DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
G•• G•••••••• L•••
Latest filing Jun 30, 2026
First filing on the tape Mar 30, 2012 · 43 filings
SEC status approved since Oct 17, 1997
RAUM
$95B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
0.1%
$135M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
466
166 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
261
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$95B as of Jun 30, 2026
Mar 30, 2012$24B then
HNW client RAUM$135M as of Jun 30, 2026
Mar 29, 2019$93.1M then
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Apr 1, 20130 then
Employees (5.A)466 as of Jun 30, 2026
Apr 1, 2013224 then
Private funds261 as of Jun 30, 2026
Mar 30, 201225 then
RAUM +11% over the last fiscal year+41% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $45.1MderivedHNW RAUM over HNW clients
- Average account
- $235MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 4.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $31B, 129 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$90B95%
- State and municipal entities$4.5B4.8%
- Investment companies$313M0.3%
- High-net-worth individuals$135M0.1%
- Pension and profit-sharing plans$9.1M0.0%
- Individual clients
- n/areported
- HNW clients
- 3reported
- Pension plan clients
- 2reported
- Charitable clients
- n/areported
- Accounts
- 407reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $31B for 129 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.95 institutional_share=0.05 related_bd=true related_bank=false bd_reps=80.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
199 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•• •• T••••no longer reported | H•••• Fund | $5.7B | 1 | Apr 1, 2013 |
| G•••••••• I••••••••• P•••••••• L•••no longer reported | H•••• Fund | $5.2B | 312 | Mar 30, 2012 |
| G•••••••• I••••••••• P••••••• M••••• F•••• L••• | H•••• Fund | $4.4B | 153 | Apr 1, 2013 |
| G•• G•••••••• B•••••• H••••• M••••• F•••• L• | H•••• Fund | $2.3B | 31 | Mar 31, 2021 |
| G•• G•••••••• S•••••• O••••••••• M••••• F•••• L••• | H•••• Fund | $1.7B | 91 | Mar 31, 2015 |
| G•• G•••••••• M••••••••• C•••• M••••• F••• I•• L• | H•••• Fund | $1.5B | 65 | Mar 29, 2019 |
| R•••• 8• F•••• L•• | H•••• Fund | $1.5B | 1 | Mar 30, 2017 |
| S•••••• L••••• F•••• L•• | H•••• Fund | $1.5B | 1 | Mar 31, 2015 |
| A•••••• O••••••• F••• L••••••no longer reported | H•••• Fund | $1.4B | 2 | Apr 1, 2013 |
| F••••• F••• I• L•• | H•••• Fund | $1.4B | 1 | Mar 30, 2017 |
| G•• G•••••••• O••••••••• C••••• M••••• F•••• L••• | H•••• Fund | $1.3B | 68 | Mar 30, 2017 |
| L•••• I••••• F•••• L••• | P•••••• Equity Fund | $1.1B | 64 | Mar 29, 2019 |
| R•••• 1• F•••• L•• | H•••• Fund | $1.1B | 1 | Mar 30, 2012 |
| G•• G•••••••• M••••••••• C•••• M••••• F••• I••• L•• | H•••• Fund | $1.1B | 110 | Nov 29, 2021 |
| G•••••••• J••• L•••no longer reported | H•••• Fund | $869M | 2 | Mar 30, 2017 |
| G•• G•••••••• S•••••••• C•••••• L••• | H•••• Fund | $864M | 2 | Nov 25, 2020 |
| P•• F•••• L••• | H•••• Fund | $857M | 45 | Mar 31, 2022 |
| E•• F•••• L•• | H•••• Fund | $832M | 32 | Mar 31, 2021 |
| G•••••••• M••••••••• U••• T••••no longer reported | H•••• Fund | $810M | 1 | Apr 1, 2013 |
| C••••• U••• T••••no longer reported | H•••• Fund | $794M | 1 | Apr 1, 2013 |
| G•• G•••••••• N•• E••••••• O•• M•••••••• L••• | H•••• Fund | $716M | 5 | Mar 31, 2021 |
| G•••••••• M••••••••• F•••• L••• | H•••• Fund | $698M | 105 | Mar 30, 2012 |
| C•••••• P•••••• L••no longer reported | H•••• Fund | $695M | 1 | Mar 30, 2012 |
| M••••••••• U••• T••••no longer reported | H•••• Fund | $662M | 1 | Apr 1, 2013 |
| J••• H•••••••• L••• | H•••• Fund | $512M | 2 | Mar 31, 2014 |
| G•• G•••••••• I••••••••• A•••••••• F••• I•• L••• | P•••••• Equity Fund | $500M | 25 | Mar 28, 2024 |
| A•• F•••• L••• | H•••• Fund | $484M | 1 | Mar 31, 2021 |
| R•••• 6• F•••• L•• | H•••• Fund | $483M | 1 | Apr 1, 2013 |
| T••••••• F• F•••• L•••no longer reported | H•••• Fund | $482M | 1 | Mar 30, 2017 |
| G•• G•••••••• D••••••••• A••••••••• A•••• H••••• L•• | H•••• Fund | $461M | 55 | Mar 31, 2022 |
| G•••••••• A••••••••• S••••••••• U••• T•••• • Y••no longer reported | H•••• Fund | $456M | 1 | Mar 23, 2018 |
| S••••••••• L•••no longer reported | H•••• Fund | $449M | 1 | Mar 30, 2016 |
| G•••••••• M••••••••• P•••••••• F•••• L••• | H•••• Fund | $429M | 1 | Mar 30, 2012 |
| M• F•••• L••• | H•••• Fund | $425M | 34 | Mar 31, 2021 |
| D•• F•••• L••• | H•••• Fund | $425M | 17 | Mar 31, 2021 |
| G•••••••• A•••• F•••• L••• | H•••• Fund | $380M | 1 | Mar 30, 2012 |
| G•••• A••••••• R••••• S••••••••• L•••no longer reported | H•••• Fund | $375M | 2 | Apr 1, 2013 |
| C••••••• F•••• L••• | H•••• Fund | $340M | 1 | Mar 31, 2015 |
| G•••••••• C••••• F•••• L•••no longer reported | H•••• Fund | $336M | 1 | Mar 31, 2014 |
| A••••••••• I••••••••• • F••• 1•no longer reported | H•••• Fund | $331M | 1 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• P•••••• L•• · Managing Directorcontrolsince 10/2020 · owns less than 5%
- H••••• S••••• · Managing Director, Chief Human Resources Officercontrolsince 05/2018 · owns less than 5%
- L••••• E•••• D•••• · Managing Director, Chief Technology Officercontrolsince 02/2020 · owns less than 5%
- L••••• J•••••••• R••••• · Managing Director, Presidentcontrolsince 10/2017 · owns less than 5%
- M••••••• P•••• A•••• · Managing Director And Vice Chairmancontrolsince 03/1998 · owns less than 5%
- M••••••••• B••••• J•••••• · Managing Director, General Counselcontrolsince 05/2015 · owns less than 5%
- P••••••• F••••••••• E•••• · Managing Director, Chief Investment Officercontrolsince 04/2015 · owns less than 5%
- S••••• M••••••• J•• · Managing Director, Chief Executive Officer And Chairmancontrolsince 03/1998 · owns less than 5%
- S•••••••• S•••••• D•••••••• · Managing Director, Head Of Investor Relationscontrolsince 10/2017 · owns less than 5%
- S••••• M••••••• J•• · Trusteecontrolsince 12/1995 · owns F of M•••••• J• S•••• R•••••••• T••••
- S••••• M••••••• J•• · Managing Membercontrolsince 02/1998 · owns F of G•••••••• H•••••••• L•••••
- F••••••••• L•••• · Managing Director, Global Chief Compliance Officersince 05/2015 · owns less than 5%
Entity owners
- G••• L••••• · General Partnerdirect · owns less than 5%
- G•••••••• C•••••• M••••••••• H•••••••• L••• · L•••••• Partnerdirect · owns 75% or more
- G•• G•••••••• H•••••••• L•• · Sole Memberindirect · owns 75% or more of G••• L•••••
- G•• G•••••••• H•••••••• L•• · Sole General Partnerindirect · owns F of G•••••••• C•••••• M••••••••• H•••••••• L•••
- G•• G•••••••• I••• · Sole Memberindirect · owns 75% or more of G•• G•••••••• H•••••••• L•• · public reporting company
- G•••••••• H•••••••• L••••• · L•••••• Partnerindirect · owns 50% to 75% of G•••••••• C•••••• M••••••••• H•••••••• L•••
- M•••••• J• S•••• R•••••••• T•••• · Memberindirect · owns 25% to 50% of G•••••••• H•••••••• L•••••
- M•••••• J• S•••• R•••••••• T•••• · Sole Memberindirect · owns 75% or more of M•• L••
- M•• L•• · Managing Memberindirect · owns F of G•••••••• H•••••••• L•••••
Related persons
Schedule D 7.A
- G•• C••••••••• F••• I••••••••• G••••• L•••investment adviserbankpooled vehicle sponsorLP sponsornRAUM $48B
- G•• F•••••••• S•••••••• L••pooled vehicle sponsorn
- G•• G•••••••• ••••••••• P•• L•••investment advisern
- G•• G•••••••• ••••••••• G•••investment advisern
- G•• G•••••••• H••••••• ••••••• U••n
- G•• I••••••••• G•• L••pooled vehicle sponsorn
- G•• I••••••••• H••• K••• L••••••investment advisern
- G•• I••••••••• J•••• K•••broker-dealerinvestment advisery
- G•• I••••••••• U• L••investment advisern
- G•• P••••••• I• L•••pooled vehicle sponsorn
- G•••••••• C•••••• M••••••••• G• L•••pooled vehicle sponsory
- G•••••••• C•••••• M••••••••• L•••pooled vehicle sponsory
- G•• S••••••••• L••broker-dealery
Advisers that list G•• G•••••••• L••• as a related person
- 169155 n
Offices
Schedule D 1.F, the 25 largest
- New York, NY14 employees
What changed
consecutive filings, newest first
- Accounts · 412 to 407Jul 1, 2025 to Mar 27, 2026
- Advisory employees · 164 to 166Jul 1, 2025 to Mar 27, 2026
- BD registered reps · 79 to 80Jul 1, 2025 to Mar 27, 2026
- c•••••• pooled vehicles · 382 to 375Jul 1, 2025 to Mar 27, 2026
- Assets in custody · $32B to $31BJul 1, 2025 to Mar 27, 2026
- Employees · 502 to 466Jul 1, 2025 to Mar 27, 2026
- p•••••• fund count · 262 to 261Jul 1, 2025 to Mar 27, 2026
- Discretionary RAUM · $84B to $94BJul 1, 2025 to Mar 27, 2026
- HNW RAUM · $121M to $135MJul 1, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $1.5B to $1.7BJul 1, 2025 to Mar 27, 2026
- Pension RAUM · $8.5M to $9.1MJul 1, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $81B to $90BJul 1, 2025 to Mar 27, 2026
- RAUM · $86B to $95BJul 1, 2025 to Mar 27, 2026
- Related bank · true to falseJul 1, 2025 to Mar 27, 2026
- fin planning c•••••• · unset to May 23, 2025 to Jul 1, 2025
- Accounts · 408 to 412Jan 6, 2025 to Mar 28, 2025
- Advisory employees · 159 to 164Jan 6, 2025 to Mar 28, 2025
- BD registered reps · 84 to 79Jan 6, 2025 to Mar 28, 2025
- c•••••• hnw individuals · 4 to 3Jan 6, 2025 to Mar 28, 2025
- c•••••• pooled vehicles · 329 to 382Jan 6, 2025 to Mar 28, 2025
- Assets in custody · $30B to $32BJan 6, 2025 to Mar 28, 2025
- Employees · 492 to 502Jan 6, 2025 to Mar 28, 2025
- p•••••• fund count · 266 to 262Jan 6, 2025 to Mar 28, 2025
- Discretionary RAUM · $81B to $84BJan 6, 2025 to Mar 28, 2025
- HNW RAUM · $360M to $121MJan 6, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $1.4B to $1.5BJan 6, 2025 to Mar 28, 2025
- Pension RAUM · $8.4M to $8.5MJan 6, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $78B to $81BJan 6, 2025 to Mar 28, 2025
- RAUM · $82B to $86BJan 6, 2025 to Mar 28, 2025
- Succession · true to falseJan 6, 2025 to Mar 28, 2025
- Accounts · 189 to 408Nov 12, 2024 to Jan 6, 2025
- Advisory employees · 84 to 159Nov 12, 2024 to Jan 6, 2025
- BD registered reps · 63 to 84Nov 12, 2024 to Jan 6, 2025
- Business name · G•••••••• C•••••• M••••••••• L••• to G•• G•••••••• L•••Nov 12, 2024 to Jan 6, 2025
- c•••••• hnw individuals · 3 to 4Nov 12, 2024 to Jan 6, 2025
- c•••••• pooled vehicles · 171 to 329Nov 12, 2024 to Jan 6, 2025
- Employees · 346 to 492Nov 12, 2024 to Jan 6, 2025
- Legal name · G•••••••• C•••••• M••••••••• L••• to G•• G•••••••• L•••Nov 12, 2024 to Jan 6, 2025
- Other offices · 1 to 2Nov 12, 2024 to Jan 6, 2025
- p•••••• fund count · 110 to 266Nov 12, 2024 to Jan 6, 2025
Signals
7 dated events
- G•• G•••••••• L••• reported succeeding to the business of G•• C••••••••• F••• I••••••••• G••••• L••• (Form ADV Item 4)Jan 6, 2025 · Succession (Item 4) · fact
- G•• G•••••••• L••• reported RAUM $82.4B, up 138% from $34.6B (2024-11-12 to 2025-01-06)Jan 6, 2025 · RAUM change · derived
- O•••••• F•••••• I••••• (Managing Director, Chief Operating Officer) no l•••er on Schedule A of G•• G•••••••• L••• (listed 2021-11-29, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Lyn P••••• B•••••• (Managing Director) appeared on Schedule A of G•• G•••••••• L•••Nov 23, 2020 · Control person joined · fact
- M•••••• I••••• B•••• (Managing Director, Chief Financial Officer) no l•••er on Schedule A of G•• G•••••••• L••• (listed 2020-06-26, absent 2020-11-23)Nov 23, 2020 · Control person left · inference
- D•••• E••• L•••• (Managing Director, Chief Technology Officer) appeared on Schedule A of G•• G•••••••• L•••Mar 30, 2020 · Control person joined · fact
- S••••• H•••• (Managing Director, Chief Human Resources Officer) appeared on Schedule A of G•• G•••••••• L•••Mar 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- G•• G•••••••• L••• · Independent Sponsorsshared crd · capital_provider
- G•••••••• C•••••• M••••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/belmont-harbor-a-gcm-grosvenor-strategyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H••••://WWW.GCMG••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-506-6500reportedpublic record, Form ADV, Jun 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026