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••
Latest filing Jun 12, 2026
First filing on the tape Jun 6, 2024 · 4 filings
SEC status approved since Jul 15, 2024
RAUM
$499M
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
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$499M as of Jun 12, 2026
May 1, 2025$426M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 12, 2026
May 1, 20250 then
Employees (5.A)5 as of Jun 12, 2026
May 1, 20255 then
Private funds1 as of Jun 12, 2026
May 1, 20251 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 12, 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
- $499MderivedRAUM 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
- unknownderivedbetween 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$499M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••••••• P•••••••• L••• | Hedge Fund | $220M | 53 | May 15, 2014 |
Owners and control persons
Schedule A and B, latest filing
- K••••••••• A•••••• H•••• · Chief Financial Officer & Chief Compliance Officercontrolsince 05/2024 · owns less than 5%
- T•••••• G••••••• M•••••• · Managercontrolsince 05/2005 · owns 75% or more
- T•••••• G••••••• M•••••• · Trusteecontrolsince 04/2001 · owns F of T•• G•••••• A•• V••••••• T••••• T••••• D•••• A•••• 4• 2•••
Entity owners
- T•• G•••••• A•• V••••••• T••••• T••••• D•••• A•••• 4• 2••• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- G••••••••• P••••••• • C••• L••investment advisern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · 426277674.0 to unsetMay 1, 2025 to Mar 25, 2026
- Custody of client assets · true to falseMay 1, 2025 to Mar 25, 2026
- Discretionary RAUM · $426M to $499MMay 1, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $426M to $499MMay 1, 2025 to Mar 25, 2026
- RAUM · $426M to $499MMay 1, 2025 to Mar 25, 2026
- Advisory employees · 2 to 3Jun 6, 2024 to May 1, 2025
- Assets in custody · $220M to $426MJun 6, 2024 to May 1, 2025
- Employees · 6 to 5Jun 6, 2024 to May 1, 2025
- Financial planning clients · unset to Jun 6, 2024 to May 1, 2025
- Private funds · 2 to 1Jun 6, 2024 to May 1, 2025
- Discretionary RAUM · $220M to $426MJun 6, 2024 to May 1, 2025
- Pooled vehicle RAUM · $220M to $426MJun 6, 2024 to May 1, 2025
- RAUM · $220M to $426MJun 6, 2024 to May 1, 2025
Signals
2 dated events
- G••••••••• P•••••••• L•• reported RAUM $426.3M, up 94% from $219.7M (2024-06-06 to 2025-05-01)May 1, 2025 · RAUM change · derived
- G••••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Jun 6, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••••••••• P••••••• • C••• L•• · Family Officesshared crd · office
- G••••••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- greenstonepartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-298-6493reportedpublic record, Form ADV, Jun 12, 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