DFX Intelligence

G•••• C••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 1b 10b

G•••• C••••••

G•••• C•••••• LLC, CRD 169890

SOUTHLAKE, TX

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Search this name across graphs

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 10
On other graphs: 3
Observed: Mar 27, 2015 to Mar 31, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

G•••• C••••••

Private equity manager · key_crd, key_sfn_adviser, shared_crd

Independent Sponsorsidentity

G•••• C••••••

Capital provider to sponsors · key_crd, key_sfn_adviser, shared_crd

Allocatorsidentity

G•••• C••••••

Manager with allocator commitments · key_crd, key_sfn_adviser, shared_crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.4B••• Locked
Discretionary RAUM: $3.4B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 67

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
G•••• C•••••• I• L•	Private Equity Fund	$1.3B	Mar 31, 2026	169	Mar 27, 2024	reported	021-493150
G•••• C•••••• I•• L•	Private Equity Fund	$672M	Mar 31, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••••••• D••••• A••••	Partner	Na	yes	09/2021	Mar 31, 2022	Sep 10, 2024
G•••• C•••••• H••••• G•• L••	GENERAL PARTNER	F	yes	09/2021	Mar 31, 2022	Sep 10, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
G•••• I••••••••• C•• I• L••	n/a	n/a	n/a	N	yes	n/a
G•••• I••••••••• C•• I•• L••	n/a	n/a	n/a	N	yes	n/a
G•••• I••••••••• C•• I• L••	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.4B	$3.4B	-0.4%	$2.2B	14.8%	67	61	0	0

Relationships

Advises (11)

→ G•••• F••• L•Private fundPrivate Equity Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ G•••• C•• S•••••••• D••••• L•Private fundPrivate Equity Fund, IA
Mar 31, 2026 to presentfactForm ADV
→ G•••• P••••••• F••• L•Private fundPrivate Equity Fund, IA
Mar 27, 2015 to presentfactForm ADV
→ G•••• C•••••• P••••••• I•• L•

Dated events

Order

Occurred
31 Mar 2026
Private fund first reported2 events
Private fund first reported: 2 on 31 Mar 2026
$17.6M to $19.6M
- ••• Locked$19.6M
- ••• Locked$17.6M
Occurred
10 Sep 2024
Control person joined
••• Locked
Form ADV
Occurred
27 Mar 2024
Regulatory AUM changed
••• Locked
Form ADV
$1.1B
Occurred
31 Mar 2022
Control person joined
••• Locked
Form ADV
Occurred
29 Mar 2021
Control person joined
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 27, 2015
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
G•••• O•••••• L•	Private Equity Fund	$51,933	Mar 29, 2021	30	Dec 21, 2013	dropped	n/a

All 15 rows

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
J••••••• D•••• W•••••••	CO-FOUNDER, MANAGING PARTNER	Na	yes	08/2013	Mar 27, 2015	Sep 10, 2024
M•••••••• T•••••• R••	LIMITED PARTNER	C	yes	09/2021	Mar 27, 2015	Sep 10, 2024
M•••••••• T•••••• R••	CO-FOUNDER, MANAGING PARTNER	Na	yes	08/2013	Mar 27, 2015	Sep 10, 2024
M•••••••• T•••••• R••	MANAGING MEMBER	C	yes	09/2021	Mar 27, 2015	Sep 10, 2024
S•••••• J••••• G••••	CHIEF FINANCIAL OFFICER, PARTNER	Na	yes	10/2020	Oct 19, 2020	Sep 10, 2024