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 Inflection Capital Management, 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 Patrick Machinchick | Lake Street Advisors independent RIA | Inflection Capital Management, LLC independent RIA | RIA to RIA | Feb 20, 2025 | May 30, 2025 (99 d) |
| Hunter William Steadley | Lake Street Advisors independent RIA | Inflection Capital Management, LLC independent RIA | RIA to RIA | Feb 20, 2025 | May 27, 2025 (96 d) |
| Samuel Gordon Stanton | Lake Street Advisors independent RIA | Inflection Capital Management, LLC independent RIA | RIA to RIA | Feb 20, 2025 | Jul 11, 2025 (141 d) |
| Justin Michael Kunz | Blackrock Investment Management, LLC other | Inflection Capital Management, LLC no RAUM | Other | Oct 17, 2024 | Nov 15, 2024 |
| Matthew Scott Blind | Tortoiseecofin Investments Partners, LLC no RAUM | Inflection Capital Management, LLC independent RIA | Other | Apr 21, 2021 | May 23, 2025 (1493 d) |
| Philip Anthony Ierardi | Strategic Advisers LLC national BD | Inflection Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 16, 2004 | Aug 5, 2025 (7537 d) |
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6 moves match.