale Advisors asset managerOtherSep 22, 2025Sep 26, 2025
Brandon DixonBlackrock Investment Management, LLC otherGrayscale Advisors asset managerOtherFeb 19, 2025Feb 26, 2025
Cooper Louis MichaelisVanguard Advisers, Inc. BD affiliatedGrayscale Advisors asset managerOtherJul 15, 2024Jul 24, 2024
John - Dylan RomannInvesco Advisers, Inc. asset managerGrayscale Advisors asset managerOtherOct 2, 2023Jun 17, 2024 (259 d)
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6 moves match.