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 Accordant 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 |
|---|---|---|---|---|---|
| Adam Scott Liebman | Morgan Stanley wirehouse | Accordant Investments LLC asset manager | Other | Sep 13, 2023 | May 16, 2025 (611 d) |
| Blaise Grippa | Idr Investment Management, LLC asset manager | Accordant Investments LLC asset manager | Other | Sep 7, 2023 | Apr 9, 2024 (215 d) |
| Franklin David Crowder | Voya Investment Management Co. LLC other | Accordant Investments LLC asset manager | Other | Mar 31, 2022 | Mar 27, 2024 (727 d) |
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3 moves match.