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 Parnassus Investments, 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 |
|---|---|---|---|---|---|
| Terence Riordan Ward | Advisors Asset Management, Inc. mixed wealth | Parnassus Investments, LLC asset manager | Other | Jun 17, 2026 | Jul 16, 2026 |
| Danielle Marie Kalkman | T. Rowe Price Associates, Inc. asset manager | Parnassus Investments, LLC asset manager | Other | Sep 3, 2025 | Oct 3, 2025 |
| Matthew C Malloy | Angel Oak Capital Advisors, LLC asset manager | Parnassus Investments, LLC asset manager | Other | Mar 5, 2024 | Feb 2, 2026 (699 d) |
| Sean C. Healy | Putnam Investment Management, LLC asset manager | Parnassus Investments, LLC asset manager | Other | Jan 23, 2024 | Jun 26, 2024 (155 d) |
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4 moves match.