DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserNot on rosterRAUM 1b 10b

G•• I••••••••• A••••••• L••

CRD 318844

ATLANTA, GA

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Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 2
Observed: Feb 22, 2022 to Mar 30, 2023
3 observations

Across DFX

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

Private Equityidentity

G•• I••••••••• A••••••• L••

Private equity manager · same CRD, same SEC file number

Real Estate Fundsidentity

G•• I••••••••• A••••••• L••

Real estate fund manager · same CRD, same SEC file number

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $3.5B••• Locked
Discretionary RAUM: $3.5B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 144
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• G••••••• S••••••	CHIEF EXECUTIVE OFFICER	Na	yes	01/2021	Feb 22, 2022	Mar 30, 2023
F•••• M••••••• N••	G•••••• COUNSEL	Na	yes	11/2019	Feb 22, 2022	Mar 30, 2023

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
G•••••• I•••••••• S••••••• I•••	n/a	n/a	n/a	Y	yes	n/a
G•• I••••••••• V•••• F••• G• L••	n/a	n/a	n/a	Y	yes	n/a
G•• M••••••• F••• G• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	39	no
Dallas	TX	United States	17	no
SAN FRANCISCO	CA	United States	4	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	$3.5B	$3.5B	144	78	3	3	$3.5B

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$3.5B	n/a	n/a	n/a	n/a	144	n/a	3	n/a

Relationships

Controls (11)

← W••••••• M••••• J••••OwnerTRUSTEE, ownership code E, individual
Feb 22, 2022 to presentfactForm ADV
← W••••••• N•••• W•••••••OwnerTRUSTEE, ownership code E, individual
Feb 22, 2022 to presentfactForm ADV
← P•••••• T•••••••• D•••••OwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Feb 22, 2022 to presentfactForm ADV
← B••••• G••••••• S••••••OwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Feb 22, 2022 to presentfact

Dated events

Order

Occurred
8 Nov 2022
Regulatory AUM changed
••• Locked
Form ADV
$1.4B
Occurred
22 Feb 2022
First Form ADV filing
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 22, 2022
Last observed: Mar 30, 2023 42 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.

All 13 rows

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
W••••••• M••••• J••••	Trustee	E	yes	12/2012	Feb 22, 2022	Mar 30, 2023
W••••••• N•••• W•••••••	Trustee	E	yes	12/2012	Feb 22, 2022	Mar 30, 2023
W••••••• N•••• W•••••••	Trustee	E	yes	12/2012	Feb 22, 2022	Mar 30, 2023