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 Kelson 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Douglas Robert Dubiel | Rockefeller Capital Management BD affiliated | Kelson Asset Management LLC asset manager | Other | Mar 16, 2021 | May 1, 2023 (776 d) |
| Brian Albert Rathjen | Marwood Group unclassified | Kelson Asset Management LLC asset manager | Other | Dec 31, 2010 | Aug 2, 2022 (4232 d) |
| Daniel Joseph Ledva | Marwood Group unclassified | Kelson Asset Management LLC asset manager | Other | Dec 10, 2010 | Jun 12, 2023 (4567 d) |
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3 moves match.