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••••••• L•••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 136932SEC 801-65644websiteIAPD
Latest filing Mar 24, 2026
First filing on the tape Mar 30, 2012 · 37 filings
SEC status approved since Sep 11, 2006
RAUM
$6.8B
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
45
19 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$6.8B as of Mar 24, 2026
Mar 30, 2012$844M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 24, 2026
Mar 26, 20130 then
Employees (5.A)45 as of Mar 24, 2026
Mar 26, 20139 then
Private funds2 as of Mar 24, 2026
Mar 30, 20125 then
RAUM +67% over the last fiscal year+5.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 24, 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
$1.7BderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
7.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+67%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$6.3B, 4 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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$6.3B92%
  • Pension and profit-sharing plans$536M7.9%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
1reported
Charitable clients
0reported
Accounts
4reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$6.3B for 4 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.92 institutional_share=0.08 related_bd=false related_bank=true 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
      11 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • A••••• R•••• B••••••• · Chief Compliance Officer And General Counselcontrol
        since 08/2024 · owns less than 5%
      • B•••••• D••••• A•••••••• · Chief Operating Officercontrol
        since 01/2011 · owns less than 5%
      • G•••••• P•••• J•• · Managing Member, President, Ceo, Ciocontrol
        since 10/1998 · owns 50% to 75%
      • O••• M••• · Member, Portfolio Managercontrol
        since 01/2009 · owns 25% to 50%
      • S•••••••• M••••• M••••••• · Chief Financial Officercontrol
        since 01/2020 · owns less than 5%
      • G•••••• L•••• B• · Trustee
        since 01/2012 · owns F of G••••• F••••• D•••••• T••••
      Entity owners
      • G••••• F••••• D•••••• T•••• · Member
        direct · owns 5% to 10%
      Related persons
      Schedule D 7.A
      • P••• J• G•••••• L••
        investment adviserpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 5 to 4
        Mar 19, 2025 to Mar 24, 2026
      • Advisory employees · 17 to 19
        Mar 19, 2025 to Mar 24, 2026
      • Pooled vehicle clients · 4 to 3
        Mar 19, 2025 to Mar 24, 2026
      • Assets in custody · $3.8B to $6.3B
        Mar 19, 2025 to Mar 24, 2026
      • Employees · 38 to 45
        Mar 19, 2025 to Mar 24, 2026
      • Private funds · 4 to 2
        Mar 19, 2025 to Mar 24, 2026
      • Discretionary RAUM · $4.1B to $6.8B
        Mar 19, 2025 to Mar 24, 2026
      • Pension RAUM · $329M to $536M
        Mar 19, 2025 to Mar 24, 2026
      • Pooled vehicle RAUM · $3.8B to $6.3B
        Mar 19, 2025 to Mar 24, 2026
      • RAUM · $4.1B to $6.8B
        Mar 19, 2025 to Mar 24, 2026
      • Advisory employees · 18 to 17
        Sep 30, 2024 to Mar 19, 2025
      • Assets in custody · $2.3B to $3.8B
        Sep 30, 2024 to Mar 19, 2025
      • Employees · 37 to 38
        Sep 30, 2024 to Mar 19, 2025
      • Financial planning clients · unset to
        Sep 30, 2024 to Mar 19, 2025
      • Other offices · 0 to 1
        Sep 30, 2024 to Mar 19, 2025
      • Discretionary RAUM · $2.5B to $4.1B
        Sep 30, 2024 to Mar 19, 2025
      • Pension RAUM · $182M to $329M
        Sep 30, 2024 to Mar 19, 2025
      • Pooled vehicle RAUM · $2.3B to $3.8B
        Sep 30, 2024 to Mar 19, 2025
      • RAUM · $2.5B to $4.1B
        Sep 30, 2024 to Mar 19, 2025
      • Advisory employees · 16 to 18
        Jan 23, 2024 to Mar 27, 2024
      • Assets in custody · $5.5B to $2.3B
        Jan 23, 2024 to Mar 27, 2024
      • Employees · 36 to 37
        Jan 23, 2024 to Mar 27, 2024
      • Discretionary RAUM · $5.8B to $2.5B
        Jan 23, 2024 to Mar 27, 2024
      • Pension RAUM · $294M to $182M
        Jan 23, 2024 to Mar 27, 2024
      • Pooled vehicle RAUM · $5.5B to $2.3B
        Jan 23, 2024 to Mar 27, 2024
      • RAUM · $5.8B to $2.5B
        Jan 23, 2024 to Mar 27, 2024
      • Accounts · 8 to 5
        Mar 31, 2022 to Mar 31, 2023
      • Advisory employees · 12 to 16
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 7 to 4
        Mar 31, 2022 to Mar 31, 2023
      • Assets in custody · $5.5B to $5.5B
        Mar 31, 2022 to Mar 31, 2023
      • Employees · 30 to 36
        Mar 31, 2022 to Mar 31, 2023
      • Private funds · 5 to 4
        Mar 31, 2022 to Mar 31, 2023
      • Discretionary RAUM · $5.9B to $5.8B
        Mar 31, 2022 to Mar 31, 2023
      • Pension RAUM · $391M to $294M
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $5.5B to $5.5B
        Mar 31, 2022 to Mar 31, 2023
      • RAUM · $5.9B to $5.8B
        Mar 31, 2022 to Mar 31, 2023
      • Accounts · 12 to 8
        Feb 9, 2022 to Mar 31, 2022
      • Advisory employees · 16 to 12
        Feb 9, 2022 to Mar 31, 2022
      • Pooled vehicle clients · 11 to 7
        Feb 9, 2022 to Mar 31, 2022
      • Assets in custody · $4.0B to $5.5B
        Feb 9, 2022 to Mar 31, 2022
      Signals
      13 dated events
      • G••••• C••••••• L••• reported RAUM $6.8B, up 67% from $4.1B (2025-03-19 to 2026-03-24)
        Mar 24, 2026 · ria raum c••••e · derived
      • G••••• C••••••• L••• reported RAUM $4.1B, up 66% from $2.5B (2024-09-30 to 2025-03-19)
        Mar 19, 2025 · ria raum c••••e · derived
      • Boylston Reid Adams (Chief Compliance Officer And General Counsel) appeared on Schedule A of G••••• C••••••• L•••
        Aug 16, 2024 · Control person joined · fact
      • Sun Daysun Chang (Chief Compliance Officer And General Counsel) no longer on Schedule A of G••••• C••••••• L••• (listed 2024-03-27, absent 2024-08-16)
        Aug 16, 2024 · Control person left · inference
      • G••••• C••••••• L••• reported RAUM $2.5B, down 57% from $5.8B (2024-01-23 to 2024-03-27)
        Mar 27, 2024 · ria raum c••••e · derived
      • Sun Daysun Chang (Chief Compliance Officer And General Counsel) appeared on Schedule A of G••••• C••••••• L•••
        Jan 23, 2024 · Control person joined · fact
      • S. (Mi Only) Kevin Zadourian (General Counsel And Chief Compliance Officer) no longer on Schedule A of G••••• C••••••• L••• (listed 2023-03-31, absent 2023-09-26)
        Sep 26, 2023 · Control person left · inference
      • G••••• C••••••• L••• reported RAUM $5.9B, up 30% from $4.5B (2022-02-09 to 2022-03-31)
        Mar 31, 2022 · ria raum c••••e · derived
      • K Vikas Mittal (Member, Portfolio Manager) no longer on Schedule A of G••••• C••••••• L••• (listed 2021-03-31, absent 2022-02-09)
        Feb 9, 2022 · Control person left · inference
      • S. (Mi Only) Kevin Zadourian (General Counsel And Chief Compliance Officer) appeared on Schedule A of G••••• C••••••• L•••
        Feb 9, 2022 · Control person joined · fact
      • G••••• C••••••• L••• reported RAUM $4.5B, up 108% from $2.2B (2021-03-01 to 2021-03-31)
        Mar 31, 2021 · ria raum c••••e · derived
      • M••••••• M•••• S••••••• (Chief Financial Officer) appeared on Schedule A of G••••• C••••••• L•••
        Feb 24, 2021 · Control person joined · fact
      • G••••• C••••••• L••• reported RAUM $2.5B, up 92% from $1.3B (2017-06-06 to 2018-03-28)
        Mar 28, 2018 · ria raum c••••e · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/glazer-capital-llcreportedpublic record, Form ADV, Sep 19, 2026
      Website
      G•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      212-808-7304reportedpublic record, Form ADV, Mar 24, 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