DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

G•••••••• P••••••• P•••••••• L••

CRD 299814

GREENWICH, CT

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:b9a4cbd5-3c84-a190-82e0-0c53dbf63805

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 1
On other graphs: 1
Observed: Nov 21, 2018 to Mar 31, 2026
21 observations

Across DFX

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

Real Estate Fundsidentity

G•••••••• P••••••• P•••••••• L••

Real estate fund manager · 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=true related_bank=true bd_reps=0.0
Regulatory AUM: $890MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $787M
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: 1
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
m•••••• j•••• p••••••	n/a	Austin, TX	7	14	n/a	no

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•••••••• I•• L•••	Real Estate Fund	$243M	Nov 12, 2024	9	Mar 31, 2022	reported	021-409291
G•••••••• I• P•••••••• L•••	Real Estate Fund	$87.0M

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
F••••••• E•••• E•••••	MANAGING PARTNER AND MEMBER	B	yes	01/2019	Nov 21, 2018	Nov 12, 2024
M••••• R•••••• G•••••••	CEO AND MEMBER	C	yes	01/2019	Nov 21, 2018

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•••••••• J•••• V•••••• M••••••••• I••• L•••••	n/a	n/a	n/a	Y	yes	n/a
G•••••••• M••••••••• I••• L•••••	n/a	n/a	n/a	Y	yes	n/a
G•••••••• M••••••••• I••• L•••••

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	5	no
Austin	TX	United States	3	no
Arlington	Va	United States	3	no

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; showing 7 of 8

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	$890M	$939M	-5.2%	$935M	-1.6%	19	22	3	3

Relationships

Advises (11)

→ G•••••••• I•• L•••Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ G•••••••• J•••• V•••••• I••• L•••Private fundReal Estate Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ G•••••••• A• I••••••••• L•••Private fundReal Estate Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ G•••••••• I• P•••••••• L•••

Dated events

Occurred
Nov 21, 2018
First Form ADV filing
G•••••••• P••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9a4cbd5-3c84-a190-82e0-0c53dbf63805
First observed: Nov 21, 2018
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.