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 3chopt Investment 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 |
|---|---|---|---|---|---|
| Pieter Everett Van Saun | Thompson Siegel & Walmsley LLC asset manager | 3chopt Investment Partners LLC independent RIA | Other | May 19, 2025 | Apr 2, 2026 (318 d) |
| Stuart Preston Dillard | Thompson Siegel & Walmsley LLC asset manager | 3chopt Investment Partners LLC no RAUM | Other | Apr 19, 2022 | Apr 14, 2022 |
| Peter Appleton Fryer | Lord, Abbett & Co. LLC asset manager | 3chopt Investment Partners LLC independent RIA | Other | Sep 23, 2020 | Aug 2, 2024 (1409 d) |
| Mark Andrew Levin | Bb&T Securities, LLC other | 3chopt Investment Partners LLC independent RIA | Other | Oct 11, 2016 | Aug 6, 2026 (3586 d) |
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4 moves match.