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••

Former SEC-registered adviserGreenwich, ConnecticutCRD 155968SEC 801-72720websiteIAPD
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)
      FundTypeGross assetsOwnersFirst reported
      C•••••••• G••• H•••••••• L••no longer reportedHedge Fund$116M2Mar 26, 2014
      G••••••••• L••• P••••••• I•• L•Real Estate Fund$47.7M25Mar 23, 2012
      G••••••••• A••••••••• P••••••• V••• L•••Real Estate Fund$46.8M24Mar 26, 2014
      G••••••••• A••••••••• P••••••• I••• L•••Real Estate Fund$22.7M26Mar 23, 2012
      G•• V•• I••••••••• C•••••••• I••••••••• I• L••no longer reportedHedge Fund$13.0M2Mar 27, 2015
      G•• V•• I••••••••• C•••••••• I••••••••• V•• L••no longer reportedHedge Fund$11.8M2Mar 27, 2015
      G•• V•• I••••••••• C•••••••• I••••••••• I•• L••no longer reportedHedge Fund$10.9M2Mar 27, 2015
      G•• V•• I••••••••• C•••••••• I••••••••• V•••• L••no longer reportedHedge Fund$7.1M2Mar 27, 2015
      G•• V•• I••••••••• C•••••••• I••••••••• X• L••no longer reportedHedge Fund$7.0M2Mar 27, 2015
      G•• V•• I••••••••• C•••••••• I••••••••• I••• L••no longer reportedHedge Fund$6.1M2Mar 27, 2015
      G••••••••• L••• P••••••• I• L•••Hedge Fund$5.5M23Mar 23, 2012
      G••••••••• M••••••••• P•••••••• L•••Real Estate Fund$4.5M11Mar 26, 2014
      G•• I•• P••••••• P•••••••• L•••Real Estate Fund$3.7M3Mar 23, 2012
      G•• V•• I••••••••• C•••••••• I••••••••• I•• L••no longer reportedHedge Fund$3.5M2Mar 27, 2015
      G•• V•• I••••••••• C•••••••• I••••••••• I•• L••no longer reportedHedge Fund$2.8M2Mar 27, 2015
      G•• V•• I••••••••• C•••••••• I••••••••• V••• L••no longer reportedHedge Fund$2.2M2Mar 27, 2015
      G•• V• P••••••• P•••••••• L•••Real Estate Fund$640,0004Mar 26, 2014
      G••••••••• L••• P••••••• P••••••• I• L•••Hedge Fund$397,0002Mar 23, 2012
      G••••••••• L••• F•••••• P•••••••• L•••Real Estate Fund$317,00022Mar 23, 2012
      G•• V•• I••••••••• C•••••••• I••••••••• V• L••no longer reportedHedge Fund$265,0002Mar 27, 2015
      D•• C••••••••• L•••no longer reportedReal Estate Fund$05Mar 23, 2012
      G••••••••• B•• P•••••••• L•••no longer reportedReal Estate Fund$03Mar 23, 2012
      G•• V•• I••••••••• C••••••••• L•••no longer reportedReal Estate Fund$05Mar 27, 2015
      G•• V• O••••• C••••••••• L•no longer reportedReal Estate Fund$04Mar 20, 2013
      G••••••••• A••••••••• P••••••• I•• L•••Real Estate Fund$028Mar 23, 2012
      G••••••••• A••••••••• P••••••• V•• L•••Real Estate Fund$023Mar 23, 2012
      G••••••••• B•• F•••••• P•••••••• L•••no longer reportedReal Estate Fund$03Mar 23, 2012
      G••••••••• A••••••••• P••••••• I•• L•••Real Estate Fund$016Mar 23, 2012
      G••••••••• A••••••••• P••••••• V• L•••Real Estate Fund$061Mar 23, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • G••••• E•••••• A••••• · Chief Executive Officer, Class A Member And Class B Membercontrol
        since 03/1997 · owns 75% or more
      • M•••••• B••••• P••••• · Chief Legal Officercontrol
        since 05/1998 · owns less than 5%
      • G••••• E•••••• A••••• · Stockholdercontrol
        since 05/2006 · owns 75% or more of G••••••••• E• I• I•••
      • G••••• E•••••• A••••• · Stockholdercontrol
        since 05/2006 · owns 75% or more of G••••••••• E• I•• I•••
      • G••••• E•••••• A••••• · Stockholdercontrol
        since 12/2018 · owns 75% or more of G••••••••• V••••• S•• L••
      • C••••••••• F•••• · Chief Compliance Officer
        since 09/2009 · owns less than 5%
      • W••••••••• R••••• · Chief Operating Officer
        since 04/2019 · owns less than 5%
      Entity owners
      • G••••••••• E• I• I••• · Class A Member
        direct · owns 50% to 75%
      • G••••••••• V••••• S•• L•• · Class B Member
        direct · owns 25% to 50%
      • G••••••••• E• I•• I••• · Class A Member
        direct · 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 $128M
        Mar 28, 2025 to May 6, 2025
      • Pooled vehicle RAUM · $129M to $128M
        Mar 28, 2025 to May 6, 2025
      • RAUM · $129M to $128M
        Mar 28, 2025 to May 6, 2025
      • Accounts · 13 to 9
        Jul 10, 2024 to Mar 28, 2025
      • Advisory employees · 2 to 3
        Jul 10, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 13 to 9
        Jul 10, 2024 to Mar 28, 2025
      • Employees · 6 to 7
        Jul 10, 2024 to Mar 28, 2025
      • Private funds · 13 to 9
        Jul 10, 2024 to Mar 28, 2025
      • Discretionary RAUM · $132M to $129M
        Jul 10, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $132M to $129M
        Jul 10, 2024 to Mar 28, 2025
      • RAUM · $132M to $129M
        Jul 10, 2024 to Mar 28, 2025
      • HQ city · STAMFORD to GREENWICH
        Mar 28, 2024 to Jul 10, 2024
      • Accounts · 16 to 13
        Mar 31, 2023 to Mar 28, 2024
      • Pooled vehicle clients · 16 to 13
        Mar 31, 2023 to Mar 28, 2024
      • Employees · 7 to 6
        Mar 31, 2023 to Mar 28, 2024
      • Private funds · 15 to 13
        Mar 31, 2023 to Mar 28, 2024
      • Discretionary RAUM · $235M to $132M
        Mar 31, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $235M to $132M
        Mar 31, 2023 to Mar 28, 2024
      • RAUM · $235M to $132M
        Mar 31, 2023 to Mar 28, 2024
      • Employees · 8 to 7
        Apr 12, 2022 to Mar 31, 2023
      • HQ city · unset to STAMFORD
        Apr 12, 2022 to Mar 31, 2023
      • HQ state · unset to CT
        Apr 12, 2022 to Mar 31, 2023
      • Discretionary RAUM · $413M to $235M
        Apr 12, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $413M to $235M
        Apr 12, 2022 to Mar 31, 2023
      • RAUM · $413M to $235M
        Apr 12, 2022 to Mar 31, 2023
      • Employees · 10 to 8
        Jul 8, 2021 to Mar 31, 2022
      • HQ city · STAMFORD to unset
        Jul 8, 2021 to Mar 31, 2022
      • HQ state · CT to unset
        Jul 8, 2021 to Mar 31, 2022
      • Discretionary RAUM · $513M to $413M
        Jul 8, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $513M to $413M
        Jul 8, 2021 to Mar 31, 2022
      • RAUM · $513M to $413M
        Jul 8, 2021 to Mar 31, 2022
      • Accounts · 17 to 16
        Feb 10, 2021 to Mar 31, 2021
      • Pooled vehicle clients · 17 to 16
        Feb 10, 2021 to Mar 31, 2021
      • Private funds · 16 to 15
        Feb 10, 2021 to Mar 31, 2021
      • Discretionary RAUM · $898M to $513M
        Feb 10, 2021 to Mar 31, 2021
      • Pooled vehicle RAUM · $898M to $513M
        Feb 10, 2021 to Mar 31, 2021
      • RAUM · $898M to $513M
        Feb 10, 2021 to Mar 31, 2021
      • HQ city · WESTPORT to STAMFORD
        Apr 13, 2020 to Feb 10, 2021
      • Discretionary RAUM · $898M to $898M
        Mar 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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