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.

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

$24BItem 5.F on the latest filing (2026-01-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$24B

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

0

Employees

5

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

Custody, client assets

$24B

SEC number

801-126850

CRD

323648

Filings on the tape

6

First filed

Oct 7, 2022

Latest filed

Jan 30, 2026

Organised

Corporation, DE

• Occurred

  Feb 27, 2025
  Regulatory AUM changed

  Ge Investment Management reported RAUM $24.4B, down 47% from $45.8B (2024-03-01 to 2025-02-27)

  Form ADVobserved 6 days ago
  $-21.3B
• Occurred

  Mar 8, 2023
  Control person joined

  Owen Gregory Bouleris (Vice President- Public Equity, Multi-Asset Credit And Hedge Funds & Director) appeared on Schedule A of Ge Investment Management

  Form ADVobserved 6 days ago
• Occurred

  Oct 7, 2022
  First Form ADV filing

  Ge Investment Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a4f03f5b-c846-9327-b28e-4c1d7815af58

First observed

Oct 7, 2022

Last observed

Jan 30, 2026 7 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.