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 Syntrinsic 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 |
|---|---|---|---|---|---|
| James Alan Brauer | Syntrinsic Investment Counsel, LLC. other | Syntrinsic LLC other | Other | Dec 31, 2023 | Jul 17, 2023 |
| Benjamin Howard Valore-Caplan | Syntrinsic Investment Counsel, LLC. other | Syntrinsic LLC other | Other | Dec 31, 2023 | Jul 20, 2023 |
| Akasha Ngina Absher | Syntrinsic Investment Counsel, LLC. other | Syntrinsic LLC other | Other | Dec 31, 2023 | Jul 17, 2023 |
| Anna Sergeeva Todorova | Syntrinsic Investment Counsel, LLC. other | Syntrinsic LLC other | Other | Dec 31, 2023 | Jul 20, 2023 |
| Lynsey Goldstein | Syntrinsic Investment Counsel, LLC. other | Syntrinsic LLC other | Other | Dec 31, 2023 | Jul 17, 2023 |
| Eric Peart Burton | Syntrinsic Investment Counsel, LLC. other | Syntrinsic LLC other | Other | Dec 31, 2023 | Jul 18, 2023 |
| Dat Van Le | Syntrinsic Investment Counsel, LLC. other | Syntrinsic LLC other | Other | Dec 31, 2023 | Jul 20, 2023 |
| Efrata Dawit Kirose | Syntrinsic Investment Counsel, LLC. other | Syntrinsic LLC other | Other | Dec 31, 2023 | Jul 20, 2023 |
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8 moves match.