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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
G••••••• M••••••••• C••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Feb 13, 2012 · 23 filings
SEC status approved since Mar 28, 2012
RAUM
$2.7B
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
21
17 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$2.7B as of Mar 27, 2026
Mar 26, 2013$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 26, 20130 then
Employees (5.A)21 as of Mar 27, 2026
Mar 26, 201318 then
Private funds7 as of Mar 27, 2026
Mar 26, 20136 then
RAUM +15% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $179MderivedRAUM 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
- +15%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.7B, 7 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$2.7B99%
- Corporations and businesses$18.1M0.7%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.7B for 7 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.99 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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $916M | 18 | Mar 28, 2019 |
| G••••••• A•••••••• F•••• L• | Private Equity Fund | $428M | 23 | Mar 29, 2024 |
| G••••••• C•••••• P••••••• I• L••• | Private Equity Fund | $299M | 33 | Feb 13, 2012 |
| G••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $299M | 8 | Mar 29, 2024 |
| T•• L••• | Private Equity Fund | $82.3M | 30 | Mar 31, 2015 |
| G••••••• G••• F•••• L••• | Private Equity Fund | $74.9M | 8 | Nov 20, 2024 |
| G••••••• C•••••• P••••••• L••• | Private Equity Fund | $73.8M | 52 | Feb 13, 2012 |
| T•• B••• L••• | Private Equity Fund | $2.1M | 4 | Mar 31, 2015 |
| S•••••• H•••••••• L•••no longer reported | Private Equity Fund | $1.7M | 41 | Feb 13, 2012 |
| S•••••• T•• H••••••• L•no longer reported | Private Equity Fund | $298,373 | 13 | Feb 13, 2012 |
| S••••••• H••••••• L•no longer reported | Private Equity Fund | $78,047 | 5 | Feb 13, 2012 |
| S•••••• L••••• L•no longer reported | Private Equity Fund | $0 | 53 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• R•••••• E••••• · Founding Member/Managing Member/Executive Officercontrolsince 02/2006 · owns 50% to 75%
- T••••••• L••••• G••••• · Founding Member/Managing Member/Executive Officercontrolsince 02/2006 · owns 25% to 50%
- D•••••••• D••••• · Membersince 01/2017 · owns 5% to 10%
- F••••••• M••••• A• · Executive Officersince 10/2023 · owns less than 5%
- T•••• S•••• · Chief Financial Officer/Chief Compliance Officersince 01/2021 · owns less than 5%
- Y•••• W••••••• M••••••• · Managing Member/Executive Officersince 06/2009 · owns 10% to 25%
Related persons
Schedule D 7.A
- G••••••• A•••••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- G••••••• G••• F••• G•• L••investment adviserpooled vehicle sponsorn
- G••••••• G• I•• L••investment adviserpooled vehicle sponsorn
- G••••••• G• I••• L••investment adviserpooled vehicle sponsorn
- G••••••• G• I•• L••investment adviserpooled vehicle sponsorn
- G••••••• G•• L••investment adviserpooled vehicle sponsorn
- G••••••• I•••• A••••••• P•••••• L••••••investment advisery
Offices
Schedule D 1.F, the 25 largest
- West Palm Beach, FL3 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 27, 2026insurance affiliate (Item 7.A.10): no on the filing of 2025-03-28, yes on the filing of 2026-03-27peers: asset managers, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Accounts · 7 to 15Mar 28, 2025 to Mar 27, 2026
- Advisory employees · 15 to 17Mar 28, 2025 to Mar 27, 2026
- Advisory activities · 1 to 2Mar 28, 2025 to Mar 27, 2026
- Corporate clients · unset to 8.0Mar 28, 2025 to Mar 27, 2026
- Assets in custody · $2.0B to $2.7BMar 28, 2025 to Mar 27, 2026
- Employees · 19 to 21Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $2.3B to $2.7BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $2.3B to $2.7BMar 28, 2025 to Mar 27, 2026
- RAUM · $2.3B to $2.7BMar 28, 2025 to Mar 27, 2026
- Related insurance company · false to trueMar 28, 2025 to Mar 27, 2026
- Advisory employees · 16 to 15Nov 20, 2024 to Mar 28, 2025
- Assets in custody · $1.6B to $2.0BNov 20, 2024 to Mar 28, 2025
- Financial planning clients · unset to Nov 20, 2024 to Mar 28, 2025
- Private funds · 8 to 7Nov 20, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.1B to $2.3BNov 20, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.1B to $2.3BNov 20, 2024 to Mar 28, 2025
- RAUM · $2.1B to $2.3BNov 20, 2024 to Mar 28, 2025
- Private funds · 7 to 8Mar 29, 2024 to Nov 20, 2024
- Accounts · 5 to 7Mar 29, 2023 to Mar 29, 2024
- Advisory employees · 13 to 16Mar 29, 2023 to Mar 29, 2024
- Pooled vehicle clients · 5 to 7Mar 29, 2023 to Mar 29, 2024
- Assets in custody · $1.3B to $1.6BMar 29, 2023 to Mar 29, 2024
- Employees · 15 to 19Mar 29, 2023 to Mar 29, 2024
- Private funds · 5 to 7Mar 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.5B to $2.1BMar 29, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.5B to $2.1BMar 29, 2023 to Mar 29, 2024
- RAUM · $1.5B to $2.1BMar 29, 2023 to Mar 29, 2024
- Accounts · 6 to 5Mar 29, 2022 to Mar 29, 2023
- Advisory employees · 11 to 13Mar 29, 2022 to Mar 29, 2023
- Pooled vehicle clients · 6 to 5Mar 29, 2022 to Mar 29, 2023
- Assets in custody · $1.0B to $1.3BMar 29, 2022 to Mar 29, 2023
- Employees · 13 to 15Mar 29, 2022 to Mar 29, 2023
- Private funds · 6 to 5Mar 29, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.4B to $1.5BMar 29, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.4B to $1.5BMar 29, 2022 to Mar 29, 2023
- RAUM · $1.4B to $1.5BMar 29, 2022 to Mar 29, 2023
- Advisory employees · 10 to 11Jan 7, 2022 to Mar 29, 2022
- BD registered reps · 1 to 0Jan 7, 2022 to Mar 29, 2022
- Assets in custody · $1.4B to $1.0BJan 7, 2022 to Mar 29, 2022
- Employees · 12 to 13Jan 7, 2022 to Mar 29, 2022
Signals
1 dated events
- G••••••• M••••••••• C••••••• L•• reported RAUM $2.1B, up 38% from $1.5B (2023-03-29 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- G••••••• M••••••••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- G••••••• M••••••••• C••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/gennx360-management-company-llc/mycompareportedpublic record, Form ADV, Sep 19, 2026
- Website
- G•••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-257-6782reportedpublic record, Form ADV, Mar 27, 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