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

T•• G•••• G••••• L••

Asset manager (funds and pooled vehicles)Beverly Hills, CaliforniaCRD 160598SEC 801-73952websiteIAPD
Latest filing Mar 27, 2026
First filing on the tape Feb 14, 2012 · 21 filings
SEC status approved since Mar 30, 2012
RAUM
$287M
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
10
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$287M as of Mar 27, 2026
Mar 26, 2013$3.6B 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)10 as of Mar 27, 2026
Mar 26, 201351 then
Private funds2 as of Mar 27, 2026
Mar 26, 201315 then
RAUM -9.7% over the last fiscal year-13% 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
$144MderivedRAUM 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
-9.7%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
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
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • 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$287M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
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
      17 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      G•••• C•••••• P••••••• I••• L•••Private Equity Fund$260M64Feb 14, 2012
      G•••• C•••••• P••••••• I•• L•••Private Equity Fund$86.4M60Feb 14, 2012
      G•••• C•••••• P•••••••• L•••no longer reportedPrivate Equity Fund$48.6M29Feb 14, 2012
      G•••• S•••• C••••••••• P•••••••• L•••Private Equity Fund$30.6M20Feb 14, 2012
      G•••• C•••••••• P••••••••• I••• L•••Private Equity Fund$18.7M23Feb 14, 2012
      G•••• S•••• C••••••••• P••••••• ••••••••• L•••no longer reportedPrivate Equity Fund$17.6M20Mar 26, 2013
      G•••• C•••••••• P••••••••• L•••no longer reportedPrivate Equity Fund$16.9M4Feb 14, 2012
      G•••• A••••••••• I••••••••• I• L•••no longer reportedPrivate Equity Fund$16.3M11Feb 14, 2012
      G•••• C•••••••• P••••••••• I•• L•••Private Equity Fund$11.2M21Feb 14, 2012
      G•••• C•••••• P••••••• ••••••••• I••• L•••no longer reportedPrivate Equity Fund$9.3M61Feb 14, 2012
      G•••• A••••••••• I••••••••• I•• L•••no longer reportedPrivate Equity Fund$7.7M19Feb 14, 2012
      G•••• F• P•••••••• L•••no longer reportedPrivate Equity Fund$2.0M30Feb 14, 2012
      G•••• S•••• C•• C•••••••• P••••••••• L•••Private Equity Fund$1.5M17Feb 14, 2012
      G•••• S•••• C•• C•••••••• P••••••••• ••••••••• L•••no longer reportedPrivate Equity Fund$961,95417Mar 26, 2013
      G•••• C•••••••• P••••••••• ••••••••• I••• L•••no longer reportedPrivate Equity Fund$473,86123Feb 14, 2012
      G•••• C•••••• P••••••• ••••••••• I•• L•••no longer reportedPrivate Equity Fund$20,41759Feb 14, 2012
      G•••• C•••••••• P••••••••• ••••••••• I•• L•••no longer reportedPrivate Equity Fund$17,11721Feb 14, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • C•••• J•••••••• K••• · Managing Directorcontrol
        since 01/2016 · owns less than 5%
      • G••••• A•••• E•••• · Chief Executive Officer And Chief Compliance Officercontrol
        since 12/1993 · owns less than 5%
      • J••••••• E•••••• A•••••• · Sr. Managing Directorcontrol
        since 01/2016 · owns less than 5%
      • S••••• M•••• R••••• · Senior Managing Directorcontrol
        since 04/2005 · owns less than 5%
      • G••••• A•••• E•••• · Managercontrol
        since 01/2004 · owns 75% or more of A•• H•••••••• L••
      Entity owners
      • A•• H•••••••• L•• · Sole Member
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      • G•••• C•••••• A••••••• I•• L••
        pooled vehicle sponsory
      • G•••• C•••••• A••••••• I••• L•••
        pooled vehicle sponsory
      • G•••• S•••• C•• A•••••••• L•••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      • Boulder, CO2 employees
      What changed
      consecutive filings, newest first
      • Accounts · 4 to 2
        Mar 31, 2025 to Mar 27, 2026
      • Pooled vehicle clients · 4 to 2
        Mar 31, 2025 to Mar 27, 2026
      • Employees · 11 to 10
        Mar 31, 2025 to Mar 27, 2026
      • Private funds · 4 to 2
        Mar 31, 2025 to Mar 27, 2026
      • Discretionary RAUM · $318M to $287M
        Mar 31, 2025 to Mar 27, 2026
      • Pooled vehicle RAUM · $318M to $287M
        Mar 31, 2025 to Mar 27, 2026
      • RAUM · $318M to $287M
        Mar 31, 2025 to Mar 27, 2026
      • Advisory employees · 8 to 7
        Jul 16, 2024 to Mar 31, 2025
      • Employees · 18 to 11
        Jul 16, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Jul 16, 2024 to Mar 31, 2025
      • Discretionary RAUM · $311M to $318M
        Jul 16, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $311M to $318M
        Jul 16, 2024 to Mar 31, 2025
      • RAUM · $311M to $318M
        Jul 16, 2024 to Mar 31, 2025
      • Accounts · 6 to 4
        Dec 14, 2023 to Mar 21, 2024
      • Advisory employees · 11 to 8
        Dec 14, 2023 to Mar 21, 2024
      • Pooled vehicle clients · 6 to 4
        Dec 14, 2023 to Mar 21, 2024
      • Employees · 19 to 18
        Dec 14, 2023 to Mar 21, 2024
      • Private funds · 6 to 4
        Dec 14, 2023 to Mar 21, 2024
      • Discretionary RAUM · $436M to $311M
        Dec 14, 2023 to Mar 21, 2024
      • Pooled vehicle RAUM · $436M to $311M
        Dec 14, 2023 to Mar 21, 2024
      • RAUM · $436M to $311M
        Dec 14, 2023 to Mar 21, 2024
      • Assets in custody · unset to 0.0
        Nov 21, 2022 to Mar 30, 2023
      • Employees · 22 to 19
        Nov 21, 2022 to Mar 30, 2023
      • Discretionary RAUM · $580M to $436M
        Nov 21, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $580M to $436M
        Nov 21, 2022 to Mar 30, 2023
      • RAUM · $580M to $436M
        Nov 21, 2022 to Mar 30, 2023
      • Accounts · 10 to 6
        Mar 19, 2021 to Mar 29, 2022
      • Advisory employees · 9 to 11
        Mar 19, 2021 to Mar 29, 2022
      • Pooled vehicle clients · 10 to 6
        Mar 19, 2021 to Mar 29, 2022
      • Employees · 24 to 22
        Mar 19, 2021 to Mar 29, 2022
      • Private funds · 10 to 6
        Mar 19, 2021 to Mar 29, 2022
      • Discretionary RAUM · $574M to $580M
        Mar 19, 2021 to Mar 29, 2022
      • Pooled vehicle RAUM · $574M to $580M
        Mar 19, 2021 to Mar 29, 2022
      • RAUM · $574M to $580M
        Mar 19, 2021 to Mar 29, 2022
      • Advisory employees · 8 to 9
        Mar 26, 2020 to Mar 19, 2021
      • Employees · 26 to 24
        Mar 26, 2020 to Mar 19, 2021
      • Other offices · 2 to 1
        Mar 26, 2020 to Mar 19, 2021
      • Discretionary RAUM · $632M to $574M
        Mar 26, 2020 to Mar 19, 2021
      • Pooled vehicle RAUM · $632M to $574M
        Mar 26, 2020 to Mar 19, 2021
      • RAUM · $632M to $574M
        Mar 26, 2020 to Mar 19, 2021
      Signals
      7 dated events
      • Joan Catherine Pollard (Chief Financial Officer) no longer on Schedule A of T•• G•••• G••••• L•• (listed 2024-03-21, absent 2024-07-16)
        Jul 16, 2024 · Control person left · inference
      • T•• G•••• G••••• L•• reported RAUM $311.0M, down 29% from $436.0M (2023-12-14 to 2024-03-21)
        Mar 21, 2024 · RAUM change · derived
      • Ray Amanda Calender (Senior Vice President/Chief Compliance Officer) no longer on Schedule A of T•• G•••• G••••• L•• (listed 2023-03-30, absent 2023-12-14)
        Dec 14, 2023 · Control person left · inference
      • Ray Amanda Calender (Senior Vice President/Chief Compliance Officer) appeared on Schedule A of T•• G•••• G••••• L••
        Nov 21, 2022 · Control person joined · fact
      • T•• G•••• G••••• L•• reported RAUM $632.1M, down 28% from $882.2M (2019-03-25 to 2020-03-26)
        Mar 26, 2020 · RAUM change · derived
      • Craig Steven Yager (Senior Managing Director) no longer on Schedule A of T•• G•••• G••••• L•• (listed 2019-03-25, absent 2020-03-26)
        Mar 26, 2020 · Control person left · inference
      • T•• G•••• G••••• L•• reported RAUM $882.2M, down 38% from $1.4B (2018-03-27 to 2019-03-25)
        Mar 25, 2019 · 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/the-gores-groupreportedpublic record, Form ADV, Sep 18, 2026
      Website
      H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      310-209-3010reportedpublic 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