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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

G•••• C•••••• M••••••••• L••

CRD 115504

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2fd75af4-24cc-4dd8-f3a6-9c9f6679e5ae

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 12
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2026
52 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: $1737B••• Locked
Discretionary RAUM: $1737B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 194

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
F••• U••• B•••• M••••• I•••• F••• L•	Other Private Fund	$4.4B	Apr 17, 2017	15	Mar 25, 2013	dropped	021-191334
F••• T••••• D••• R•••••• 1••• V•••• I••••• L•	Other Private Fund	$2.0B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••••• M••••••• A••••••	CHIEF COMPLIANCE OFFICER	Na	yes	07/2023	Jul 7, 2023	Aug 13, 2024
C•••••••• S••••• C••••••••	CHIEF FINANCIAL OFFICER	Na	yes	10/2013	Nov 15, 2013	Aug 13, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

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

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	$1737B	$1377B	26.2%	$803B	29.3%	194	173	0	0

Relationships

Advises (11)

→ G•••• S••••• C•••••••• R••••• C••••• L•••Private fundHedge Fund, IA
Mar 28, 2012 to presentfactForm ADV
→ G•••• C•••••••• S••••••• C••••• L•••Private fundHedge Fund, IA
Aug 21, 2017 to presentfactForm ADV
→ G•••• S•• I•••••••• F•••••• C••••• L•••Private fundHedge Fund, IA
Feb 25, 2019 to presentfactForm ADV
→ G•••• C•••••••• R••••• C•••••• C••••• L•••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
G•••• C•••••• M••••••••• L•• reported RAUM $1.7T, up 26% from $1.4T (2026-01-21 to 2026-03-31)
Form ADVobserved 7 days ago
$360.0B
Occurred
Apr 16, 2025
Regulatory AUM changed
G•••• C•••••• M••••••••• L•• reported RAUM $1.4T, up 30% from $1.1T (2024-08-13 to 2025-04-16)
Form ADVobserved 7 days ago
$313.7B
Occurred
May 23, 2024
Control person joined
M Laura Doherty (Chief Operating Officer) appeared on Schedule A of G•••• C•••••• M••••••••• L••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fd75af4-24cc-4dd8-f3a6-9c9f6679e5ae
First observed: Mar 30, 2012
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.