DFX Intelligence

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

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J••• G••••• L••

Registered adviser · CRD 330309Asset managerSEC registeredRAUM 10b 100b· NEW YORK, NY

As of 2026-07-01 · this record's last observation

Relationships: 10
Dated events: 12
Observed: May 1, 2024 to Jul 1, 2026

As of 2026-07-01 · this record's last observation

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 graphs

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 26, 2026, 2:53 AM UTC and rebuilt at most every 15 minutes.

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 managerderived••• Locked
Regulatory AUM: $32B••• Locked
Discretionary RAUM: $32B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 427
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J••• G••••• M••••• F••• L••	Hedge Fund	$32B	Jul 1, 2026	145	Sep 27, 2024	reported	021-516927
J••• G••••• S•••••••• T••••••••• M••••• F••• L•	Hedge Fund	$706M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• J•••••••• L••• E••••••	CHIEF OPERATING OFFICER	Na	yes	09/2023	May 1, 2024	Sep 27, 2024
C•••• M••••••• S••••••	CHIEF TECHNOLOGY OFFICER	Na	yes	09/2023	May 1, 2024	Sep 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
J••• G••••• G• 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
2025	Mar 31, 2026

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	$32B	$19B	66.8%	n/a	n/a	427	265	2	2

Relationships

Advises (2)

→ J••• G••••• S•••••••• T••••••••• M••••• F••• L•Private fundHedge Fund, IA
Jul 1, 2026 to presentfactForm ADV
→ J••• G••••• M••••• F••• L••Private fundHedge Fund, IA
Sep 27, 2024 to presentfactForm ADV

Controls (7)

← J•••• R•••••• N••OwnerMANAGING MEMBER, ownership code E, individual
May 1, 2024 to Sep 27, 2024factForm ADV
← H••••••••• S••••••• H•••

Dated events

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

Order

Occurred
1 Jul 2026
Ria private fund assets change
••• Locked
Form ADV
$26.5B
Occurred
1 Jul 2026
Private fund first reported
••• Locked
Form ADV
$706M
Occurred
31 Mar 2026
Regulatory AUM changed
••• Locked
Form ADV
$13.0B
Occurred
1 Jul 2026
Ria office opened2 events
J••• G••••• L••: ria office opened, 2 events, on 1 Jul 2026
- ••• Locked
- ••• Locked
Occurred
14 Apr 2025
Regulatory AUM changed
••• Locked
Form ADV
$13.5B

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 1, 2024
Last observed: Jul 1, 2026 2 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.