DFX Intelligence

G•••••• E•••• D•••••••••: 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 adviserformer SEC advisernot on rosterRAUM 100m 1b

G•••••• E•••• D•••••••••

GEDI, INC, CRD 155170

PORTLAND, OR

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:c6adeaf5-0b5b-d4fc-6201-f9280625d39a

Data as of Jun 1, 2012 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 1
Observed: Nov 30, 2011 to Jun 1, 2012
3 observations

Across DFX

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

Real Estate Fundsidentity

G•••••• E•••• D•••••••••

Real estate fund manager · key crd, key sfn adviser, shared crd

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: $182M••• Locked
Discretionary RAUM: $182M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 2
Private funds

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• M••••• H•••••	SENIOR VICE PRESIDENT	Na	yes	02/2009	Nov 30, 2011	Jun 1, 2012
E••••• M•••• C••••••	Ceo	D	yes	02/1996	Nov 30, 2011	Jun 1, 2012

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 28, 2012	$182M	$182M	n/a	n/a	n/a	2	$182M

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$182M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Controls (9)

← B••••••••• M••••• H•••••OwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Nov 30, 2011 to presentfactForm ADV
← E••••• M•••• C••••••OwnerCEO, ownership code D, individual
Nov 30, 2011 to presentfactForm ADV
← S••••• K••••• T•••••OwnerPRESIDENT, ownership code B, individual
Nov 30, 2011 to presentfactForm ADV
← K••••• R••••• L••OwnerCHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, ownership code A, individual
Nov 30, 2011 to presentfact

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6adeaf5-0b5b-d4fc-6201-f9280625d39a
First observed: Nov 30, 2011
Last observed: Jun 1, 2012 174 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.