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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Former SEC-registered adviser
G••••••••• P•••••••• L••
Latest filing May 6, 2025
First filing on the tape Mar 23, 2012 · 36 filings
SEC status approved since Oct 11, 2011
RAUM
$128M
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
7
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$128M as of May 6, 2025
Mar 23, 2012$4.5B then
HNW client RAUM$0 as of May 6, 2025
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of May 6, 2025
Mar 23, 20120 then
Employees (5.A)7 as of May 6, 2025
Mar 20, 201339 then
Private funds9 as of May 6, 2025
Mar 23, 201213 then
RAUM -3.1% over the last fiscal year-32% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 6, 2025; 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
- $14.2MderivedRAUM 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
- -2.7%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
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$128M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
29 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••••• G••• H•••••••• L••no longer reported | Hedge Fund | $116M | 2 | Mar 26, 2014 |
| G••••••••• L••• P••••••• I•• L• | Real Estate Fund | $47.7M | 25 | Mar 23, 2012 |
| G••••••••• A••••••••• P••••••• V••• L••• | Real Estate Fund | $46.8M | 24 | Mar 26, 2014 |
| G••••••••• A••••••••• P••••••• I••• L••• | Real Estate Fund | $22.7M | 26 | Mar 23, 2012 |
| G•• V•• I••••••••• C•••••••• I••••••••• I• L••no longer reported | Hedge Fund | $13.0M | 2 | Mar 27, 2015 |
| G•• V•• I••••••••• C•••••••• I••••••••• V•• L••no longer reported | Hedge Fund | $11.8M | 2 | Mar 27, 2015 |
| G•• V•• I••••••••• C•••••••• I••••••••• I•• L••no longer reported | Hedge Fund | $10.9M | 2 | Mar 27, 2015 |
| G•• V•• I••••••••• C•••••••• I••••••••• V•••• L••no longer reported | Hedge Fund | $7.1M | 2 | Mar 27, 2015 |
| G•• V•• I••••••••• C•••••••• I••••••••• X• L••no longer reported | Hedge Fund | $7.0M | 2 | Mar 27, 2015 |
| G•• V•• I••••••••• C•••••••• I••••••••• I••• L••no longer reported | Hedge Fund | $6.1M | 2 | Mar 27, 2015 |
| G••••••••• L••• P••••••• I• L••• | Hedge Fund | $5.5M | 23 | Mar 23, 2012 |
| G••••••••• M••••••••• P•••••••• L••• | Real Estate Fund | $4.5M | 11 | Mar 26, 2014 |
| G•• I•• P••••••• P•••••••• L••• | Real Estate Fund | $3.7M | 3 | Mar 23, 2012 |
| G•• V•• I••••••••• C•••••••• I••••••••• I•• L••no longer reported | Hedge Fund | $3.5M | 2 | Mar 27, 2015 |
| G•• V•• I••••••••• C•••••••• I••••••••• I•• L••no longer reported | Hedge Fund | $2.8M | 2 | Mar 27, 2015 |
| G•• V•• I••••••••• C•••••••• I••••••••• V••• L••no longer reported | Hedge Fund | $2.2M | 2 | Mar 27, 2015 |
| G•• V• P••••••• P•••••••• L••• | Real Estate Fund | $640,000 | 4 | Mar 26, 2014 |
| G••••••••• L••• P••••••• P••••••• I• L••• | Hedge Fund | $397,000 | 2 | Mar 23, 2012 |
| G••••••••• L••• F•••••• P•••••••• L••• | Real Estate Fund | $317,000 | 22 | Mar 23, 2012 |
| G•• V•• I••••••••• C•••••••• I••••••••• V• L••no longer reported | Hedge Fund | $265,000 | 2 | Mar 27, 2015 |
| D•• C••••••••• L•••no longer reported | Real Estate Fund | $0 | 5 | Mar 23, 2012 |
| G••••••••• B•• P•••••••• L•••no longer reported | Real Estate Fund | $0 | 3 | Mar 23, 2012 |
| G•• V•• I••••••••• C••••••••• L•••no longer reported | Real Estate Fund | $0 | 5 | Mar 27, 2015 |
| G•• V• O••••• C••••••••• L•no longer reported | Real Estate Fund | $0 | 4 | Mar 20, 2013 |
| G••••••••• A••••••••• P••••••• I•• L••• | Real Estate Fund | $0 | 28 | Mar 23, 2012 |
| G••••••••• A••••••••• P••••••• V•• L••• | Real Estate Fund | $0 | 23 | Mar 23, 2012 |
| G••••••••• B•• F•••••• P•••••••• L•••no longer reported | Real Estate Fund | $0 | 3 | Mar 23, 2012 |
| G••••••••• A••••••••• P••••••• I•• L••• | Real Estate Fund | $0 | 16 | Mar 23, 2012 |
| G••••••••• A••••••••• P••••••• V• L••• | Real Estate Fund | $0 | 61 | Mar 23, 2012 |
Owners and control persons
Schedule A and B, latest filing
- G••••• E•••••• A••••• · Chief Executive Officer, Class A Member And Class B Membercontrolsince 03/1997 · owns 75% or more
- M•••••• B••••• P••••• · Chief Legal Officercontrolsince 05/1998 · owns less than 5%
- G••••• E•••••• A••••• · Stockholdercontrolsince 05/2006 · owns 75% or more of G••••••••• E• I• I•••
- G••••• E•••••• A••••• · Stockholdercontrolsince 05/2006 · owns 75% or more of G••••••••• E• I•• I•••
- G••••• E•••••• A••••• · Stockholdercontrolsince 12/2018 · owns 75% or more of G••••••••• V••••• S•• L••
- C••••••••• F•••• · Chief Compliance Officersince 09/2009 · owns less than 5%
- W••••••••• R••••• · Chief Operating Officersince 04/2019 · owns less than 5%
Entity owners
- G••••••••• E• I• I••• · Class A Memberdirect · owns 50% to 75%
- G••••••••• V••••• S•• L•• · Class B Memberdirect · owns 25% to 50%
- G••••••••• E• I•• I••• · Class A Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- G•• I• M••••••••• L••pooled vehicle sponsory
- G•• I•• M••••••••• L••pooled vehicle sponsory
- G•• I• M••••••••• L••pooled vehicle sponsory
- G•• V• M••••••••• L••pooled vehicle sponsory
- G•• V• M••••••••• L••bankpooled vehicle sponsory
- G•• V•• M••••••••• L••bankpooled vehicle sponsory
- G•• I• M••••••••• L••bankpooled vehicle sponsory
- G•• M••••••••• L••bankpooled vehicle sponsory
- G••• M••••••••• L••pooled vehicle sponsory
- G••••••••• L••• F•••••• P••••••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · unset to Mar 28, 2025 to May 6, 2025
- Discretionary RAUM · $129M to $128MMar 28, 2025 to May 6, 2025
- Pooled vehicle RAUM · $129M to $128MMar 28, 2025 to May 6, 2025
- RAUM · $129M to $128MMar 28, 2025 to May 6, 2025
- Accounts · 13 to 9Jul 10, 2024 to Mar 28, 2025
- Advisory employees · 2 to 3Jul 10, 2024 to Mar 28, 2025
- Pooled vehicle clients · 13 to 9Jul 10, 2024 to Mar 28, 2025
- Employees · 6 to 7Jul 10, 2024 to Mar 28, 2025
- Private funds · 13 to 9Jul 10, 2024 to Mar 28, 2025
- Discretionary RAUM · $132M to $129MJul 10, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $132M to $129MJul 10, 2024 to Mar 28, 2025
- RAUM · $132M to $129MJul 10, 2024 to Mar 28, 2025
- HQ city · STAMFORD to GREENWICHMar 28, 2024 to Jul 10, 2024
- Accounts · 16 to 13Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 16 to 13Mar 31, 2023 to Mar 28, 2024
- Employees · 7 to 6Mar 31, 2023 to Mar 28, 2024
- Private funds · 15 to 13Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $235M to $132MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $235M to $132MMar 31, 2023 to Mar 28, 2024
- RAUM · $235M to $132MMar 31, 2023 to Mar 28, 2024
- Employees · 8 to 7Apr 12, 2022 to Mar 31, 2023
- HQ city · unset to STAMFORDApr 12, 2022 to Mar 31, 2023
- HQ state · unset to CTApr 12, 2022 to Mar 31, 2023
- Discretionary RAUM · $413M to $235MApr 12, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $413M to $235MApr 12, 2022 to Mar 31, 2023
- RAUM · $413M to $235MApr 12, 2022 to Mar 31, 2023
- Employees · 10 to 8Jul 8, 2021 to Mar 31, 2022
- HQ city · STAMFORD to unsetJul 8, 2021 to Mar 31, 2022
- HQ state · CT to unsetJul 8, 2021 to Mar 31, 2022
- Discretionary RAUM · $513M to $413MJul 8, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $513M to $413MJul 8, 2021 to Mar 31, 2022
- RAUM · $513M to $413MJul 8, 2021 to Mar 31, 2022
- Accounts · 17 to 16Feb 10, 2021 to Mar 31, 2021
- Pooled vehicle clients · 17 to 16Feb 10, 2021 to Mar 31, 2021
- Private funds · 16 to 15Feb 10, 2021 to Mar 31, 2021
- Discretionary RAUM · $898M to $513MFeb 10, 2021 to Mar 31, 2021
- Pooled vehicle RAUM · $898M to $513MFeb 10, 2021 to Mar 31, 2021
- RAUM · $898M to $513MFeb 10, 2021 to Mar 31, 2021
- HQ city · WESTPORT to STAMFORDApr 13, 2020 to Feb 10, 2021
- Discretionary RAUM · $898M to $898MMar 30, 2020 to Apr 13, 2020
Signals
7 dated events
- G••••••••• P•••••••• L•• no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $128.1M)Apr 1, 2026 · Left the SEC roster · derived
- G••••••••• P•••••••• L•• reported RAUM $132.3M, down 44% from $235.4M (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- G••••••••• P•••••••• L•• reported RAUM $235.4M, down 43% from $412.9M (2022-04-12 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- G••••••••• P•••••••• L•• reported RAUM $512.9M, down 43% from $897.6M (2021-02-10 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Gopinatu Rajesh Menon (Stockholder) no longer on Schedule A of G••••••••• P•••••••• L•• (listed 2019-05-10, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Paul Altieri (Stockholder) no longer on Schedule A of G••••••••• P•••••••• L•• (listed 2018-11-28, absent 2019-03-27)Mar 27, 2019 · Control person left · inference
- Andrew Dean Sotter (Stockholder) no longer on Schedule A of G••••••••• P•••••••• L•• (listed 2018-11-28, absent 2019-03-27)Mar 27, 2019 · Control person left · inference
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
- Website
- G•••••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda 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
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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