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 Sagepoint Capital 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 |
|---|---|---|---|---|---|
| Ranjeet Guptara | Aegis Capital Corp. BD affiliated | Sagepoint Capital Partners LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 2, 2026 | May 20, 2026 |
| Winston Frederick Justice | Elevation Point Wealth Partners, LLC independent RIA | Sagepoint Capital Partners LLC no RAUM | RIA to a newly registered adviser | Apr 2, 2026 | May 1, 2026 |
| Jonathan Patrick Shiffer | Freedom Investment Management, Inc. independent RIA | Sagepoint Capital Partners LLC no RAUM | RIA to a newly registered adviser | Apr 10, 2024 | Apr 20, 2026 (740 d) |
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3 moves match.