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••••••••• M••••••• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 157082SEC 801-72948websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Dec 5, 2011 · 31 filings
SEC status approved since Jan 3, 2012
RAUM
$1.3B
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
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.3B as of Mar 31, 2026
Mar 30, 2012$905M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)2 as of Mar 31, 2026
Apr 1, 20132 then
Private funds6 as of Mar 31, 2026
Mar 30, 20126 then
RAUM +31% over the last fiscal year+24% 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
$211MderivedRAUM 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
+31%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)
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.3B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 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=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
      6 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • B••••• B••••••• C••••••••• · Chief Financial Officercontrol
        since 02/2019 · owns less than 5%
      • E••••••• D••••• M•••••• · Senior Manager And Senior Membercontrol
        since 01/2002 · owns 75% or more
      • R••••••• D•••••• E• · Chief Operating Officercontrol
        since 01/2003 · owns less than 5%
      • R••••• S•••••• A••• · Chief Compliance Officercontrol
        since 01/2019 · owns less than 5%
      Related persons
      Schedule D 7.A
      • D•• A••••••• G•• L••
        n
      • D•• A••••••• I•• L••
        bankpooled vehicle sponsorn
      • D•• A•••••••• L••
        pooled vehicle sponsorn
      • D•• A•••••••• L•
        investment adviserbanknRAUM $907M
      • D•• C•••••• M••••••••• L•
        investment adviserbanknRAUM $4.8B
      • D•• M••••••••• G•• L••
        bankpooled vehicle sponsorn
      • G••••••••• C•••••• H••••••• ••• L••••••
        investment advisern
      • G••••••••• M•••••• G•• L••
        bankpooled vehicle sponsorn
      Advisers that list G••••••••• M••••••• L•• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $967M to $1.3B
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $967M to $1.3B
        Mar 31, 2025 to Mar 31, 2026
      • RAUM · $967M to $1.3B
        Mar 31, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Mar 29, 2024 to Mar 31, 2025
      • Discretionary RAUM · $826M to $967M
        Mar 29, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $826M to $967M
        Mar 29, 2024 to Mar 31, 2025
      • RAUM · $826M to $967M
        Mar 29, 2024 to Mar 31, 2025
      • Discretionary RAUM · $664M to $826M
        Mar 31, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $664M to $826M
        Mar 31, 2023 to Mar 29, 2024
      • RAUM · $664M to $826M
        Mar 31, 2023 to Mar 29, 2024
      • Discretionary RAUM · $718M to $664M
        Apr 11, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $718M to $664M
        Apr 11, 2022 to Mar 31, 2023
      • RAUM · $718M to $664M
        Apr 11, 2022 to Mar 31, 2023
      • Discretionary RAUM · $644M to $718M
        Sep 13, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $644M to $718M
        Sep 13, 2021 to Mar 31, 2022
      • RAUM · $644M to $718M
        Sep 13, 2021 to Mar 31, 2022
      • Discretionary RAUM · $666M to $644M
        Mar 30, 2020 to Mar 31, 2021
      • Pooled vehicle RAUM · $666M to $644M
        Mar 30, 2020 to Mar 31, 2021
      • RAUM · $666M to $644M
        Mar 30, 2020 to Mar 31, 2021
      • Assets in custody · $820M to $0
        Mar 30, 2019 to Mar 30, 2020
      • Other offices · 1 to 0
        Mar 30, 2019 to Mar 30, 2020
      • Discretionary RAUM · $820M to $666M
        Mar 30, 2019 to Mar 30, 2020
      • Pooled vehicle RAUM · $820M to $666M
        Mar 30, 2019 to Mar 30, 2020
      • RAUM · $820M to $666M
        Mar 30, 2019 to Mar 30, 2020
      • Advisory activities · 2 to 1
        Jan 2, 2019 to Mar 30, 2019
      • Assets in custody · $961M to $820M
        Jan 2, 2019 to Mar 30, 2019
      • Discretionary RAUM · $961M to $820M
        Jan 2, 2019 to Mar 30, 2019
      • Pooled vehicle RAUM · $961M to $820M
        Jan 2, 2019 to Mar 30, 2019
      • RAUM · $961M to $820M
        Jan 2, 2019 to Mar 30, 2019
      • Pooled vehicle clients · unset to 6.0
        Mar 31, 2017 to Mar 30, 2018
      • Assets in custody · $979M to $961M
        Mar 31, 2017 to Mar 30, 2018
      • Other offices · unset to 1.0
        Mar 31, 2017 to Mar 30, 2018
      • Discretionary RAUM · $979M to $961M
        Mar 31, 2017 to Mar 30, 2018
      • Pooled vehicle RAUM · unset to 961128934.0
        Mar 31, 2017 to Mar 30, 2018
      • RAUM · $979M to $961M
        Mar 31, 2017 to Mar 30, 2018
      • Assets in custody · $1.0B to $979M
        Aug 31, 2016 to Mar 31, 2017
      • Discretionary RAUM · $1.0B to $979M
        Aug 31, 2016 to Mar 31, 2017
      • RAUM · $1.0B to $979M
        Aug 31, 2016 to Mar 31, 2017
      • Assets in custody · $1.1B to $1.0B
        Jan 4, 2016 to Mar 30, 2016
      • Discretionary RAUM · $1.1B to $1.0B
        Jan 4, 2016 to Mar 30, 2016
      Signals
      5 dated events
      • G••••••••• M••••••• L•• reported RAUM $1.3B, up 31% from $967.2M (2025-03-31 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      • V•••• S•••• (Vice President And Director Of Research) no longer on Schedule A of G••••••••• M••••••• L•• (listed 2021-03-31, absent 2021-09-13)
        Sep 13, 2021 · Control person left · inference
      • C••••••••• B•••••• B•••• (Chief Financial Officer) appeared on Schedule A of G••••••••• M••••••• L••
        Mar 30, 2019 · Control person joined · fact
      • J••••• H•••• B••••••• (Chief Financial Officer) no longer on Schedule A of G••••••••• M••••••• L•• (listed 2019-01-02, absent 2019-03-30)
        Mar 30, 2019 · Control person left · inference
      • A••• S••••• R•••• (Chief Compliance Officer) appeared on Schedule A of G••••••••• M••••••• L••
        Jan 2, 2019 · Control person joined · fact
      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
      H•••://WWW.LINKEDIN.COM/COMPANY/G•••••••••-CAPITAL/ABOUTreportedpublic record, Form ADV, Sep 18, 2026
      Website
      H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-973-1900reportedpublic 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