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••••••• I••••••••• G••••• L••
Latest filing Jun 26, 2026
First filing on the tape Oct 24, 2013 · 41 filings
SEC status approved since Nov 20, 2013
RAUM
$36B
reported, Item 5.F
Discretionary
85%
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
588
588 advisory (5.B.1)
Offices
35
beyond the principal office
Private funds
51
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$36B as of Jun 26, 2026
Mar 31, 2014$2.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 31, 20140 then
Employees (5.A)588 as of Jun 26, 2026
Mar 31, 2014135 then
Private funds51 as of Jun 26, 2026
Mar 31, 20171 then
RAUM n/a over the last fiscal year+11% a year over three
Practice profile
derived from the filing of Jun 26, 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
- $521MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 85%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived36 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $89.8M, 13 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)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$36B100%
- Insurance companies$119M0.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 70reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $89.8M for 13 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=18.0derived
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
37 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••••• S•••••• H•••••• G••••• A•• I••••• T•••• | Real Estate Fund | $4.9B | 14 | Mar 28, 2024 |
| G••••••• E••••• P••••••• E••••• F••• I• S••• | Real Estate Fund | $3.3B | 14 | Mar 28, 2024 |
| G••••••• S•••••• H•••••• G••••• A•• I••••• F•••• L• | Real Estate Fund | $1.9B | 13 | Mar 28, 2024 |
| G••••••• G••••• A•• I••••• F•••• L•no longer reported | Hedge Fund | $1.6B | 4 | Aug 9, 2017 |
| G••••••• E••••• P••••••• X•• L• | Real Estate Fund | $1.3B | 19 | Mar 31, 2023 |
| G••••••• E••••• P••••••• A••• P•••••• F••• I• S••• | Real Estate Fund | $870M | 8 | Mar 31, 2023 |
| G••••••• G••••• S•••••••• P••••••• I• •• N••••••••• L• | Real Estate Fund | $716M | 3 | Mar 30, 2021 |
| G••••••• L••• O••••••••• F••• I• L• | Real Estate Fund | $644M | 6 | Mar 31, 2023 |
| G••••••• C••••• P••••••• I••• L• | Real Estate Fund | $634M | 2 | Mar 31, 2023 |
| G••••••• C••••• P••••••• I•• L• | Real Estate Fund | $588M | 2 | Mar 28, 2024 |
| G••••••• G••••• S•••••••• P••••••• I• ••••••••• L• | Real Estate Fund | $458M | 3 | Mar 30, 2021 |
| G••••••••• R••••• F••• V•• L• | Real Estate Fund | $319M | 55 | Mar 31, 2023 |
| G••••••• G••••• S•••••••• P••••••• I• •• R••• S••••••• L• | Real Estate Fund | $269M | 5 | Mar 30, 2021 |
| G••••••• L•••••••• C••••••••• P••••••• I• A•• L• | Real Estate Fund | $228M | 3 | Mar 31, 2023 |
| G••••••• G••••• S•••••••• P••••••• I• •• R••• A••••••• L• | Real Estate Fund | $186M | 5 | Mar 30, 2021 |
| G••••••• L•••••••• C••••••••• P••••••• I• L• | Real Estate Fund | $61.0M | 3 | Mar 31, 2023 |
| G•• K••• C••••••••• L• | Real Estate Fund | $17.1M | 2 | Mar 28, 2024 |
| G••• C••••••••• I• L•• | Real Estate Fund | $11.4M | 6 | Mar 30, 2021 |
| G••••••••• R••••• F••• V• I••••••••• L•• | Real Estate Fund | $8.3M | 25 | Mar 31, 2022 |
| G••••••• 2••• I••••••••• L•• | Real Estate Fund | $8.0M | 35 | Mar 31, 2017 |
| G••••••• 2••• I••••••••• L•• | Real Estate Fund | $7.1M | 48 | Mar 29, 2019 |
| G•• X• I••••••••• L•• | Real Estate Fund | $6.6M | 68 | Mar 31, 2023 |
| G••• E••••••• I•••••••• I• L•• | Real Estate Fund | $6.5M | 44 | Mar 31, 2023 |
| G••••••• P•••••••• I•••••••• I•• L•• | Real Estate Fund | $5.6M | 3 | Mar 30, 2020 |
| L••••••• 2•• E••••••• I••••••••• L•• | Private Equity Fund | $4.7M | 15 | Mar 30, 2020 |
| G••••••• 2••• I••••••••• L•• | Real Estate Fund | $4.2M | 65 | Mar 31, 2022 |
| G••••••• 2••• I••••••••• L•• | Real Estate Fund | $4.1M | 56 | Mar 30, 2021 |
| G••••••• 2••• I••••••••• L•• | Real Estate Fund | $4.0M | 58 | Mar 30, 2021 |
| G•• R••••••••• P••••••••• L•no longer reported | Real Estate Fund | $3.3M | 6 | Mar 30, 2020 |
| G•• X• E••••••• I••••••••• L•• | Real Estate Fund | $3.1M | 23 | Mar 30, 2020 |
| G••••••• 2••• I••••••••• L•• | Real Estate Fund | $2.5M | 40 | Mar 28, 2024 |
| G• B••• C••••••••• L•• | Private Equity Fund | $2.3M | 30 | Mar 28, 2024 |
| G••••••• S•••••• H•••••• G••••• A•• I••••• E••••••• I••••••••• L•• | Real Estate Fund | $1.8M | 8 | Mar 30, 2020 |
| G••••••• C••••••••• 8• L•• | Real Estate Fund | $1.2M | 6 | Mar 30, 2020 |
| G• P••••••• C••••••••• I• L•• | Private Equity Fund | $1.0M | 11 | Mar 31, 2023 |
| G•• I• I••••••••• L•• | Real Estate Fund | $524,856 | 13 | Mar 30, 2020 |
| G••••••• E••••• P••••••• X• ••••• L• | Real Estate Fund | $9,301 | 1 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• A•••• J••••• · Executive D•••••Or And Vice Presidentcontrolsince 07/2008 · owns less than 5%
- F••••• R•••••• A••• · Chairman, Chief Executive Officer And Presidentcontrolsince 06/2002 · owns less than 5%
- F•••••• W•••••• H••••••• · Executive Managing D•••••Or And Vice Presidentcontrolsince 11/2012 · owns less than 5%
- H•••••• K••••• M••••••••• · Managing D•••••Or And Vice Presidentcontrolsince 02/2023 · owns less than 5%
- K••••••• K••••• A•••• · Executive D•••••Orcontrolsince 03/2017 · owns less than 5%
- M••••••••• C••••••••• J•• · Senior Managing D•••••Orcontrolsince 05/2017 · owns less than 5%
- M•••••• W••••••• C••••••• · Executive Managing D•••••Or And Vice Presidentcontrolsince 06/2002 · owns less than 5%
- R•••••• J••••• D•••• · Executive Managing D•••••Or And Vice Presidentcontrolsince 06/2002 · owns less than 5%
- F••••• R•••••• A••• · Managercontrolsince 06/2001 · owns F of G••••••• R••• E••••• P•••••••• L••
- F••••• R•••••• A••• · Sole Membercontrolsince 06/2012 · owns 75% or more of R•• H•••••••• L••
- F••••• R•••••• A••• · Trusteecontrolsince 03/2017 · owns F of R••••• A• F•••• R•••••••• T••••
- D•••• A••••••• W•••• · Executive D•••••Orsince 06/2021 · owns less than 5%
- H••••• M•••• M•••••• · Executive D•••••Orsince 06/2021 · owns less than 5%
- M•••••••• J••••••••• A••• · Senior Managing D•••••Or, Investment Legal & Compliance, And Chief Compliance Officersince 03/2021 · owns less than 5%
Entity owners
- G••••••• R••• E••••• P•••••••• L•• · Sole Member Of G••••••• I••••••••• G••••• L••direct · owns 75% or more
- F•••• F••••• H•••••••• L• · Class A Memberindirect · owns 75% or more of F•••• H••••••• •••• O••••••••• L••
- F•••• H••••••• •••• O••••••••• L•• · Ownerindirect · owns 75% or more of G••••••• R••• E••••• P•••••••• L••
- R•• H•••••••• L•• · General Partnerindirect · owns F of F•••• F••••• H•••••••• L•
- R••••• A• F•••• R•••••••• T•••• · Ownerindirect · owns 75% or more of F•••• F••••• H•••••••• L•
Related persons
Schedule D 7.A
- C•• I•••••••• A•••••• L••real estaten
- G•• K••• C••••••••• G•• L••pooled vehicle sponsory
- G••• I• G•• L••pooled vehicle sponsory
- G••••••• C•••• M••••••••• V•••••• G• I• L••pooled vehicle sponsory
- G••••••• C••••• P••••••• G• I•• L••pooled vehicle sponsory
- G••••••• C••••• P••••••• G• I••• L••pooled vehicle sponsory
- G••••••• E••••• P••••••• A••• P•••••• I• G• S••••••pooled vehicle sponsory
- G••••••• E••••• P••••••• E••••• I• G• S•••••pooled vehicle sponsory
- G••••••• E•••••••• H•••••• G• I• L••pooled vehicle sponsory
- G••••••• G••••• S•••••••• P••••••• G• I• L••pooled vehicle sponsory
- G••••••• G••••• A•• I••••• G•• L••pooled vehicle sponsory
- G••••••• J•••• C••• P••• V•••••• G• I• P••• L•••pooled vehicle sponsory
- G••••••• J•••• M••••••••• V•••••• G• I• P••• L•••pooled vehicle sponsory
- G••••••• L•••••••• C••••••••• P••••••• G• I• L••pooled vehicle sponsory
- G••••••• M••••••••• G• I•• L••pooled vehicle sponsory
- G••••••• M••••••••• G• V•••• L••pooled vehicle sponsory
- G••••••• M••••••••• G• X• L••pooled vehicle sponsory
- G••••••• M••••••••• G• X•• L••pooled vehicle sponsory
- G••••••• R••• E••••• P•••••••• L••pooled vehicle sponsory
- G••••••• R•••••• G•• L••pooled vehicle sponsory
- G••••••• S•••••• H•••••• G••••• A•• I••••• G•• L••pooled vehicle sponsory
- G••••••••• R••••• F••• V• G•• L••pooled vehicle sponsory
- G• G• I• G•• L••pooled vehicle sponsory
- G• G• I• G•• L••pooled vehicle sponsory
- G••••••• D••••• I•••••••• C•••••• L••••••real estaten
- T•••••••• P•••••••investment adviserpooled vehicle sponsornRAUM $489M
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom53 employees
- Sydney Nsw, Australia34 employees
- Newport Beach, CA23 employees
- Dallas, TX22 employees
- New York, NY19 employees
- The Hague, Netherlands17 employees
- Las Condes, Chile10 employees
- Capitagreen, Singapore7 employees
- Tokyo, Japan6 employees
What changed
consecutive filings, newest first
- Accounts · 68 to 70Sep 5, 2025 to Mar 27, 2026
- Advisory employees · 551 to 588Sep 5, 2025 to Mar 27, 2026
- Pooled vehicle clients · 67 to 69Sep 5, 2025 to Mar 27, 2026
- Assets in custody · $103M to $89.8MSep 5, 2025 to Mar 27, 2026
- Employees · 551 to 588Sep 5, 2025 to Mar 27, 2026
- Other offices · 34 to 35Sep 5, 2025 to Mar 27, 2026
- Private funds · 44 to 51Sep 5, 2025 to Mar 27, 2026
- Discretionary RAUM · $27B to $31BSep 5, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $3.7B to $5.5BSep 5, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $31B to $36BSep 5, 2025 to Mar 27, 2026
- RAUM · $31B to $36BSep 5, 2025 to Mar 27, 2026
- Private funds · 43 to 44Aug 29, 2025 to Sep 5, 2025
- Financial planning clients · unset to May 1, 2025 to Jul 10, 2025
- Accounts · 61 to 68Nov 8, 2024 to May 1, 2025
- Advisory employees · 369 to 551Nov 8, 2024 to May 1, 2025
- BD registered reps · 15 to 18Nov 8, 2024 to May 1, 2025
- Pooled vehicle clients · 60 to 67Nov 8, 2024 to May 1, 2025
- Assets in custody · $128M to $103MNov 8, 2024 to May 1, 2025
- Employees · 510 to 551Nov 8, 2024 to May 1, 2025
- Other offices · 9 to 34Nov 8, 2024 to May 1, 2025
- Private funds · 35 to 43Nov 8, 2024 to May 1, 2025
- Discretionary RAUM · $24B to $27BNov 8, 2024 to May 1, 2025
- Non-discretionary RAUM · $4.4B to $3.7BNov 8, 2024 to May 1, 2025
- Pooled vehicle RAUM · $28B to $31BNov 8, 2024 to May 1, 2025
- RAUM · $28B to $31BNov 8, 2024 to May 1, 2025
- Accounts · 59 to 61Aug 4, 2023 to Mar 28, 2024
- Advisory employees · 229 to 369Aug 4, 2023 to Mar 28, 2024
- BD registered reps · 0 to 15Aug 4, 2023 to Mar 28, 2024
- Pooled vehicle clients · 58 to 60Aug 4, 2023 to Mar 28, 2024
- Assets in custody · $4.9B to $128MAug 4, 2023 to Mar 28, 2024
- Employees · 368 to 510Aug 4, 2023 to Mar 28, 2024
- Private funds · 28 to 35Aug 4, 2023 to Mar 28, 2024
- Discretionary RAUM · $22B to $24BAug 4, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $4.6B to $4.4BAug 4, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $26B to $28BAug 4, 2023 to Mar 28, 2024
- RAUM · $27B to $28BAug 4, 2023 to Mar 28, 2024
- Accounts · 50 to 59Nov 18, 2022 to Mar 31, 2023
- Advisory employees · 160 to 229Nov 18, 2022 to Mar 31, 2023
- Pooled vehicle clients · 49 to 58Nov 18, 2022 to Mar 31, 2023
- Assets in custody · $2.5B to $4.9BNov 18, 2022 to Mar 31, 2023
Signals
12 dated events
- G••••••• I••••••••• G••••• L•• reported 34 offices beyond its principal office, up from 9 (2024-11-08 to 2025-05-01)May 1, 2025 · Office count change · derived
- M••••••••• K•••• H••••• (Managing Director And Vice President) appeared on Schedule A of G••••••• I••••••••• G••••• L••Mar 28, 2024 · Control person joined · fact
- G••••••• I••••••••• G••••• L•• reported RAUM $26.6B, up 30% from $20.5B (2022-11-18 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- G••••••• I••••••••• G••••• L•• reported RAUM $19.0B, up 29% from $14.7B (2020-07-24 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- A••• Jennifer Cobb (Chief Compliance Officer, Managing Director And Vice President) no longer on Schedule A of G••••••• I••••••••• G••••• L•• (listed 2020-07-24, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Joshua Alan Carper (Executive Director And Vice President) appeared on Schedule A of G••••••• I••••••••• G••••• L••Mar 29, 2019 · Control person joined · fact
- G••••••• I••••••••• G••••• L•• reported RAUM $14.6B, up 43% from $10.2B (2019-02-20 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- A•••• K•••• K•••••• (Executive Director) appeared on Schedule A of G••••••• I••••••••• G••••• L••Mar 29, 2019 · Control person joined · fact
- Jon Christopher Macnaughton (Senior Managing Director) appeared on Schedule A of G••••••• I••••••••• G••••• L••Mar 29, 2019 · Control person joined · fact
- Hamilton Wesley Fuller (Executive Managing Director And Vice President) appeared on Schedule A of G••••••• I••••••••• G••••• L••Mar 29, 2019 · Control person joined · fact
- G••••••• I••••••••• G••••• L•• reported RAUM $10.2B, up 149% from $4.1B (2017-08-09 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- G••••••• I••••••••• G••••• L•• filed its initial SEC registration (Form ADV)Oct 24, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••••••• I••••••••• G••••• L•• · Independent Sponsorsshared crd · capital_provider
- G••••••• I••••••••• G••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/greystarreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/greystar-europereportedpublic record, Form ADV, Sep 18, 2026
- Website
- g•••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 843-579-9400reportedpublic record, Form ADV, Jun 26, 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
Across the graphs
G••••••• I••••••••• G••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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