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 Carnegie Lake Advisors 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.

AdvisorFromToTypeLeftRegistered
Richard Keith MartinoHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
Eckart Alexander WeeckHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
Philip John KiernanHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Apr 2, 2024
Ryan Bret MacwrightHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
Cheryl Lund HarrisHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
Ellen Deborah SandlerHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
Bruce Charles AltschulerHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
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7 moves match.