Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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G•• F••• M••••••••• L•••
GBX Group LLC specializes in acquiring, preserving, and operating historic real estate in urban markets.
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 6 of 6 private equity vehicles are named credit
- Size band
- Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 6 of 6 private equity vehicles are named credit
- Adviser type
- exempt reporting adviser
- Form ADV filings
- May 10, 2016 to Mar 29, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $391,862reported gross assets (Form ADV), not fund size
- All private fund GAV
- $84.9Mevery private fund type, latest filing
- 2024 PE fund GAV
- $391,862sum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 29%
- Fund type mix
- filed 2024-03-29, latest gav Liquidity Fund $7.7M, Real Estate Fund $76.7M, Private Equity Fund $391,862, latest counts Liquidity Fund 1, Real Estate Fund 13, Private Equity Fund 6, lifetime distinct Liquidity Fund 1, Real Estate Fund 13, Private Equity Fund 6, Venture Capital Fund 1
- Employees
- unknown
- Headquarters
- Cleveland, OH
- Office address
- 2101 SUPERIOR AVENUE, Cleveland, OH, 44114
- Business phone
- (216) 241-6689
- Sectors
- real estate
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
- roles
- add on 1, unknown 1, platform 9
- period
- to 2026-02-23, from 2024-02-12, undated holdings 2, dated observations 18
- window
- last 2026-02-23, first 2024-02-12
- control
- control 9, unknown 2
- companies
- 7
- geography
- investments
- 11
- seller kinds
- transactions
- 9
- cadence by year
- 2024 add ons 1, 2025 platforms 4, 2026 platforms 4
- platform add on
- add ons 1, platforms 9, add ons per platform 0.11
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.143, value business services, examples Silverlode Consulting
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.143, value management consulting, examples Silverlode Consulting
7 companies on the graph (9 transactions); most in business services (1); 9 platforms and 1 add-ons; observed 2024 to 2026
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G•• R•••••••• E••••• T•• C••••• F••• 2••••• L•• ADV: Private Equity Fund | Credit fund | 2016 year in the fund name | $0 as of Mar 29, 2024 | no Form D | Harvest | |
| G•• R•••••••• E••••• T•• C••••• F••• 2••••• L•• ADV: Private Equity Fund | Credit fund | 2015 year in the fund name | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| G•• R•••••••• E••••• T•• C••••• F••• 2••••• L•• ADV: Private Equity Fund | Credit fund | 2014 year in the fund name | $391,862 as of Mar 29, 2024 | no Form D | Mature | |
| G•• R•••••••• E••••• T•• C••••• F••• 2••••• L•• ADV: Private Equity Fund | Credit fund | 2013 year in the fund name | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| G••••• X• H••••••• T•• C••••• F••• 2••••• L••• ADV: Private Equity Fund | Credit fund | unknown | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| G••••• X• H••••••• T•• C••••• F••• 2••••• L••• ADV: Private Equity Fund | Credit fund | unknown | $0 as of Mar 29, 2024 | no Form D | Unknown |
- A••••• J••• S••••••• · Chief Executive Officer · since Sep 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••••• R••••• · President of Community Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• C••••••• · President of Real Estate Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• M••••••• · President of C••••••••• Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• S••••••• · Founder and CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D••• S••••••• · Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• S••••••• · CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D••• S••••••• · Founder and CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••• P••••••••• · President of Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• H••••••• · President of Tax C••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• S•••••• · Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• M••••••• · Manager of Real Estate Valuation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• R•••• · Manager of Financial Systems · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S•••••• · Managing Director of Partner Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• L••• · Manager of Insurance and Office Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• O•••• · Asset Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•• H••••••••• · Managing Director of Valuation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• B••••••• · Manager of Business Intelligence and Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• S••••••• · Manager of Acquisitions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• G•••••• · Manager of Valuation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• W•••• · Project Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• F••••••••• · Asset Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• T•••••• · Asset Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- U••••• M•••• · Real Estate Transactions Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••••• L••••• · Senior Project Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• M••• · Director of Facilities · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• P•••••• · Director of Valuation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• T•••• · Director of Architecture · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• N••••• · Director of Community Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••••• M•••••• · Director of Project Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• V••••• · Director of Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• C•••• · Director of Enterprise Solutions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••••• G•••• · Director of Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• F••• · Executive Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• U•••• · Vice President of Government & Public Affairs · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• J•••••• · Vice President of Strategic Integration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• S•••••• · Acquisitions Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• A•••• · Development Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• S•••• · Senior Project Manager & Business Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S•••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• S•••• · Managing Director of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• F••••••• · Business Development Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M•••• · Executive Managing Director of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• P••••••••• · Investor Relations Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• B••••• · Director of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• H••••• · Director of Tax Data Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• M•••••• · Tax Data Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• S••••••• · M•••eting Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• W••••••• · Chief Technology Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• Z•••••••• · Chief Legal and Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• F•••••• · Director of M•••eting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• Z••••••••• · Director of People Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• N••••• · People Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• V••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• S•••••• · Chief Financial Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•• S••••• · General Counsel - Real Estate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• C••• · Executive Administrative Assistant, Legal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•• H••• · Senior Real Estate Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••• M•••••• · VP of Accounting and Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• L••• · IT QA Application Analyst III · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• W••••••• · Senior Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M••••••••• H•• · Chief Legal Officer · since Dec 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••••• S••••••• · Public Affairs and M•••eting Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••••• N••••• · Executive Administrative Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• F••• · Chief Operating Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••••• R••••••• C•••• · Assistant General Counsel – Real Estate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• N•••• · Vice President of Tax Strategy · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• H•••• · Executive Administrative Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• E•••• · Senior Project Manager – Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• R••••• · Manager of Tax Reporting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• B••••••• · Communications Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• W••••• · Senior Tax Data Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• G•••• · Senior Managing Director of Tax Strategy · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• G•••••• · Director of Tax Credits and Partner Solutions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• R••••• · Director of Incentives and Tax Credit Solutions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• K•••• · Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• D•••• · Chief Revenue Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• C•••• · Manager of Property Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• L• · Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• O•••• · Facilities Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• J•••• · AP/AR Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• I•••••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• M••••• · Senior Property Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- R••••••• D•••• M••••• · President And Chief Investment Officer · Sep 1, 2015 to Mar 30, 2017 Inference
- K•••• M••• C•••••••• · Chief Compliance Officer And Chief Legal Officer · Sep 1, 2015 to Mar 30, 2017 Inference
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 23, 2026 | Platform acquisition | R•••••••• S•••••• | Sponsor (confirmed), Sponsor (confirmed) | g•••••••.com |
| Feb 19, 2026 | Platform acquisition | L••••••• L••••••••• | Sponsor (confirmed), Sponsor (confirmed) | g•••••••.com |
| May 19, 2025 | Platform acquisition | A••••••• K•• W••• | Sponsor (confirmed), Sponsor (confirmed) | g•••••••.com |
| May 19, 2025 | Platform acquisition | A•••••••• | Sponsor (confirmed) | g•••••••.com |
| Apr 19, 2025 | Platform acquisition | 5• E••• M••• S••••• | Sponsor (confirmed) | g•••••••.com |
| Feb 12, 2024 | Add-on acquisition | A•••••••• | Sponsor (confirmed) | g•••••••.com |
- Sep 17, 2026GBX Group Announces the Acquisition and Preservation of a Portfolio of H••••••• Commercial Properties in Downtown Miami
- Aug 21, 2026GBX Group Names C•••••• V••• Chief Financial Officer
- Aug 17, 2026GBX Group and Marcus & Millichap Announce Acquisition of NYAH Key W••• in Transaction Brokered by Marcus & Millichap
- May 26, 2026GBX Group Forms Local Partnership to Advance Arts-Themed Campus in A••••••••’s River Arts District
- Mar 27, 2026G•• F••• M••••••••• L•••: Private Equity Funds on Form ADV 6 (2024 extract) -> 1 (roster 2026-09-01)
- Feb 26, 2026Storie Co. and GBX Group Acquire Trailhead Lodge and The Outpost in Estes Park, Colorado
- Feb 26, 2026Storie Co., GBX Group acquire two Trailborns in Colorado
- Feb 23, 2026GBX Group Strengthens Commitment to A••••••••’s Recovery from Hurricane H••••e with Acquisition of R•••••••• S••••••
- Feb 23, 2026GBX Group Strengthens Commitment to A••••••••’s Recovery from Hurricane H••••e with Acquisition of R•••••••• S••••••
- Feb 23, 2026H••••••• R•••••••• S•••••• in A•••••••• sold, set for restoration after H••••e
- Feb 19, 2026GBX Group Announces the Acquisition of the H••••••• L••••••• L••••••••• in N••••••••
- Feb 19, 2026GBX Group Announces the Acquisition of the H••••••• L••••••• L••••••••• in N••••••••
- Feb 3, 2026GBX Group Announces the Acquisition and Preservation of H••••••• Building “The Standard” in Old City Knoxville
- Feb 3, 2026GBX Buys the former Old City Performing Arts Center and The Standard; Former Sweet P’s Building Sold
- May 19, 2025GBX Group Announces the Acquisition and Preservation of Three H••••••• Buildings in A••••••••, NC
- May 19, 2025GBX Group Announces the Acquisition and Preservation of A••••••• K•• W•••
- May 19, 2025GBX Group Announces the Acquisition and Preservation of Three H••••••• Buildings in A••••••••, NC
- May 19, 2025GBX Group Announces the Acquisition and Preservation of A••••••• K•• W•••
- Apr 23, 2025Downtown structure opened in 1913 sells
- Apr 23, 2025Preservation group acquires historic Frost Building from Southwest Value Partners
- Apr 23, 2025GBX Group and H••••••• N••••••••, Inc. Announce the Acquisition and Continued Preservation of the H••••••• Frost Building
- Apr 19, 2025GBX Group and Washington Trust for H••••••• Preservation Announce the Acquisition and Preservation of the A.M. Jensen Company Building
- Apr 19, 2025GBX Group and Washington Trust for H••••••• Preservation Announce the Acquisition and Preservation of the A.M. Jensen Company Building
- Apr 8, 2025GBX Group and the American Easement Foundation, Inc. Announce the Acquisition and Preservation of H••••••• Building Currently Occupied by the Old City Performing Arts Center in Knoxville
- Apr 4, 2025GBX Group, K•••••••• Companies and REV Birmingham Announce the Acquisition and Preservation of the William H. Hassinger House
- Mar 19, 2024GBX Group and H••••••• N••••••••, Inc. Announce the Acquisition and Preservation of Two H••••••• Buildings in N••••••••, Tennessee
- Mar 12, 2024Downtown A•••••••• 6-story hotel OK'd; Nearby investment group preserves historic churches
- Feb 27, 2024GBX Group, K•••••••• Companies and REV Birmingham Announce the Acquisition and Preservation of the Black Diamond Coal Mining Company Building
- Feb 12, 2024GBX Group and the Preservation Society of A•••••••• and Buncombe County Announce the Acquisition and Protection of H••••••• Buildings Across A••••••••, NC
- Dec 21, 2022H••••••• Flat Iron building in Grand Rapids sold to Cleveland firm for $9.75M
- Feb 22, 2022GBX Group CEO D••• S••••••• Joins Up for Growth Action Board of Directors
- Jan 12, 2022Samsel Supply Co. sells warehouse, waterfront buildings on Flats east bank in Cleveland
- Aug 28, 2018GBX Group appoints Lynne Winings as President
- Aug 28, 2018Real estate investment firm GBX Group names Lynne Winings as President
- May 10, 2016G•• F••• M••••••••• L••• first filed Form ADV in the extract (ERA)
G•• F••• M••••••••• L••• is the same institution as 3 records in Venture Capital, Independent Sponsors and Real Estate Funds.
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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