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
J• G•••••• • C••• L•••
Latest filing Mar 30, 2026
First filing on the tape Feb 14, 2012 · 32 filings
SEC status approved since Mar 30, 2012
RAUM
$4.9B
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
112
78 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$4.9B as of Mar 30, 2026
Apr 1, 2013$984M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Apr 1, 20130 then
Employees (5.A)112 as of Mar 30, 2026
Apr 1, 201355 then
Private funds2 as of Mar 30, 2026
Apr 1, 20132 then
RAUM -1.6% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $609MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.6%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $4.9B, 8 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.9B for 8 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=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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J• G•••••• M••••• F•••• L••• | Hedge Fund | $3.6B | 425 | Feb 14, 2012 |
| J••••• L••no longer reported | Hedge Fund | $142M | 150 | Apr 1, 2013 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• J••• G•••• · Chief Executive Officercontrolsince 03/1986 · owns less than 5%
- J••••••• M••••••• J••• · General Counsel/Chief Operating Officercontrolsince 06/2019 · owns less than 5%
- M•••••• J•••••• R•••••• · Presidentcontrolsince 01/2015 · owns less than 5%
- W•••••• D•••••• E•••••••• · Chief Financial Officercontrolsince 01/2023 · owns less than 5%
- W••••• S••••• A••••••••• · Chief Compliance Officercontrolsince 02/2019 · owns less than 5%
- G••••••• I••••• J•• · Trusteecontrolsince 04/1995 · owns F of G•••••• D••••••••• 2••• T••••
- G••••••• J••• G•••• · Trusteecontrolsince 01/2011 · owns F of J•• 2••• T••••
Entity owners
- G•••••• D••••••••• 2••• T•••• · Limited Partnerdirect · owns 10% to 25%
- J• G•••••• C•••••• M••••••••• I••• · General Partnerdirect · owns less than 5%
- J•• 2••• T•••• · Limited Partnerdirect · owns 75% or more
- J•• 2••• T•••• · Shareholderindirect · owns 75% or more of J• G•••••• C•••••• M••••••••• I•••
Related persons
Schedule D 7.A
- J• G•••••• C•••••• G• L•pooled vehicle sponsorn
- J• G•••••• C•••••• M••••••••• I•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Miami Beach, FL9 employees
What changed
consecutive filings, newest first
- Advisory employees · 65 to 78Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $5.0B to $4.9BMar 28, 2025 to Mar 30, 2026
- Employees · 99 to 112Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $5.0B to $4.9BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $5.0B to $4.9BMar 28, 2025 to Mar 30, 2026
- RAUM · $5.0B to $4.9BMar 28, 2025 to Mar 30, 2026
- Advisory employees · 59 to 65Oct 1, 2024 to Mar 28, 2025
- Accounts · 4 to 8Oct 1, 2024 to Mar 28, 2025
- Pooled vehicle clients · 4 to 8Oct 1, 2024 to Mar 28, 2025
- Assets in custody · $3.6B to $5.0BOct 1, 2024 to Mar 28, 2025
- Employees · 86 to 99Oct 1, 2024 to Mar 28, 2025
- Financial planning clients · unset to Oct 1, 2024 to Mar 28, 2025
- Private funds · 1 to 2Oct 1, 2024 to Mar 28, 2025
- Discretionary RAUM · $3.6B to $5.0BOct 1, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $3.6B to $5.0BOct 1, 2024 to Mar 28, 2025
- RAUM · $3.6B to $5.0BOct 1, 2024 to Mar 28, 2025
- Advisory employees · 54 to 59Apr 10, 2023 to Mar 28, 2024
- Assets in custody · $3.0B to $3.6BApr 10, 2023 to Mar 28, 2024
- Employees · 80 to 86Apr 10, 2023 to Mar 28, 2024
- Other offices · 2 to 1Apr 10, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.0B to $3.6BApr 10, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.0B to $3.6BApr 10, 2023 to Mar 28, 2024
- RAUM · $3.0B to $3.6BApr 10, 2023 to Mar 28, 2024
- Advisory employees · 52 to 54May 3, 2022 to Mar 27, 2023
- Assets in custody · $2.4B to $3.0BMay 3, 2022 to Mar 27, 2023
- Employees · 77 to 80May 3, 2022 to Mar 27, 2023
- Discretionary RAUM · $2.4B to $3.0BMay 3, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $2.4B to $3.0BMay 3, 2022 to Mar 27, 2023
- RAUM · $2.4B to $3.0BMay 3, 2022 to Mar 27, 2023
- Advisory employees · 48 to 52Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $2.4B to $2.4BMar 31, 2021 to Mar 31, 2022
- Employees · 68 to 77Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.4B to $2.4BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.4B to $2.4BMar 31, 2021 to Mar 31, 2022
- RAUM · $2.4B to $2.4BMar 31, 2021 to Mar 31, 2022
- Advisory employees · 51 to 48Mar 27, 2020 to Mar 31, 2021
- Assets in custody · $1.7B to $2.4BMar 27, 2020 to Mar 31, 2021
- Employees · 71 to 68Mar 27, 2020 to Mar 31, 2021
- Discretionary RAUM · $1.7B to $2.4BMar 27, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $1.7B to $2.4BMar 27, 2020 to Mar 31, 2021
Signals
7 dated events
- J• G•••••• • C••• L••• reported RAUM $5.0B, up 36% from $3.6B (2024-10-01 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Rinaldi Albert Scerbo (Chief Financial Officer) no longer on Schedule A of J• G•••••• • C••• L••• (listed 2022-05-03, absent 2023-03-27)Mar 27, 2023 · Control person left · inference
- Elizabeth Deanna Wagner (Chief Financial Officer) appeared on Schedule A of J• G•••••• • C••• L•••Mar 27, 2023 · Control person joined · fact
- J• G•••••• • C••• L••• reported RAUM $2.4B, up 36% from $1.7B (2020-03-27 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- John Michael Juliano (General Counsel) appeared on Schedule A of J• G•••••• • C••• L•••Nov 1, 2019 · Control person joined · fact
- Alessandra Sagan Weiss (Chief Compliance Officer) appeared on Schedule A of J• G•••••• • C••• L•••Mar 1, 2019 · Control person joined · fact
- Jordan Adam Reback (Chief Compliance Officer) no longer on Schedule A of J• G•••••• • C••• L••• (listed 2018-09-05, absent 2019-03-01)Mar 1, 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
- Firm profile
- linkedin.com/company/jgoldmanlpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- JG••••••LP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-262-4990reportedpublic record, Form ADV, Mar 30, 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