DFX Intelligence
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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Firms / G••••• A••••••• L••
G••••• A••••••• L••
Fund of funds · probableLower middle marketNew York, NYg•••••••.comSEC registered investment adviser
Our Founder “When I founded G•••••, it was centered on a commitment to innovation, client service, openness and inclusion, and giving back to our community. This philosophy continues to guide us as we explore ways in which we can use our world-class infrastructure, expertise, and best-in-class team to help current and future institutional clients determine […]
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 7 of 9 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.52bn Private Equity Fund GAV on the Form ADV filed 2024-10-07
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 7 of 9 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 15, 2012 to Oct 7, 2024
- RAUM
- $5.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $516Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $827Mevery private fund type, latest filing
- 2024 PE fund GAV
- $516Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 80%
- Fund type mix
- filed 2024-10-07, latest gav Hedge Fund $207M, Real Estate Fund $103M, Private Equity Fund $516M, latest counts Hedge Fund 1, Real Estate Fund 1, Private Equity Fund 8, lifetime distinct Hedge Fund 1, Real Estate Fund 1, Private Equity Fund 8
- Employees
- 49
- Headquarters
- New York, NY
- Office address
- 909 THIRD AVENUE, New York, NY, 10022
- Business phone
- (212) 583-6001
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- 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
Observed from deals on record
- roles
- unknown 1
- period
- to unknown, from unknown, undated holdings 1, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share unknown, value financial services, examples Multi-Family Office Business of Geller
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share unknown, value financial services, examples Multi-Family Office Business of Geller
1 companies on the graph (0 transactions); most in financial services (1); no dated observations
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G••• O••••••••• F••• L•• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $75.3M | Fundraising |
| R•••••• O••••••••• F••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $36.4M as of Oct 7, 2024 | no Form D | Unknown | |
| G••••• M••••••••• I•• L•• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $125M as of Oct 7, 2024 | no Form D | Early deployment | |
| G••••• S•••••• O••••••••• F••• I•• L•• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $38.2M as of Oct 7, 2024 | no Form D | Unknown | |
| G••••• M••••••••• I••• L•• ADV: Private Equity Fund | Fund of funds | 2018 first reported on Form ADV | $86.6M as of Oct 7, 2024 | no Form D | Successor fundraising | |
| G••••• S•••••• O••••••••• F••• I• L•• ADV: Private Equity Fund | Fund of funds | 2018 first reported on Form ADV | $48.3M as of Oct 7, 2024 | no Form D | Unknown | |
| G••••• M•••• V•••••• R••• E••••• I• L•• ADV: Private Equity Fund | Fund of funds | 2018 first reported on Form ADV | $45.2M as of Oct 7, 2024 | no Form D | Unknown | |
| G••••• M••••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $73.0M as of Oct 7, 2024 | no Form D | Mature | |
| G••••• M••••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $63.5M as of Oct 7, 2024 | no Form D | Harvest |
Team
17 current, 11 former
Managing partner (2)
- M••••• J•• G••••• · Founder and Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• J•• G••••• · G••••• & Company President · since Dec 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (7)
- B•••••• E• P••••• · Partner and Managing Director, G Client Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• G•••••• · Partner and Head of G Client Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• G••• · Managing Director and Head of Human Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• R••• · Partner and Managing Director, Philanthropic Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• A••••••• · Managing Director and Head of S•••••• Projects · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• M• H••••••• · Partner and Managing Director, G Client Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• W••••••• · Chief Investment Officer · since Apr 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- L••••• R••••• · Director, Strategic Initiatives and Philanthropy · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (7)
- B•••••• L••• D••• · Chief Compliance Officer · since Sep 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• C••••••• C•• · Managing Director and Practice Leader, CFO Strategic Advisory Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••• C••••••• L•• · Chief Financial Officer · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••• M•••• H•••• · Chief Legal Officer · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• A••• B••••••••• · Managing Director, Head of Strategic Treasury · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• I•••• · Partner and Managing Director, Head of Information Technology & Security · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• J• B••••••• · Head Of Investment Operations · since Sep 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
11 former (kept with end dates)
- G••••••• C•••••••• · Ceo · Sep 1, 2013 to Jan 11, 2016 Inference
- H••••• M• H••••••• · Chief Executive Officer · Jul 1, 2018 to Nov 26, 2019 Inference
- M••••• C•••••••• · Managing Partner - G••••• & Company · Oct 1, 2011 to Aug 20, 2012 Inference
- O••• R••• · Chief Executive Officer · Nov 1, 2019 to Jul 20, 2022 Inference
- S•••• W••••• S••••••• · Managing Director, Family Office Services · Jul 1, 2012 to Mar 27, 2014 Inference
- A••••• J••• D••••• · Chief Compliance Officer · Feb 1, 2022 to Sep 10, 2024 Inference
- C••••••••• J••• S••••••• · Chief Compliance Officer · Jan 1, 2012 to Jan 31, 2013 Inference
- D••••• N••••••• · Chief Operating Officer · Apr 1, 2019 to Sep 1, 2020 Inference
- E••••• S••• H•••••••• · Chief Compliance Officer · Mar 1, 2018 to May 3, 2021 Inference
- M••••• A••• B••••••••• · Chief Compliance Officer · Jun 1, 2014 to Mar 26, 2018 Inference
- P••• I•• K•••••• · Chief Compliance Officer/Cfo · Jan 1, 2013 to Jun 9, 2014 Inference
Portfolio
1 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| M••••••••• O••••• B••••••• o• G••••• | Role unknown | exited exited Jan 15, 2025 | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS) |
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jan 15, 2025 | Sponsor to sponsor | M••••••••• O••••• B••••••• o• G••••• | Seller (confirmed) | corient.com |
| Jan 15, 2025 | Exit to a strategic buyer | M••••••••• O••••• B••••••• o• G••••• | Seller (confirmed) | corient.com |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
4 most recent
- Sep 1, 2026Adviser CRD 134062 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Jan 15, 2025Corient Acquires M••••••••• O••••• B••••••• o• G•••••, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities
- Jan 15, 2025Corient Acquires M••••••••• O••••• B••••••• o• G•••••, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities
- Mar 15, 2012G••••• A••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
G••••• A••••••• L•• is the same institution as 3 records in Family Offices, RIA and Wealth and Real Estate Funds.
Family Offices1RIA and Wealth1Real Estate Funds1
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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