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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

G•• S•••••••• P••• L••••••

CRD 169321

S••••••••

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Search this name across graphsid dfx:ria:e111976f-29b7-1b5b-30cb-7a47680ac760

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 14
On other graphs: 1
Observed: Oct 17, 2013 to Mar 31, 2026
18 observations

Across DFX

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

Private Equityidentity

G•• S•••••••• P••• L••••••

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.58 institutional_share=0.14 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $2.1BItem 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: $2.1B
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

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
B••••• S•••••• J••••	BOARD MEMBER	Na	yes	03/2015	Mar 31, 2015	Mar 28, 2024
B••••••••• Z•••• A•••••	BOARD MEMBER	Na	yes	10/2018	Mar 29, 2019

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••••••• M••• V•• O••••••• • C• L••	n/a	Other adviser	$81B	Y	no	n/a
G•• A•••••••• L•••	n/a	n/a	n/a	N	yes	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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	$2.1B	$2.4B	-10.0%	$3.2B	-13.1%	15	16	0	0

Relationships

Affiliated with (4)

← G••••••• M••• V•• O••••••• • C• L••Registered adviserother investment adviser, control
factForm ADV
→ G••••••• M••• V•• O••••••• • C• L••Registered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, control
factForm ADV
← GMO EUROPE LLCRegistered adviserother investment adviser, common control
factForm ADV
← GMO RENEWABLE RESOURCES, LLCRegistered adviser

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
G•• S•••••••• P••• L•••••• reported RAUM $2.3B, down 30% from $3.2B (2024-03-06 to 2024-03-28)
Form ADVobserved 7 days ago
$-968M
Occurred
Mar 28, 2024
Control person joined
Ann T••• P••• (Board Member) appeared on Schedule A of G•• S•••••••• P••• L••••••
Form ADVobserved 7 days ago
Occurred
Mar 29, 2023
Regulatory AUM changed
G•• S•••••••• P••• L•••••• reported RAUM $3.2B, down 48% from $6.3B (2022-03-30 to 2023-03-29)
Form ADVobserved 7 days ago
$-3.0B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e111976f-29b7-1b5b-30cb-7a47680ac760
First observed: Oct 17, 2013
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.