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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

GC WEALTH MANAGEMENT RIA, LLC

CRD 327269

CAMBRIDGE, 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:bdea27cf-6d04-abe6-96a3-a640579a079b

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 65
Dated events: 16
On other graphs: 0
Observed: Jun 12, 2023 to Mar 31, 2026
26 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $5.8BItem 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: $5.8B
Private client RAUM: $5.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 35
RAUM per advisor: $167Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 44
Advisory employees: 34
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,731
Individual clients: 32
High net worth clients: 215
Custody, client assets: $2.0B
SEC number: 801-128318
CIK: 2011169
CRD: 327269
Filings on the tape: 26
First filed: Jun 12, 2023
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: generalcatalyst.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 34

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES MICHAEL GERSACK	Certified Financial Planner	Jackson, WY	2	23	5	no
DAVID STEVEN BRESLIN	n/a	San Francisco, CA	2	24	3	no
RICHARD TODD WILL	Certified Financial Planner	Jackson, WY	2	16	4	no
CHRISTINE MICHELLE VASQUEZ	n/a	CAMBRIDGE, MA \| Hawthorne, CA	2	12	1	no
Chelsea Nichole Toledo	n/a	Jackson, WY	2	13	1	no
JOSEPH JAMES MATHEWS	n/a	CAMBRIDGE, MA	2	15	1	no
Abigail Rose Lee	n/a	CAMBRIDGE, MA	2	11	1	no
DARIN M SOUZA	n/a	CAMBRIDGE, MA	2	20	4	no
JAMES WIGHTMAN WILCOX	n/a	Jackson, WY	2	25	1	no
Michael Ken Kato	Certified Financial Planner	San Francisco, CA	2	25	1	no
Linda K Mauzy	Chartered Financial Analyst	Bellevue, WA	2	29	1	no
Leigh Flor	n/a	Bellevue, WA	2	22	3	no
Kim-Tieng Tear Baron	n/a	Bellevue, WA	2	10	2	no
Yin Chung Huang	n/a	Bellevue, WA	2	11	1	no
NICHOLE EILEEN HEIDRICK	n/a	Bellevue, WA	2	21	3	no
William A Grinnell	n/a	CAMBRIDGE, MA \| Woodstock, VT	2	37	4	no
JOHN BRIAN CAREW	n/a	Jackson, WY \| CAMBRIDGE, MA	2	13	1	no
Shelter Deedra Wein	n/a	Jackson, WY \| CAMBRIDGE, MA	2	10	n/a	no
ARIF AHMED	n/a	CAMBRIDGE, MA \| Washington, DC	1	28	3	no
Sotiria Basia Sgouros	n/a	Washington, DC \| CAMBRIDGE, MA	1	11	2	no
Laura Chase	n/a	Washington, DC \| CAMBRIDGE, MA	1	12	1	no
Rohan Munsif	Chartered Financial Analyst	Washington, DC \| CAMBRIDGE, MA	1	10	2	no
Lemuel Bourne	n/a	CAMBRIDGE, MA \| Washington, DC	1	11	3	no
Sarah Joshi	Chartered Financial Analyst	San Francisco, CA	1	10	3	no
Scott Lachlan Lee	n/a	San Francisco, CA	1	10	1	no

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
ALLEN, MARK, JOSEPH	CHIEF FINANCIAL OFFICER	Na	yes	06/2023	Mar 31, 2026	Mar 31, 2026
BRESLIN, DAVID, STEVEN	EXECUTIVE VICE PRESIDENT	Na	yes	06/2023	Mar 31, 2026	Mar 31, 2026
GC WEALTH MANAGEMENT	Member	E	yes	06/2023	Mar 31, 2026	Mar 31, 2026
HALE, JESSICA, RILEY	CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER	Na	yes	09/2023	Mar 31, 2026	Mar 31, 2026
Thornton, Robert	CHIEF EXECUTIVE OFFICER	Na	yes	09/2025	Mar 31, 2026	Mar 31, 2026
Wolfe, Christopher, James	CHIEF INVESTMENT OFFICER	Na	yes	11/2025	Mar 31, 2026	Mar 31, 2026
CHENAULT, KENNETH, IRVINE	Member	C	yes	02/2018	Jun 12, 2023	Nov 11, 2024
CHENAULT, KENNETH, IRVINE	LIMITED PARTNER	C	yes	02/2018	Jun 12, 2023	Nov 11, 2024
CHENAULT, KENNETH, IRVINE	MANAGING DIRECTOR	Na	yes	06/2023	Jun 12, 2023	Nov 11, 2024
FIALKOW, DAVID, PAUL	MANAGING DIRECTOR	Na	yes	06/2023	Jun 12, 2023	Nov 11, 2024
FIALKOW, DAVID, PAUL	Member	C	yes	02/2018	Jun 12, 2023	Nov 11, 2024
FIALKOW, DAVID, PAUL	LIMITED PARTNER	C	yes	12/2004	Jun 12, 2023	Nov 11, 2024
FIELDING, PAUL, SANFORD	CHIEF OPERATING OFFICER	Na	yes	06/2023	Jun 12, 2023	Nov 11, 2024
GC MANAGEMENT PARTNERS, L.P	Member	E	yes	11/2018	Jun 12, 2023	Nov 11, 2024
GC PARTNERS HOLDINGS, LP	LIMITED PARTNER	E	yes	11/2018	Jun 12, 2023	Nov 11, 2024
GC WEALTH MANAGEMENT INTERMEDIATE, LLC	Member	E	yes	06/2023	Nov 11, 2024	Nov 11, 2024
GC WEALTH MANAGEMENT PARENT, LLC	Member	E	yes	06/2023	Nov 11, 2024	Nov 11, 2024
GENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLC	GENERAL PARTNER	F	yes	12/2013	Jun 12, 2023	Nov 11, 2024
GENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.	LIMITED PARTNER	E	yes	11/2018	Jun 12, 2023	Nov 11, 2024
GENERAL CATALYST GROUP MANAGEMENT, LLC	Member	E	yes	06/2023	Jun 12, 2023	Nov 11, 2024
MCCAIN, CHRISTOPHER, LUKE	CHIEF LEGAL OFFICER	Na	yes	06/2023	Jun 12, 2023	Nov 11, 2024
TANEJA, HEMANT	LIMITED PARTNER	C	yes	10/2017	Jun 12, 2023	Nov 11, 2024
TANEJA, HEMANT	Member	C	yes	02/2018	Jun 12, 2023	Nov 11, 2024
TANEJA, HEMANT	MANAGING DIRECTOR	Na	yes	06/2023	Jun 12, 2023	Nov 11, 2024

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
GENERAL CATALYST GROUP MANAGEMENT, LLC	n/a	Asset manager	$46B	Y	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Bellevue	Wa	United States	5	no
Jackson	Wy	United States	4	no
SAN FRANCISCO	CA	United States	1	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 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$5.8B	$5.8B	44	34	5	n/a	n/a
2024	Mar 27, 2025	$2.2B	$2.2B	21	17	3	n/a	n/a
2023	Mar 21, 2024	$1.7B	$1.7B	21	15	3	n/a	n/a

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
3	1	2	2.9%	0	0	0	34	1

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	$5.8B	$2.2B	170.9%	n/a	n/a	44	21	5	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
J.P. MORGAN SECURITIES LLC	14	May 16, 2025	Mar 11, 2026	SAN FRANCISCO, CA	Team lift out	Wirehouse to RIA	0.1%
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	3	Feb 7, 2024	Feb 8, 2024	BELLEVUE, WA	Team lift out	Ibd to RIA	0.7%
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	2	Jan 22, 2024	Jan 19, 2024	BELLEVUE, WA	Team lift out	Ibd to RIA	0.4%
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	3	Oct 2, 2023	Nov 16, 2023	SAN FRANCISCO, CA	Team lift out	Ibd to new firm	0.6%
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	3	Oct 2, 2023	Oct 12, 2023	BOSTON, MA	Team lift out	Ibd to new firm	0.6%
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	3	Oct 2, 2023	Sep 29, 2023	JACKSON, WY	Team lift out	Ibd to new firm	0.6%

Relationships

Registered with (36)

← JACK SHUJIE ZHAOAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← Ketan DesaiAdvisorregistration: current employment
Mar 11, 2026 to presentfactForm ADV
← Richard Y ChanAdvisorregistration: current employment
Feb 24, 2026 to presentfactForm ADV
← Christopher James WolfeAdvisorregistration: current employment
Dec 19, 2025 to presentfactForm ADV
← Brian Stephen LemanAdvisorregistration: current employment
Jul 9, 2025 to presentfactForm ADV
← Jeremy ParselsAdvisorregistration: current employment
May 27, 2025 to presentfactForm ADV
← Alexandra RuebAdvisorregistration: current employment
May 25, 2025 to presentfactForm ADV
← Cearull Jack HorganAdvisorregistration: current employment
May 25, 2025 to presentfactForm ADV
← RILEY YANGAdvisorregistration: current employment
May 25, 2025 to presentfactForm ADV
← Jonathan HartleyAdvisorregistration: current employment
May 25, 2025 to presentfactForm ADV
← Rohan MunsifAdvisorregistration: current employment
May 22, 2025 to presentfactForm ADV
← Lemuel BourneAdvisorregistration: current employment
May 22, 2025 to presentfactForm ADV
← Sarah JoshiAdvisorregistration: current employment
May 22, 2025 to presentfactForm ADV
← Scott Lachlan LeeAdvisorregistration: current employment
May 22, 2025 to presentfactForm ADV
← Sotiria Basia SgourosAdvisorregistration: current employment
May 21, 2025 to presentfactForm ADV
← Laura ChaseAdvisorregistration: current employment
May 21, 2025 to presentfactForm ADV
← ARIF AHMEDAdvisorregistration: current employment
May 20, 2025 to presentfactForm ADV
← Shelter Deedra WeinAdvisorregistration: current employment
Sep 6, 2024 to presentfactForm ADV
← JOHN BRIAN CAREWAdvisorregistration: current employment
Jun 3, 2024 to presentfactForm ADV
← William A GrinnellAdvisorregistration: current employment
May 23, 2024 to presentfactForm ADV
← NICHOLE EILEEN HEIDRICKAdvisorregistration: current employment
Feb 8, 2024 to presentfactForm ADV
← Linda K MauzyAdvisorregistration: current employment
Jan 19, 2024 to presentfactForm ADV
← Leigh FlorAdvisorregistration: current employment
Jan 19, 2024 to presentfactForm ADV
← Kim-Tieng Tear BaronAdvisorregistration: current employment
Jan 19, 2024 to presentfactForm ADV
← Yin Chung HuangAdvisorregistration: current employment
Jan 19, 2024 to presentfactForm ADV
← Michael Ken KatoAdvisorregistration: current employment
Nov 16, 2023 to presentfactForm ADV
← JAMES WIGHTMAN WILCOXAdvisorregistration: current employment
Oct 29, 2023 to presentfactForm ADV
← DARIN M SOUZAAdvisorregistration: current employment
Oct 12, 2023 to presentfactForm ADV
← JOSEPH JAMES MATHEWSAdvisorregistration: current employment
Oct 4, 2023 to presentfactForm ADV
← Abigail Rose LeeAdvisorregistration: current employment
Oct 4, 2023 to presentfactForm ADV
and 6 more

Affiliated with (2)

← GENERAL CATALYSTRegistered adviserother investment adviser, control, common control
factForm ADV
→ GENERAL CATALYSTRegistered adviserother investment adviser, control, common control
factForm ADV

Moved with (2)

← J.P. MORGAN SECURITIES LLCRegistered adviser12 advisors, team lift out
May 16, 2025 to Mar 11, 2026factForm ADV
← J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviser3 advisors, team lift out, same day
Feb 7, 2024 to Feb 8, 2024factForm ADV

Controls (14)

← BRESLIN, DAVID, STEVENOwnerPRESIDENT, ownership code NA, individual
Jun 12, 2023 to Nov 11, 2024factForm ADV
← CHENAULT, KENNETH, IRVINEOwnerMEMBER, ownership code C, individual
Jun 12, 2023 to Nov 11, 2024factForm ADV
← FIALKOW, DAVID, PAULOwnerMEMBER, ownership code C, individual
Jun 12, 2023 to Nov 11, 2024factForm ADV
← TANEJA, HEMANTOwnerMEMBER, ownership code C, individual
Jun 12, 2023 to Nov 11, 2024factForm ADV
← MCCAIN, CHRISTOPHER, LUKEOwnerCHIEF LEGAL OFFICER, ownership code NA, individual
Jun 12, 2023 to Nov 11, 2024factForm ADV
← ALLEN, MARK, JOSEPHOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jun 12, 2023 to Nov 11, 2024factForm ADV
← HALE, JESSICA, RILEYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 6, 2023 to Nov 11, 2024factForm ADV
← FIELDING, PAUL, SANFORDOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jun 12, 2023 to Nov 11, 2024factForm ADV
← GC MANAGEMENT PARTNERS, L.POwnerMEMBER, ownership code E, domestic entity
Jun 12, 2023 to Nov 11, 2024factForm ADV
← GC PARTNERS HOLDINGS, LPOwnerLIMITED PARTNER, ownership code E, domestic entity
Jun 12, 2023 to Nov 11, 2024factForm ADV
← GC WEALTH MANAGEMENT INTERMEDIATE, LLCOwnerMEMBER, ownership code E, domestic entity
Nov 11, 2024 to Nov 11, 2024factForm ADV
← GC WEALTH MANAGEMENT PARENT, LLCOwnerMEMBER, ownership code E, domestic entity
Nov 11, 2024 to Nov 11, 2024factForm ADV
← GENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Jun 12, 2023 to Nov 11, 2024factForm ADV
← GENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.OwnerLIMITED PARTNER, ownership code E, domestic entity
Jun 12, 2023 to Nov 11, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2026
Advisor headcount changed
Gc Wealth Management Ria, Llc reported 34 state-registered advisory representatives, up from 18 (2025-12-10 to 2026-03-31)
Form ADVobserved 5 days ago
16 IARS
Occurred
Mar 31, 2026
Regulatory AUM changed
Gc Wealth Management Ria, Llc reported RAUM $5.8B, up 171% from $2.2B (2025-12-10 to 2026-03-31)
Form ADVobserved 5 days ago
$3.7B
Occurred
Dec 5, 2025
Advisor changed firm
Nicholas Lee left Gc Wealth Management Ria, Llc for J.P. Morgan Securities Llc (registered 2026-06-16)
Form ADVobserved 5 days ago
Occurred
May 16, 2025
Team lift-out
12 advisors left J.P. Morgan Securities LLC (San Francisco, CA) for GC Wealth Management RIA, LLC within 6 days
Form ADVobserved 5 days ago
12 advisors
Occurred
Mar 21, 2024
Regulatory AUM changed
Gc Wealth Management Ria, Llc reported RAUM $1.7B, up 71% from $1.0B (2024-01-18 to 2024-03-21)
Form ADVobserved 5 days ago
$714M
Occurred
Mar 21, 2024
Control person left
Edward Joel Cutler (Managing Director) no longer on Schedule A of Gc Wealth Management Ria, Llc (listed 2024-01-18, absent 2024-03-21)
Form ADVobserved 5 days ago
Occurred
Feb 7, 2024
Team lift-out
3 advisors left J.P. Morgan Private Wealth Advisors LLC (Bellevue, WA) for GC Wealth Management RIA, LLC on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Jan 22, 2024
Team lift-out
2 advisors left J.P. Morgan Private Wealth Advisors LLC (Bellevue, WA) for GC Wealth Management RIA, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Dec 21, 2023
Regulatory AUM changed
Gc Wealth Management Ria, Llc reported RAUM $1.0B, up 254% from $282.9M (2023-11-20 to 2023-12-21)
Form ADVobserved 5 days ago
$718M
Occurred
Oct 2, 2023
Team lift-out
3 advisors left J.P. Morgan Private Wealth Advisors LLC (Jackson, WY) for GC Wealth Management RIA, LLC within 2 days
Form ADVobserved 5 days ago
3 advisors
Occurred
Oct 2, 2023
Team lift-out
3 advisors left J.P. Morgan Private Wealth Advisors LLC (Los Angeles, CA) for GC Wealth Management RIA, LLC within 7 days
Form ADVobserved 5 days ago
3 advisors
Occurred
Oct 2, 2023
Team lift-out
3 advisors left J.P. Morgan Private Wealth Advisors LLC (Boston, MA) for GC Wealth Management RIA, LLC on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Sep 6, 2023
Control person joined
Riley Jessica Hale (Chief Compliance Officer) appeared on Schedule A of Gc Wealth Management Ria, Llc
Form ADVobserved 5 days ago
Occurred
Sep 6, 2023
Control person left
Stanton Anthony Dell (Chief Compliance Officer) no longer on Schedule A of Gc Wealth Management Ria, Llc (listed 2023-09-05, absent 2023-09-06)
Form ADVobserved 5 days ago
Occurred
Jun 12, 2023
First Form ADV filing
Genomic Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Nov 20, 2023
Gc Wealth Management Ria, Llc reported 11 state-registered advisory representatives, up from 0 (2023-10-27 to 2023-11-20)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bdea27cf-6d04-abe6-96a3-a640579a079b
First observed: Jun 12, 2023
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.

GC WEALTH MANAGEMENT RIA, LLC

CRD 327269

CAMBRIDGE, 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:bdea27cf-6d04-abe6-96a3-a640579a079b

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES MICHAEL GERSACK

Certified Financial Planner

Jackson, WY

DAVID STEVEN BRESLIN

n/a

San Francisco, CA

RICHARD TODD WILL

Certified Financial Planner

Jackson, WY

CHRISTINE MICHELLE VASQUEZ

n/a

CAMBRIDGE, MA | Hawthorne, CA

Chelsea Nichole Toledo

n/a

Jackson, WY

JOSEPH JAMES MATHEWS

n/a

CAMBRIDGE, MA

Abigail Rose Lee

n/a

CAMBRIDGE, MA

DARIN M SOUZA

n/a

CAMBRIDGE, MA

JAMES WIGHTMAN WILCOX

n/a

Jackson, WY

Michael Ken Kato

Certified Financial Planner

San Francisco, CA

Linda K Mauzy

Chartered Financial Analyst

Bellevue, WA

Leigh Flor

n/a

Bellevue, WA

Kim-Tieng Tear Baron

n/a

Bellevue, WA

Yin Chung Huang

n/a

Bellevue, WA

NICHOLE EILEEN HEIDRICK

n/a

Bellevue, WA

William A Grinnell

n/a

CAMBRIDGE, MA | Woodstock, VT

JOHN BRIAN CAREW

n/a

Jackson, WY | CAMBRIDGE, MA

Shelter Deedra Wein

n/a

Jackson, WY | CAMBRIDGE, MA

n/a

ARIF AHMED

n/a

CAMBRIDGE, MA | Washington, DC

Sotiria Basia Sgouros

n/a

Washington, DC | CAMBRIDGE, MA

Laura Chase

n/a

Washington, DC | CAMBRIDGE, MA

Rohan Munsif

Chartered Financial Analyst

Washington, DC | CAMBRIDGE, MA

Lemuel Bourne

n/a

CAMBRIDGE, MA | Washington, DC

Sarah Joshi

Chartered Financial Analyst

San Francisco, CA

Scott Lachlan Lee

n/a

San Francisco, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLEN, MARK, JOSEPH

CHIEF FINANCIAL OFFICER

yes

06/2023

Mar 31, 2026

BRESLIN, DAVID, STEVEN

EXECUTIVE VICE PRESIDENT

yes

06/2023

Mar 31, 2026

GC WEALTH MANAGEMENT

Member

yes

06/2023

Mar 31, 2026

HALE, JESSICA, RILEY

CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER

yes

09/2023

Mar 31, 2026

Thornton, Robert

CHIEF EXECUTIVE OFFICER

yes

09/2025

Mar 31, 2026

Wolfe, Christopher, James

CHIEF INVESTMENT OFFICER

yes

11/2025

Mar 31, 2026

CHENAULT, KENNETH, IRVINE

Member

yes

02/2018

Jun 12, 2023

Nov 11, 2024

CHENAULT, KENNETH, IRVINE

LIMITED PARTNER

yes

02/2018

Jun 12, 2023

Nov 11, 2024

CHENAULT, KENNETH, IRVINE

MANAGING DIRECTOR

yes

06/2023

Jun 12, 2023

Nov 11, 2024

FIALKOW, DAVID, PAUL

MANAGING DIRECTOR

yes

06/2023

Jun 12, 2023

Nov 11, 2024

FIALKOW, DAVID, PAUL

Member

yes

02/2018

Jun 12, 2023

Nov 11, 2024

FIALKOW, DAVID, PAUL

LIMITED PARTNER

yes

12/2004

Jun 12, 2023

Nov 11, 2024

FIELDING, PAUL, SANFORD

CHIEF OPERATING OFFICER

yes

06/2023

Jun 12, 2023

Nov 11, 2024

GC MANAGEMENT PARTNERS, L.P

Member

yes

11/2018

Jun 12, 2023

Nov 11, 2024

GC PARTNERS HOLDINGS, LP

LIMITED PARTNER

yes

11/2018

Jun 12, 2023

Nov 11, 2024

GC WEALTH MANAGEMENT INTERMEDIATE, LLC

Member

yes

06/2023

Nov 11, 2024

GC WEALTH MANAGEMENT PARENT, LLC

Member

yes

06/2023

Nov 11, 2024

GENERAL CATALYST GROUP MANAGEMENT HOLDINGS GP, LLC

GENERAL PARTNER

yes

12/2013

Jun 12, 2023

Nov 11, 2024

GENERAL CATALYST GROUP MANAGEMENT HOLDINGS, L.P.

LIMITED PARTNER

yes

11/2018

Jun 12, 2023

Nov 11, 2024

GENERAL CATALYST GROUP MANAGEMENT, LLC

Member

yes

06/2023

Jun 12, 2023

Nov 11, 2024

MCCAIN, CHRISTOPHER, LUKE

CHIEF LEGAL OFFICER

yes

06/2023

Jun 12, 2023

Nov 11, 2024

TANEJA, HEMANT

LIMITED PARTNER

yes

10/2017

Jun 12, 2023

Nov 11, 2024

TANEJA, HEMANT

Member

yes

02/2018

Jun 12, 2023

Nov 11, 2024

TANEJA, HEMANT

MANAGING DIRECTOR

yes

06/2023

Jun 12, 2023

Nov 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GENERAL CATALYST GROUP MANAGEMENT, LLC

n/a

Asset manager

$46B

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bellevue

United States

Jackson

United States

SAN FRANCISCO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$5.8B

n/a

2024

Mar 27, 2025

$2.2B

n/a

2023

Mar 21, 2024

$1.7B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

2.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$5.8B

$2.2B

170.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

J.P. MORGAN SECURITIES LLC

May 16, 2025

Mar 11, 2026

SAN FRANCISCO, CA

Team lift out

Wirehouse to RIA

0.1%

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Feb 7, 2024

Feb 8, 2024

BELLEVUE, WA

Team lift out

Ibd to RIA

0.7%

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Jan 22, 2024

Jan 19, 2024

BELLEVUE, WA

Team lift out

Ibd to RIA

0.4%

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Oct 2, 2023

Nov 16, 2023

SAN FRANCISCO, CA

Team lift out

Ibd to new firm

0.6%

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Oct 2, 2023

Oct 12, 2023

BOSTON, MA

Team lift out

Ibd to new firm

0.6%

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Oct 2, 2023

Sep 29, 2023

JACKSON, WY

Team lift out

Ibd to new firm

0.6%