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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

G••••••••• P••••••• C•••••• M••••••••• L••

CRD 160830

DALLAS, TX

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Search this name across graphsid dfx:ria:23268615-6f55-6bed-6e27-04d561e601c7

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 7
On other graphs: 0
Observed: Feb 22, 2012 to Mar 27, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: $1.5BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
F•••••••• E•••• R•••	n/a	DALLAS, TX	14	47	n/a	no
G•••••• R••• B•••••••	n/a	DALLAS, TX \| Dallas, TX	8	17

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
G••••••••• P•••••••• L•••	Hedge Fund	$1.0B	Feb 22, 2024	90	Feb 22, 2012	reported	021-172797

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• G••••••• R•••	MANAGING MEMBER	Na	yes	02/2024	Feb 22, 2024	Feb 22, 2024
K•••••• H••••••• R•	CHIEF COMPLIANCE OFFICER	Na	yes	06/2014	Jun 27, 2014

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
G•• C•••••• M••••••••• L••	n/a	State registered	$5.1M	N	yes	n/a
G••••••••• P••••••• G•• L•	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.4B	10.9%	$694M	30.4%	4	3	0	0

Relationships

Affiliated with (1)

→ G•• C•••••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ G••••••••• P•••••••• L•••Private fundHedge Fund, IA
Feb 22, 2012 to presentfactForm ADV

Registered with (2)

← G•••••• R••• B•••••••Advisorregistration: current employment
Feb 20, 2018 to presentfactForm ADV

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
G••••••••• P••••••• C•••••• M••••••••• L•• reported RAUM $1.4B, up 35% from $1.0B (2024-02-22 to 2025-03-28)
Form ADVobserved 7 days ago
$357M
Occurred
Feb 22, 2024
Regulatory AUM changed
G••••••••• P••••••• C•••••• M••••••••• L•• reported RAUM $1.0B, up 49% from $694.5M (2023-03-30 to 2024-02-22)
Form ADVobserved 7 days ago
$338M
Occurred
Feb 22, 2024
Control person joined
Rowe Ginette Beecherl (Managing Member) appeared on Schedule A of G••••••••• P••••••• C•••••• M••••••••• L••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:23268615-6f55-6bed-6e27-04d561e601c7
First observed: Feb 22, 2012
Last observed: Mar 27, 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.

2025	Mar 27, 2026	$1.5B	$1.5B	4	2	0	1	n/a
2024	Mar 28, 2025	$1.4B	$1.4B	3	2	0	1	n/a
2023	Feb 22, 2024	$1.0B	$1.0B	4	3	0	1	$1.0B
2022	Mar 30, 2023	$694M	$694M	4	3	0	1	$694M
2021	Mar 30, 2022	$1.2B	$1.2B	4	3	0	1	$1.2B
2020	Mar 29, 2021	$978M	$978M	4	3	0	1	$978M
2019	Mar 30, 2020	$665M	$665M	4	3	0	1	$665M
2018	Mar 29, 2019	$512M	$512M	4	3	0	1	$512M
2017	Mar 28, 2018	$567M	$567M	4	3	0	1	$567M
2016	Mar 28, 2017	$409M	$409M	5	3	n/a	1	$409M
2015	Mar 29, 2016	$433M	$433M	4	2	n/a	1	$433M
2014	Mar 18, 2015	$421M	$421M	4	3	n/a	1	$421M
2013	Feb 6, 2014	$372M	$372M	4	4	n/a	1	$372M
2012	Feb 22, 2013	$242M	$242M	3	3	n/a	1	$242M