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•••••• P•••••••• L••

Wealth manager with institutional or fund businessChicago, IllinoisCRD 108668SEC 801-54906website IAPD

Latest filing Jul 16, 2026

First filing on the tape Mar 28, 2012 · 46 filings

SEC status approved since Sep 25, 1997

RAUM

$14B

reported, Item 5.F

Discretionary

61%

of RAUM

Private clients

23%

$3.2B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$6.9B

derived; firm RAUM over IAPD count

Employees

26 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

46 filings and snapshots on the tape

RAUM$14B as of Jul 16, 2026

Mar 28, 2012$3.7B then

HNW client RAUM$3.2B as of Jul 16, 2026

Mar 28, 2018$1.2B then

State-registered IARs (5.B.3)1 as of Jul 16, 2026

Mar 28, 20120 then

Employees (5.A)67 as of Jul 16, 2026

Mar 14, 201324 then

Private funds53 as of Jul 16, 2026

Mar 28, 201222 then

RAUM +18% over the last fiscal year+13% a year over threeIARs 1 to 1

Practice profile

derived from the filing of Jul 16, 2026; every figure names its basis

Archetypes, each a printed rule

dual wealth and asset m•••••• · private-client share 20 to 60 percent and fund or institutional share at least 30 percent

RAUM per advisor: $6.9BderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $16.4MderivedHNW RAUM over HNW clients
Average account: $55.0MderivedRAUM over accounts (5.F.2.f)
Discretionary: 61%derivedof RAUM
Institutional: 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 33.5derivedItem 5.A over advisors
Advisors per office: 1.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year: +18%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities: financial planning, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
Custody: $2.9B, 197 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)
receives research or other products from a broker-dealer, soft dollars (8.E)
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$11B77%
High-net-worth individuals$3.2B23%
Charitable organizations$7.5M0.1%

Individual clients: n/areported
HNW clients: 197reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 251reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: $2.9B for 197 clientsreported
Compensation: % of AUM, fixed, performancereported
Class basis: private_client_share=0.23 fund_share=0.77 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

2 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
M•••••• S•••••• B••••••••	Chicago, Il	Jul 21, 2006	28 y	0
G•••••• D•••• S•••••••••Chartered Financial Analyst	Chicago, Il	Jun 21, 2019	23 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

67 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
G• O••••••••• G••••• S••••••••• L•••	Hedge Fund	$2.7B	209	Mar 28, 2012
G• G••••• E••••• S••••••••• L•••	Hedge Fund	$1.5B	194	Mar 28, 2012
G• L•• V••••••••• H••••• S••••••••• L•	Hedge Fund	$932M	165	Mar 28, 2012
G• G••••• V•••••• C•••••• C••••• L••• ••••••••• S••••••	Private Equity Fund	$833M	9	Mar 30, 2022
G• E••••••• M•••••• S••••••••• L•••	Hedge Fund	$815M	198	Mar 12, 2015
G•••••• D••••••• M•••••••• L• ••• G•••••• S••••• A•••• M•••••••• L••••no longer reported	Hedge Fund	$423M	173	Mar 28, 2012
G•••••• P•••••• E••••• S••••••••• L• ••••••••• S••••••	Private Equity Fund	$412M	157	Mar 30, 2021
G• O••••••••• G••••• S••••••••• O••••••• L••	Hedge Fund	$349M	80	Mar 30, 2016
G• E•••• D••••• O••••••••• L••	Hedge Fund	$338M	2	Jul 21, 2022
G•••••• P•••••• E••••• S••••••••• L• •••• S••••••	Private Equity Fund	$207M	135	Apr 1, 2020
G•••••• P•••••• E••••• S••••••••• L• ••••••••• S••••••	Private Equity Fund	$203M	145	Mar 28, 2023
G• R••••••• F••• L••no longer reported	Hedge Fund	$200M	2	Mar 30, 2021
G•••••• P•••••• E••••• S••••••••• L• •••• S••••••	Private Equity Fund	$175M	116	Mar 22, 2019
G• D••••••••• G••••• S••••••••• L•••	Hedge Fund	$161M	47	Mar 28, 2012
G•••••• P•••••• E••••• S••••••••• L• •••• S••••••	Private Equity Fund	$161M	130	Mar 28, 2018
G• G••••• V•••••• C•••••• U•••• L••• ••••••••• S••••••	Private Equity Fund	$150M	26	Mar 28, 2023
G•••••• L•• V••••••••• H••••• S••••••••• O•••••••• L•••	Hedge Fund	$149M	71	Mar 28, 2012
G• G••••• V•••••• C•••••• U•••• L••• ••••••••• S••••••	Private Equity Fund	$147M	9	Mar 30, 2022
G• C•••• V•••••• C••••••• L•••	Private Equity Fund	$135M	42	Mar 30, 2016
G•••••• P•••••• E••••• S••••••••• L• •••• S••••••	Private Equity Fund	$133M	114	Mar 12, 2015
G•••••• P•••••• E••••• S••••••••• L• •••• S••••••	Private Equity Fund	$125M	122	Mar 30, 2016
G•••••• R••• A••••• S••••••••• L• ••••••••• S••••••	Other Private Fund	$113M	107	Mar 30, 2021
G•••••• P•••••• E••••• S••••••••• L• •••• S••••••	Private Equity Fund	$103M	129	Mar 29, 2017
G•••••• D••••• A••••• M•••••• P••••••• L•• •••••• S••••••no longer reported	Hedge Fund	$101M	7	Mar 28, 2012
G• B••••• C••••••• L••• ••••••••• S••••••	Private Equity Fund	$96.3M	26	Mar 28, 2023
G• C•••• V•••••• C•••••• I•• L•	Private Equity Fund	$93.6M	52	Mar 22, 2019
G•••••• D••••• A••••• M•••••• P••••••• L•• •••••• S••••••no longer reported	Hedge Fund	$67.3M	227	Mar 14, 2013
G•••••• D••••• A••••• M•••••• P••••••• L•••••• •• U• A••••••••• 2••• S••••••	Other Private Fund	$62.8M	11	Mar 30, 2021
G• C•••• V•••••• C•••••• I••• L•	Private Equity Fund	$52.7M	2	Mar 22, 2019
G•••••• R••• A••••• S••••••••• L• •••• S••••••	Other Private Fund	$44.8M	98	Apr 1, 2020
G•••••• P•••••• E••••• S••••••••• L• •••• S••••••	Private Equity Fund	$43.7M	95	Mar 15, 2014
G•••••• R••• A••••• S••••••••• L• •••• S••••••	Other Private Fund	$40.5M	104	Mar 29, 2017
G•••••• D••••• A••••• M•••••• P••••••• L•• •• U• A••••••••• 2••• S••••••	Other Private Fund	$38.3M	12	Mar 28, 2018
G•••••• R••• A••••• S••••••••• L• •••• S••••••	Other Private Fund	$31.6M	108	Mar 28, 2018
G•••••• R••• A••••• S••••••••• L• •••• S••••••	Other Private Fund	$31.4M	95	Mar 30, 2016
G• S•• A•••• 2•••• A• S••••• O• G•••••• D••••• A••••• M•••••• P••••••• L•••••		$30.9M	13	Jul 16, 2026
G•••••• R••• A••••• S••••••••• L• ••••••••• S••••••		$30.0M	102	Jul 16, 2026
G•••••• R••• A••••• S••••••••• L• ••••••••• S••••••	Other Private Fund	$29.9M	97	Mar 28, 2023
G•••••• P•••••• E••••• S••••••••• L• •••• •••• S••••••	Private Equity Fund	$28.6M	74	Mar 28, 2012
G•••••• I•••••••• S••••••••• L•no longer reported	Hedge Fund	$23.5M	57	Mar 28, 2012

All funds of G•••••• P•••••••• L••

Owners and control persons

Schedule A and B, latest filing

B••••••• B••• A••• · Foundercontrol
since 11/2007 · owns less than 5%
B••••••••• M••••••• S•••••• · Partnercontrol
since 01/2004 · owns 5% to 10%
C•••••• D••••• S•••• · Partnercontrol
since 01/2013 · owns 5% to 10%
G••••••• J•••••• C••••••••• · Partnercontrol
since 01/2025 · owns less than 5%
K••••• K••• A••••• · Partnercontrol
since 01/2016 · owns 5% to 10%
L••••• S•••••• G•••••• · Partnercontrol
since 01/2024 · owns less than 5%
M•••••• L••••• L•• · Partnercontrol
since 01/2008 · owns 5% to 10%
N•••••• R•••••• A••• · Chief Compliance Officercontrol
since 06/2020 · owns less than 5%
N••••• E•••••• F•••••• · Chief Executive Officercontrol
since 11/2007 · owns 10% to 25%
P••••••• N•••••• M•••• · Partnercontrol
since 09/2021 · owns 5% to 10%
S•••••••• D••••• A••• · Presidentcontrol
since 10/1997 · owns 10% to 25%
S••••••••• G••••••• D•••• · Partnercontrol
since 01/2018 · owns 5% to 10%
S••••••• J•••••• C•••••• · Partnercontrol
since 01/2013 · owns 5% to 10%
S•••••••• L••••• W•••••• · Partnercontrol
since 01/2017 · owns 10% to 25%
W••••••••• S•••• R••• · Partnercontrol
since 01/2020 · owns 5% to 10%
N••••• E•••••• F•••••• · Managing Membercontrol
since 01/2013 · owns 75% or more of N••••• E•••••• F••••••

Entity owners

S••••••• B•••• L•• · Member
direct · owns 10% to 25%

Related persons

Schedule D 7.A

G•••••• A•••••••• L••
banky

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Chicago, Il · principal	2	0	0

Offices

Schedule D 1.F, the 25 largest

Miami, FL1 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jul 16, 2026
G••••••• J•••••• C••••••••• (PARTNER) appeared on Schedule A between the filings of 2024-03-28 and 2026-07-16
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing Jul 16, 2026
P••••••• N•••••• M•••• (PARTNER) left Schedule A between the filings of 2024-03-28 and 2026-07-16
peers: independent wealth managers, $5B to $20B (289)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 239 to 251
Jul 17, 2025 to Mar 31, 2026
Advisory employees · 23 to 26
Jul 17, 2025 to Mar 31, 2026
HNW clients · 192 to 197
Jul 17, 2025 to Mar 31, 2026
Pooled vehicle clients · 47 to 54
Jul 17, 2025 to Mar 31, 2026
Assets in custody · $3.6B to $2.9B
Jul 17, 2025 to Mar 31, 2026
Employees · 64 to 67
Jul 17, 2025 to Mar 31, 2026
Private funds · 47 to 53
Jul 17, 2025 to Mar 31, 2026
Discretionary RAUM · $7.4B to $8.4B
Jul 17, 2025 to Mar 31, 2026
HNW RAUM · $2.8B to $3.2B
Jul 17, 2025 to Mar 31, 2026
Non-discretionary RAUM · $4.2B to $5.4B
Jul 17, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $8.9B to $11B
Jul 17, 2025 to Mar 31, 2026
RAUM · $12B to $14B
Jul 17, 2025 to Mar 31, 2026
Financial planning clients · 101-250 to 101-250
Mar 31, 2025 to Jul 17, 2025
Accounts · 230 to 239
Apr 1, 2024 to Mar 31, 2025
Advisory employees · 25 to 23
Apr 1, 2024 to Mar 31, 2025
HNW clients · 185 to 192
Apr 1, 2024 to Mar 31, 2025
Pooled vehicle clients · 46 to 47
Apr 1, 2024 to Mar 31, 2025
Assets in custody · $2.1B to $3.6B
Apr 1, 2024 to Mar 31, 2025
Employees · 68 to 64
Apr 1, 2024 to Mar 31, 2025
Private funds · 46 to 47
Apr 1, 2024 to Mar 31, 2025
Discretionary RAUM · $7.0B to $7.4B
Apr 1, 2024 to Mar 31, 2025
HNW RAUM · $1.9B to $2.8B
Apr 1, 2024 to Mar 31, 2025
Non-discretionary RAUM · $3.4B to $4.2B
Apr 1, 2024 to Mar 31, 2025
Pooled vehicle RAUM · $8.5B to $8.9B
Apr 1, 2024 to Mar 31, 2025
RAUM · $10B to $12B
Apr 1, 2024 to Mar 31, 2025
Related bank · true to false
Apr 1, 2024 to Mar 31, 2025
Accounts · 232 to 230
Aug 2, 2023 to Mar 28, 2024
Advisory employees · 23 to 25
Aug 2, 2023 to Mar 28, 2024
Charity clients · 1.0 to unset
Aug 2, 2023 to Mar 28, 2024
Pooled vehicle clients · 47 to 46
Aug 2, 2023 to Mar 28, 2024
Assets in custody · $1.7B to $2.1B
Aug 2, 2023 to Mar 28, 2024
Employees · 64 to 68
Aug 2, 2023 to Mar 28, 2024
Private funds · 47 to 46
Aug 2, 2023 to Mar 28, 2024
Discretionary RAUM · $6.5B to $7.0B
Aug 2, 2023 to Mar 28, 2024
HNW RAUM · $1.5B to $1.9B
Aug 2, 2023 to Mar 28, 2024
Non-discretionary RAUM · $3.0B to $3.4B
Aug 2, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $8.0B to $8.5B
Aug 2, 2023 to Mar 28, 2024
RAUM · $9.5B to $10B
Aug 2, 2023 to Mar 28, 2024
Accounts · 206 to 232
Jul 21, 2022 to Mar 28, 2023
Advisory employees · 21 to 23
Jul 21, 2022 to Mar 28, 2023

Signals

10 dated events

Gregory Steven Loman (Partner) appeared on Schedule A of G•••••• P•••••••• L••
Mar 28, 2024 · Control person joined · fact
Wise Meredith Mendes (Chief Operating Officer) no longer on Schedule A of G•••••• P•••••••• L•• (listed 2022-07-21, absent 2023-03-28)
Mar 28, 2023 · Control person left · inference
Maria Nicole Perkins (Partner) appeared on Schedule A of G•••••• P•••••••• L••
Mar 30, 2022 · Control person joined · fact
Lloyd Wallace Head (Principal) no longer on Schedule A of G•••••• P•••••••• L•• (listed 2021-07-16, absent 2022-03-30)
Mar 30, 2022 · Control person left · inference
Allen Kenneth Davis (Principal) no longer on Schedule A of G•••••• P•••••••• L•• (listed 2021-07-16, absent 2022-03-30)
Mar 30, 2022 · Control person left · inference
Wise Meredith Mendes (Chief Operating Officer) appeared on Schedule A of G•••••• P•••••••• L••
Mar 30, 2021 · Control person joined · fact
Alan Robert Nanney (Chief Compliance Officer) appeared on Schedule A of G•••••• P•••••••• L••
Aug 4, 2020 · Control person joined · fact
Ryan Sean Warrington (Principal) appeared on Schedule A of G•••••• P•••••••• L••
Apr 1, 2020 · Control person joined · fact
Sinko Kathleen Warner (Chief Compliance Officer) no longer on Schedule A of G•••••• P•••••••• L•• (listed 2019-07-11, absent 2020-04-01)
Apr 1, 2020 · Control person left · inference
Lay Hok Joeng (Executive Vice President) no longer on Schedule A of G•••••• P•••••••• L•• (listed 2018-07-13, absent 2019-03-22)
Mar 22, 2019 · Control person left · inference

Across DFX

shared identifiers only, never a name match

G•••••• P•••••••• L•• · Independent Sponsors
shared crd · capital_provider
G•••••• P•••••••• L•• · Private Equity
shared crd · organization
G•••••• P•••••••• L•• · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Business email: i•••@g•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 312-327-5020reportedpublished by the firm, firm site, Sep 15, 2026
Website: G••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 312-960-0200reportedpublic record, Form ADV, Jul 16, 2026
Contact form: g•••••••••.comreportedpublished by the firm, firm site, Sep 15, 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: Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
RAUM per advisor: $6.9Bderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

G•••••• P•••••••• L•• is the same institution as 1 record in Real Estate Funds.

Real 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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