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••••••• C•••••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 24 filings
SEC status approved since Feb 4, 2005
RAUM
$1.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
19
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
16
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.9B as of Mar 31, 2026
Jun 29, 2012$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Jun 29, 20120 then
Employees (5.A)19 as of Mar 31, 2026
Jun 28, 201316 then
Private funds16 as of Mar 31, 2026
Jun 29, 201215 then
RAUM -4.3% over the last fiscal year-0.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- 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
- unknownderivedHNW RAUM over HNW clients
- Average account
- $86.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -4.3%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 22reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
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
24 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••••• P•••••• E••••• O••••••••• V•• L••• | Private Equity Fund | $491M | 43 | Mar 28, 2019 |
| G••••••• P•••••• E••••• O••••••••• V••• L••• | Private Equity Fund | $348M | 41 | Mar 31, 2023 |
| G••••••• P•••••• E••••• O••••••••• V• L••• | Private Equity Fund | $268M | 83 | Jun 29, 2015 |
| G••••••• O••• M•••••• F••• I••• L••• | Private Equity Fund | $195M | 2 | Jun 29, 2017 |
| G••••••• P•••••• E••••• O••••••••• I•• L••• | Private Equity Fund | $120M | 102 | Mar 30, 2012 |
| G••••••• M••••• H••••••• I••• L••• | Private Equity Fund | $104M | 3 | Mar 31, 2023 |
| G••••••• P•••••• E••••• O••••••••• V••••• L••• | Private Equity Fund | $76.5M | 2 | Mar 28, 2019 |
| M••••• H••••••• I•••• L••• | Private Equity Fund | $60.4M | 2 | Mar 30, 2021 |
| G••••••• P•••••• E••••• O••••••••• I••••• L••• | Private Equity Fund | $58.0M | 2 | Mar 30, 2012 |
| G••••••• O••• M•••••• F••• I•• L••• | Private Equity Fund | $55.2M | 2 | Jul 1, 2014 |
| G••••••• P•••••• E••••• O••••••••• I••• L••• | Private Equity Fund | $36.6M | 74 | Mar 30, 2012 |
| G••••••• P•••••• E••••• O••••••••• V•••• L••• | Private Equity Fund | $36.6M | 2 | Jun 29, 2015 |
| G••••••• O••• M•••••• F•••• L••• | Private Equity Fund | $34.7M | 2 | Mar 30, 2012 |
| G••••••• P•••••• E••••• H••••••• V•••• L••• | Private Equity Fund | $22.0M | 24 | Mar 30, 2012 |
| O••••••••• F•••• L••• | Private Equity Fund | $15.1M | 2 | Mar 30, 2012 |
| G••••••• P•••••• E••••• H••••••• V•••• L••• | Private Equity Fund | $11.4M | 26 | Mar 30, 2012 |
| G••••••• P•••••• E••••• H••••••• 2•••• L•••no longer reported | Private Equity Fund | $7.1M | 14 | Mar 30, 2012 |
| G••••••• P•••••• E••••• O••••••••• I•• L•••no longer reported | Private Equity Fund | $4.5M | 42 | Mar 30, 2012 |
| G••••••• A••••••••• I••••••••• H•••••••• L•••no longer reported | Hedge Fund | $4.4M | 3 | Mar 30, 2012 |
| G••••••• P•••••• E••••• O••••••••• L•••no longer reported | Private Equity Fund | $3.7M | 10 | Mar 30, 2012 |
| G••••••• P•••••• E••••• H••••••• I••• L••• | Private Equity Fund | $3.6M | 4 | Mar 30, 2012 |
| G••••••• P•••••• E••••• H••••••• I•• L••• | Private Equity Fund | $1.9M | 23 | Mar 30, 2012 |
| P•••• H•••••••• L•••no longer reported | Private Equity Fund | $229,008 | 22 | Mar 30, 2012 |
| P••••• P•••••• I••••••••• L•••no longer reported | Private Equity Fund | $0 | 2 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• C• R•••••••• · Senior Managing Partnercontrolsince 03/2002 · owns less than 5%
- D••••••••• M••••••• R•••• · Managing Partnercontrolsince 10/2014 · owns less than 5%
- D• G•••••••• R••••• · Managing Partnercontrolsince 03/2002 · owns less than 5%
- M•••••• B••••••• · Managing Partner, Chief Financial Officer, Chief Compliance Officercontrolsince 08/2003 · owns less than 5%
- B••••••• C• R•••••••• · Membercontrolsince 03/2017 · owns 25% to 50% of G•• H••••••• A• L••
- B••••••• C• R•••••••• · Membercontrolsince 04/2007 · owns 25% to 50% of G•• H••••••• B• L••
- D• G•••••••• R••••• · Membercontrolsince 04/2007 · owns 25% to 50% of G•• H••••••• B• L••
- D• G•••••••• R••••• · Membercontrolsince 03/2017 · owns 25% to 50% of G•• H••••••• A• L••
Entity owners
- G•• H••••••• B• L•• · Memberdirect · owns 75% or more
- G•• H••••••• A• L•• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- G••••••• P•• I• F••• L••pooled vehicle sponsory
- G•• I••• L••pooled vehicle sponsory
- G••• V•• L••pooled vehicle sponsory
- G••• V••••• L••pooled vehicle sponsory
- G••• V••• L••pooled vehicle sponsory
- M• I•••• L••pooled vehicle sponsory
- O••• M•••••• G• L••pooled vehicle sponsory
- P••• I•• L••pooled vehicle sponsory
- P••• I••• L••pooled vehicle sponsory
- P•••• L••pooled vehicle sponsory
- P••• I•• L••pooled vehicle sponsory
- P••• I••• L••pooled vehicle sponsory
- P••• V•••• L••pooled vehicle sponsory
- P••• V•••• L••pooled vehicle sponsory
- P••• I••• L••pooled vehicle sponsory
- P••• I•• L••pooled vehicle sponsory
- P••• I•••• L••pooled vehicle sponsory
- P••• V• L••pooled vehicle sponsory
- P••• V•••• L••pooled vehicle sponsory
Advisers that list G••••••• C•••••• P•••••••• L•• as a related person
- 138297 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 28 to 22Mar 18, 2025 to Mar 31, 2026
- Pooled vehicle clients · 28 to 22Mar 18, 2025 to Mar 31, 2026
- Employees · 21 to 19Mar 18, 2025 to Mar 31, 2026
- Private funds · 18 to 16Mar 18, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $1.9BMar 18, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.0B to $1.9BMar 18, 2025 to Mar 31, 2026
- RAUM · $2.0B to $1.9BMar 18, 2025 to Mar 31, 2026
- Accounts · 26 to 28Mar 27, 2024 to Mar 18, 2025
- Pooled vehicle clients · 26 to 28Mar 27, 2024 to Mar 18, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 18, 2025
- Private funds · 17 to 18Mar 27, 2024 to Mar 18, 2025
- Discretionary RAUM · $1.9B to $2.0BMar 27, 2024 to Mar 18, 2025
- Pooled vehicle RAUM · $1.9B to $2.0BMar 27, 2024 to Mar 18, 2025
- RAUM · $1.9B to $2.0BMar 27, 2024 to Mar 18, 2025
- Accounts · 28 to 26Mar 31, 2023 to Mar 27, 2024
- Advisory employees · 10 to 12Mar 31, 2023 to Mar 27, 2024
- Pooled vehicle clients · 28 to 26Mar 31, 2023 to Mar 27, 2024
- Employees · 19 to 21Mar 31, 2023 to Mar 27, 2024
- Private funds · 18 to 17Mar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.9B to $1.9BMar 31, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.9B to $1.9BMar 31, 2023 to Mar 27, 2024
- RAUM · $1.9B to $1.9BMar 31, 2023 to Mar 27, 2024
- Accounts · 27 to 28Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 27 to 28Mar 31, 2022 to Mar 31, 2023
- Private funds · 17 to 18Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.8B to $1.9BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.8B to $1.9BMar 31, 2022 to Mar 31, 2023
- RAUM · $1.8B to $1.9BMar 31, 2022 to Mar 31, 2023
- Advisory employees · 11 to 10Mar 30, 2021 to Mar 31, 2022
- Employees · 21 to 19Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.7B to $1.8BMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.7B to $1.8BMar 30, 2021 to Mar 31, 2022
- RAUM · $1.7B to $1.8BMar 30, 2021 to Mar 31, 2022
- Accounts · 26 to 27Mar 30, 2020 to Mar 30, 2021
- Pooled vehicle clients · 26 to 27Mar 30, 2020 to Mar 30, 2021
- Private funds · 16 to 17Mar 30, 2020 to Mar 30, 2021
- Discretionary RAUM · $1.6B to $1.7BMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $1.6B to $1.7BMar 30, 2020 to Mar 30, 2021
- RAUM · $1.6B to $1.7BMar 30, 2020 to Mar 30, 2021
- Advisory employees · 12 to 11Aug 6, 2019 to Mar 30, 2020
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
- G••••••• C•••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- G••••••• C•••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/84083reportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-587-5300reportedpublic record, Form ADV, Mar 31, 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