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•••• P•••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 29 filings
SEC status approved since Mar 30, 2012
RAUM
$1.8B
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
28
23 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
17
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$1.8B as of Mar 31, 2026
Mar 28, 2013$503M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20130 then
Employees (5.A)28 as of Mar 31, 2026
Mar 28, 201320 then
Private funds17 as of Mar 31, 2026
Mar 28, 20135 then
RAUM +22% over the last fiscal year-2.5% 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
- $105MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%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
- $1.1B, 17 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$1.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 17 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0derived
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
36 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•••• P•••• P••••••• I•• L••• | Private Equity Fund | $535M | 145 | May 5, 2022 |
| B••••••••• V•••• F•••• L••• | Hedge Fund | $516M | 94 | Feb 14, 2012 |
| B••••••••• O••••••• V•••• F•••• L••• | Hedge Fund | $336M | 83 | Feb 14, 2012 |
| G•••• P•••• P••••••• I••• L• | Private Equity Fund | $291M | 109 | Mar 29, 2019 |
| G•••• P•••• P••••••• I• S••••• A••• L•••no longer reported | Private Equity Fund | $67.1M | 100 | Feb 25, 2021 |
| G•••• P•••• P••••••• I•• L• | Private Equity Fund | $65.8M | 103 | Mar 28, 2013 |
| G•••• P•••• P••••••• I••••• L••• | Private Equity Fund | $51.3M | 24 | Mar 30, 2020 |
| G•• I• • S••••••••• L••no longer reported | Private Equity Fund | $32.2M | 27 | Mar 30, 2020 |
| G•• I•• • P••• L•• | Private Equity Fund | $31.3M | 32 | Mar 31, 2022 |
| G•• • C• I• L• | Private Equity Fund | $29.6M | 62 | Mar 31, 2023 |
| G•••• P•••• P••••••• I• L•••no longer reported | Private Equity Fund | $27.7M | 101 | Feb 14, 2012 |
| G•• I•• • E•••••••• L•• | Private Equity Fund | $20.8M | 25 | Mar 31, 2023 |
| G•• I••• S••••• A••• L•••no longer reported | Private Equity Fund | $20.6M | 16 | Feb 25, 2021 |
| G•••• P•••• P••••••• I•••• L• | Private Equity Fund | $20.1M | 16 | Mar 31, 2014 |
| G•• I• • M••••••••• L••no longer reported | Private Equity Fund | $15.0M | 21 | Mar 29, 2019 |
| G•• I•• • A••••• L•• | Private Equity Fund | $14.7M | 22 | Mar 30, 2020 |
| G•• I•• • M••• L•• | Private Equity Fund | $5.3M | 24 | Feb 25, 2021 |
| B••••••••• I••••••••• V•••• F•••• L•••no longer reported | Hedge Fund | $4.2M | 3 | Feb 14, 2012 |
| G•• I• • B••• L••no longer reported | Private Equity Fund | $3.9M | 16 | Aug 23, 2013 |
| G•• I• • L•••• L•• | Private Equity Fund | $2.7M | 13 | Apr 3, 2024 |
| G•• I• • S••••• C••••••••• L••• | Private Equity Fund | $2.2M | 19 | Mar 30, 2015 |
| G•• I• • U••• L•• | Private Equity Fund | $2.2M | 19 | Apr 2, 2018 |
| G•• I• • H••• L••no longer reported | Private Equity Fund | $2.0M | 9 | Aug 23, 2013 |
| G•• I•• • I••••••• L•• | Private Equity Fund | $1.6M | 3 | Mar 31, 2023 |
| G•• I• • P••• L••no longer reported | Private Equity Fund | $1.1M | 18 | Aug 23, 2013 |
| G•• I••••••••• L••no longer reported | Private Equity Fund | $819,740 | 23 | Mar 30, 2015 |
| G•• I• • A•• L••no longer reported | Private Equity Fund | $658,595 | 12 | Apr 29, 2016 |
| G•• I• • M••• H•••••••• L•• | Private Equity Fund | $553,596 | 4 | Mar 29, 2019 |
| G•• I•• • T•••••• L•• | Private Equity Fund | $538,337 | 7 | Mar 30, 2020 |
| G•• • C••••••••• L••no longer reported | Private Equity Fund | $188,584 | 15 | Aug 23, 2013 |
| G•• I•• • B••••••• L•• | Private Equity Fund | $136,051 | 27 | Mar 30, 2020 |
| G•• I• • A••• L••no longer reported | Private Equity Fund | $64,724 | 21 | Mar 31, 2017 |
| G•• I• • C••••••••• L••no longer reported | Private Equity Fund | $37,951 | 10 | Apr 29, 2016 |
| G•• • O••• L••no longer reported | Private Equity Fund | $36,047 | 3 | Mar 29, 2016 |
| G•• I• • P••• L••no longer reported | Private Equity Fund | $3,314 | 6 | Apr 29, 2016 |
| G•• I• O••••••• F•••••• L••• | Private Equity Fund | $0 | 2 | Mar 31, 2014 |
Owners and control persons
Schedule A and B, latest filing
- F••••••••• A•••• B•••• · General Counsel And Chief Compliance Officercontrolsince 12/2023 · owns less than 5%
- J••• J••••••• R••••• · Elected Manager, Member And Managing Directorcontrolsince 01/2003 · owns 50% to 75%
- P••••••• R•••••• M••• · Chief Operating Officer And Chief Financial Officercontrolsince 07/2010 · owns less than 5%
- P•••• K•••• · Trusteesince 10/2003 · owns F of T•• J•• F••••• S•••• T••••
Entity owners
- T•• J•• F••••• S•••• T•••• · Associated Non-Managing Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- G•• • C• I• G•• L••pooled vehicle sponsorn
- G•• S••••••••• L••broker-dealery
- G•••• P•••• G•• L••pooled vehicle sponsorn
- G•••• P•••• P••••••• I• G•• L••pooled vehicle sponsorn
- G•••• P•••• P••••••• I•• G•• L••pooled vehicle sponsorn
- G•••• P•••• P••••••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Palm Beach, FL21 employees
- Mayfair London, United Kingdom3 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 18 to 17Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 22 to 23Mar 28, 2025 to Mar 31, 2026
- BD registered reps · 3 to 4Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 18 to 17Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $857M to $1.1BMar 28, 2025 to Mar 31, 2026
- Employees · 26 to 28Mar 28, 2025 to Mar 31, 2026
- Private funds · 18 to 17Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.5B to $1.8BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.5B to $1.8BMar 28, 2025 to Mar 31, 2026
- RAUM · $1.5B to $1.8BMar 28, 2025 to Mar 31, 2026
- Accounts · 20 to 18Oct 14, 2024 to Mar 28, 2025
- Advisory employees · 23 to 22Oct 14, 2024 to Mar 28, 2025
- Advisory activities · 2 to 1Oct 14, 2024 to Mar 28, 2025
- Pooled vehicle clients · 19 to 18Oct 14, 2024 to Mar 28, 2025
- Assets in custody · $1.1B to $857MOct 14, 2024 to Mar 28, 2025
- Employees · 28 to 26Oct 14, 2024 to Mar 28, 2025
- Financial planning clients · unset to Oct 14, 2024 to Mar 28, 2025
- Other offices · 3 to 2Oct 14, 2024 to Mar 28, 2025
- Private funds · 20 to 18Oct 14, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.0B to $1.5BOct 14, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.9B to $1.5BOct 14, 2024 to Mar 28, 2025
- RAUM · $2.0B to $1.5BOct 14, 2024 to Mar 28, 2025
- Private funds · 19 to 20Mar 28, 2024 to Apr 3, 2024
- Accounts · 19 to 20Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 21 to 23Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 18 to 19Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $1.3B to $1.1BMar 31, 2023 to Mar 28, 2024
- Employees · 27 to 28Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.9B to $2.0BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.9B to $1.9BMar 31, 2023 to Mar 28, 2024
- RAUM · $1.9B to $2.0BMar 31, 2023 to Mar 28, 2024
- Advisory activities · 1 to 2May 5, 2022 to Mar 31, 2023
- BD registered reps · 4 to 3May 5, 2022 to Mar 31, 2023
- Pooled vehicle clients · 19 to 18May 5, 2022 to Mar 31, 2023
- Assets in custody · $1.2B to $1.3BMay 5, 2022 to Mar 31, 2023
- Employees · 26 to 27May 5, 2022 to Mar 31, 2023
- Other offices · 1 to 3May 5, 2022 to Mar 31, 2023
- Private funds · 18 to 19May 5, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.5B to $1.9BMay 5, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.5B to $1.9BMay 5, 2022 to Mar 31, 2023
Signals
8 dated events
- G•••• P•••• P•••••••• L•• reported RAUM $1.5B, down 27% from $2.0B (2024-10-14 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- D••••• Ortav Yehudai (Member, Managing Director) no longer on Schedule A of G•••• P•••• P•••••••• L•• (listed 2024-04-03, absent 2024-10-14)Oct 14, 2024 · Control person left · inference
- B•••• A••• F••••••••• (General Counsel And Chief Compliance Officer) appeared on Schedule A of G•••• P•••• P•••••••• L••Mar 28, 2024 · Control person joined · fact
- G•••• P•••• P•••••••• L•• reported RAUM $1.9B, up 29% from $1.5B (2022-05-05 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Bills A••• Dolder (Member, Managing Director) no longer on Schedule A of G•••• P•••• P•••••••• L•• (listed 2022-05-05, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- G•••• P•••• P•••••••• L•• reported RAUM $1.5B, down 33% from $2.2B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- G•••• P•••• P•••••••• L•• reported RAUM $2.9B, up 86% from $1.5B (2019-04-05 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- G•••• P•••• P•••••••• L•• reported RAUM $1.5B, up 27% from $1.2B (2018-04-02 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- G•••• P•••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- G•••• P•••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/great-point-partners/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.g•••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-971-3300reportedpublic 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