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.
SEC-registered adviser
Gtcr LLC
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 29 filings
SEC status approved since Mar 30, 2012
RAUM
$49B
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
204
99 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
55
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$49B as of Mar 31, 2026
Mar 28, 2013$7.0B 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)204 as of Mar 31, 2026
Mar 28, 201375 then
Private funds55 as of Mar 31, 2026
Mar 28, 201324 then
RAUM +4.2% over the last fiscal year+18% 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
- $884MderivedRAUM 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
- +4.2%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
- $49B, 55 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)
- 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$49B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 55reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $49B for 55 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
61 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Gtcr Fund Xiv/A LP | Private Equity Fund | $7.1B | 158 | Mar 30, 2023 |
| Gtcr Fund Xiv/C LP | Private Equity Fund | $4.4B | 135 | Mar 30, 2023 |
| Gtcr Fund Xiii/A LP | Private Equity Fund | $4.1B | 150 | Nov 20, 2020 |
| Gtcr Fund Xii/A LP | Private Equity Fund | $3.3B | 128 | Jun 15, 2017 |
| Orange Investors 2 LP | Private Equity Fund | $2.3B | 59 | Mar 29, 2024 |
| Gtcr Fund Xiii/C LP | Private Equity Fund | $2.3B | 70 | Nov 20, 2020 |
| Gtcr Fund Xii/B LP | Private Equity Fund | $2.3B | 128 | Jun 15, 2017 |
| Gtcr Fund Xi/A LP | Private Equity Fund | $2.2B | 106 | Mar 31, 2014 |
| Gtcr Fund Xiii/B LP | Private Equity Fund | $2.0B | 150 | Nov 20, 2020 |
| Gtcr Fund Xi/B LP | Private Equity Fund | $1.8B | 106 | Mar 31, 2014 |
| Gtcr Fund Xii/C LP | Private Equity Fund | $1.4B | 35 | Jun 15, 2017 |
| Gtcr Strategic Growth Fund I/A LP | Private Equity Fund | $1.4B | 85 | Mar 30, 2022 |
| Gtcr Fund Xi/C LP | Private Equity Fund | $1.0B | 22 | Mar 31, 2014 |
| Gtcr Fund Xii/A Aiv LP | Private Equity Fund | $704M | 128 | Nov 20, 2020 |
| Orange Investors 1 LP | Private Equity Fund | $682M | 53 | Mar 29, 2024 |
| Gtcr Strategic Growth Fund I/C LP | Private Equity Fund | $502M | 33 | Mar 30, 2022 |
| Gtcr Evergreen Fund I/B LP | Private Equity Fund | $476M | 51 | Mar 29, 2024 |
| Gtcr Evergreen Fund I/C LP | Private Equity Fund | $447M | 44 | Mar 29, 2024 |
| Gtcr (A-1) Investors LP | Private Equity Fund | $351M | 26 | Mar 29, 2024 |
| Gtcr (C) Investors LP | Private Equity Fund | $348M | 41 | Mar 29, 2024 |
| Gtcr Strategic Growth Fund I/B LP | Private Equity Fund | $286M | 85 | Mar 30, 2022 |
| Gtcr Fund X/A LP | Private Equity Fund | $184M | 87 | Feb 13, 2012 |
| Gtcr Fund Xii/C Aiv LP | Private Equity Fund | $179M | 35 | Nov 20, 2020 |
| Gtcr Fund Vii/A, L.P.no longer reported | Private Equity Fund | $165M | 131 | Feb 13, 2012 |
| Gtcr Fund Viii, L.P. | Private Equity Fund | $128M | 78 | Feb 13, 2012 |
| Gtcr Fund Ix/A, L.P.no longer reported | Private Equity Fund | $119M | 100 | Feb 13, 2012 |
| Gtcr (A-2) Investors LP | Private Equity Fund | $104M | 15 | Mar 29, 2024 |
| Gtcr Fund X/C LP | Private Equity Fund | $54.2M | 26 | Feb 13, 2012 |
| Gtcr (D) Investors LP | Private Equity Fund | $42.8M | 24 | Mar 29, 2024 |
| Gtcr Co-Invest Xii LP | Private Equity Fund | $42.4M | 69 | Jun 15, 2017 |
| Gtcr Co-Invest Xiii LP | Private Equity Fund | $40.5M | 83 | Nov 20, 2020 |
| Gtcr Strategic Growth Co-Invest I LP | Private Equity Fund | $35.7M | 86 | Mar 30, 2022 |
| Gtcr Co-Invest Xi LP | Private Equity Fund | $34.3M | 63 | Mar 31, 2014 |
| Gtcr Co-Invest Xiv/A LP | Private Equity Fund | $27.3M | 69 | Mar 29, 2024 |
| Gtcr Fund Viii/B, L.P. | Private Equity Fund | $27.1M | 11 | Feb 13, 2012 |
| Gtcr Fund Vi, L.P.no longer reported | Private Equity Fund | $23.4M | 52 | Feb 13, 2012 |
| Gtcr Fund Ix/B, L.P.no longer reported | Private Equity Fund | $19.4M | 10 | Feb 13, 2012 |
| Gtcr Fund Xiii/A Aiv LP | Private Equity Fund | $17.9M | 150 | Mar 29, 2024 |
| Gtcr Fund Vii, L.P.no longer reported | Private Equity Fund | $16.6M | 131 | Feb 13, 2012 |
| Gtcr Co-Invest Xiv/B LP | Private Equity Fund | $15.5M | 35 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Mckeithan Mark Anderson · Managing Directorcontrolsince 09/2010 · owns less than 5%
- Douglas Aaron Cohen · Managing Directorcontrolsince 09/2011 · owns less than 5%
- Laurence Sean Cunningham · Managing Directorcontrolsince 09/2011 · owns less than 5%
- James Benjamin Daverman · Managing Directorcontrolsince 09/2016 · owns less than 5%
- Anthony David Donnini · Managing Directorcontrolsince 12/2009 · owns less than 5%
- Spyro Constantine Mihas · Managing Director And Co-Chief Executive Officercontrolsince 12/2009 · owns less than 5%
- Edward Collin Roche · Managing Director And Co-Chief Executive Officercontrolsince 12/2009 · owns less than 5%
- Louise Annamay Trala · Managing Director And Chief Financial Officercontrolsince 09/2010 · owns less than 5%
- Scott Jeffrey Wright · Managing Director, Chief Legal Officer And Chief Compliance Officercontrolsince 10/2012 · owns less than 5%
- Mckeithan Mark Anderson · Managercontrolsince 07/2021 · owns F of Gtcr Capital LLC
- Douglas Aaron Cohen · Managercontrolsince 07/2021 · owns F of Gtcr Capital LLC
- Laurence Sean Cunningham · Managercontrolsince 07/2021 · owns F of Gtcr Capital LLC
- James Benjamin Daverman · Managercontrolsince 07/2021 · owns F of Gtcr Capital LLC
- Anthony David Donnini · Managercontrolsince 07/2021 · owns F of Gtcr Capital LLC
- Spyro Constantine Mihas · Managercontrolsince 07/2021 · owns F of Gtcr Capital LLC
- Edward Collin Roche · Managercontrolsince 07/2021 · owns F of Gtcr Capital LLC
Entity owners
- Gtcr Management Holdings LP · Sole Memberdirect · owns 75% or more
- Gtcr Capital LLC · General Partner Of Gtcr Feeder LPindirect · owns F of Gtcr Feeder LP
- Gtcr Capital LLC · General Partner Of Gtcr Management Holdings LPindirect · owns F of Gtcr Management Holdings LP
- Gtcr Feeder LP · Limited Partner Of Gtcr Management Holdings LPindirect · owns 75% or more of Gtcr Management Holdings LP
Related persons
Schedule D 7.A
- Gtcr Investment Xi LLCinvestment adviserpooled vehicle sponsorn
- Gtcr Investment Xii Aiv Ltd.investment adviserpooled vehicle sponsorn
- Gtcr Investment Xii LLCinvestment adviserpooled vehicle sponsorn
- Gtcr Investment Xiii Aiv Ltd.investment adviserpooled vehicle sponsorn
- Gtcr Investment Xiii LLCinvestment adviserpooled vehicle sponsorn
- Gtcr Investment Xiv LLCinvestment adviserpooled vehicle sponsorn
- Gtcr Partners W LLCinvestment adviserpooled vehicle sponsorn
- Gtcr Partners Xi/A&C LPinvestment adviserpooled vehicle sponsorn
- Gtcr Partners Xi/B LPinvestment adviserpooled vehicle sponsorn
- Gtcr Partners Xii/A&C Aiv LPinvestment adviserpooled vehicle sponsorn
- Gtcr Partners Xii/A&C LPinvestment adviserpooled vehicle sponsorn
- Gtcr Partners Xii/B LPinvestment adviserpooled vehicle sponsorn
- Gtcr Partners Xiii/A&C Aiv LPinvestment adviserpooled vehicle sponsorn
- Gtcr Partners Xiii/A&C LPinvestment adviserpooled vehicle sponsorn
- Gtcr Partners Xiii/B LPinvestment adviserpooled vehicle sponsorn
- Gtcr Partners Xiv/A&C LPinvestment adviserpooled vehicle sponsorn
- Gtcr Partners Xiv/B LPinvestment adviserpooled vehicle sponsorn
- Gtcr Strategic Growth Investment I LLCinvestment adviserpooled vehicle sponsorn
- Gtcr Strategic Growth Partners I/A&C LPinvestment adviserpooled vehicle sponsorn
- Gtcr Strategic Growth Partners I/B LPinvestment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY28 employees
- West Palm Beach, FL4 employees
What changed
consecutive filings, newest first
- Accounts · 43 to 55Feb 20, 2026 to Mar 31, 2026
- Advisory employees · 89 to 99Feb 20, 2026 to Mar 31, 2026
- Pooled vehicle clients · 43 to 55Feb 20, 2026 to Mar 31, 2026
- Assets in custody · $47B to $49BFeb 20, 2026 to Mar 31, 2026
- Employees · 183 to 204Feb 20, 2026 to Mar 31, 2026
- Private funds · 43 to 55Feb 20, 2026 to Mar 31, 2026
- Discretionary RAUM · $47B to $49BFeb 20, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $47B to $49BFeb 20, 2026 to Mar 31, 2026
- RAUM · $47B to $49BFeb 20, 2026 to Mar 31, 2026
- Accounts · 35 to 43Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 86 to 89Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 35 to 43Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $40B to $47BMar 29, 2024 to Mar 31, 2025
- Employees · 167 to 183Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 35 to 43Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $40B to $47BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $40B to $47BMar 29, 2024 to Mar 31, 2025
- RAUM · $40B to $47BMar 29, 2024 to Mar 31, 2025
- Accounts · 33 to 35Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 80 to 86Mar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 33 to 35Mar 30, 2023 to Mar 29, 2024
- Assets in custody · $30B to $40BMar 30, 2023 to Mar 29, 2024
- Employees · 154 to 167Mar 30, 2023 to Mar 29, 2024
- Private funds · 33 to 35Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $30B to $40BMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $30B to $40BMar 30, 2023 to Mar 29, 2024
- RAUM · $30B to $40BMar 30, 2023 to Mar 29, 2024
- Accounts · 32 to 33Oct 13, 2022 to Mar 30, 2023
- Advisory employees · 65 to 80Oct 13, 2022 to Mar 30, 2023
- Pooled vehicle clients · 32 to 33Oct 13, 2022 to Mar 30, 2023
- Assets in custody · $29B to $30BOct 13, 2022 to Mar 30, 2023
- Employees · 112 to 154Oct 13, 2022 to Mar 30, 2023
- Private funds · 30 to 33Oct 13, 2022 to Mar 30, 2023
- Discretionary RAUM · $29B to $30BOct 13, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $29B to $30BOct 13, 2022 to Mar 30, 2023
- RAUM · $29B to $30BOct 13, 2022 to Mar 30, 2023
- Accounts · 26 to 32Feb 9, 2022 to Mar 30, 2022
- Advisory employees · 53 to 65Feb 9, 2022 to Mar 30, 2022
- Pooled vehicle clients · 26 to 32Feb 9, 2022 to Mar 30, 2022
Signals
10 dated events
- Gtcr Llc reported RAUM $39.9B, up 33% from $30.0B (2023-03-30 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Andrew Craig Bondy (Managing Director) no longer on Schedule A of Gtcr Llc (listed 2022-10-13, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Melissa Mounce Mithal (Managing Director - Leadership Talent And Diversity) no longer on Schedule A of Gtcr Llc (listed 2022-10-13, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Browne Christian Mcgrath (Managing Director And General Counsel) no longer on Schedule A of Gtcr Llc (listed 2022-02-09, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Gtcr Llc reported RAUM $24.2B, up 108% from $11.6B (2020-11-20 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Alan Philip Canfield (Managing Director) no longer on Schedule A of Gtcr Llc (listed 2020-03-30, absent 2020-11-20)Nov 20, 2020 · Control person left · inference
- Frank Richard Iorio (Managing Director And Chief Talent Officer) no longer on Schedule A of Gtcr Llc (listed 2019-06-24, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Christopher Lawrence Fey (Managing Director) no longer on Schedule A of Gtcr Llc (listed 2019-06-24, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Melissa Mounce Mithal (Managing Director - Leadership Talent) appeared on Schedule A of Gtcr LlcMar 30, 2020 · Control person joined · fact
- Gtcr Llc reported RAUM $13.3B, up 66% from $8.0B (2017-06-15 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/gtcr-llc/posts/?feedView=allreportedpublic record, Form ADV, Sep 17, 2026
- Website
- GTCR.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 312-382-2200reportedpublic 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