Signal Monitor

Autonomous client touch-points driven by activity signals.

5
Active Clients
5
Signals Detected
last 30 days
0
Touch-points Sent
4
Signal Types
tracked

Client Roster

Client AUM Signals Cadence Next Due
Alexandra Chen
Meridian Capital
$1250000000M
↑ 5.9%
1
30d
5/23/2026
David Okafor
Libra Equity Partners
$2100000000M
↑ 7.7%
1
30d
6/2/2026
Marcus Webb
Webb Family Office
$430000000M
↓ 4.4%
1
30d
6/2/2026
Priya Nair
Nair Ventures
$890000000M
↑ 4.7%
1
30d
6/2/2026
Sofia Reyes
Reyes Wealth Mgmt
$670000000M
↓ 0%
1
30d
6/2/2026

Recent Signals

aum change
AUM flat — no movement
Client AUM unchanged this quarter. May signal low engagement risk.
Sofia Reyes · Reyes Wealth Mgmt · 5/22/2026
margin shift
Margin utilization up 12%
Client's margin balance increased from 38% to 50% of available credit.
Priya Nair · Nair Ventures · 5/21/2026
aum change
AUM dropped 5.6% this quarter
AUM fell from $118M to $125M — possible redemption or market loss.
Alexandra Chen · Meridian Capital · 5/20/2026
team move
PM Jordan Lee departs BlackRock
Jordan Lee, formerly PM at BlackRock, joins a competitor fund next month.
Marcus Webb · Webb Family Office · 5/18/2026
fund launch
New $500M fund: Apex Recovery Fund
Competitor Apex just launched a new recovery-focused fund targeting similar assets.
David Okafor · Libra Equity Partners · 5/16/2026