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SEC-registered adviser

G••••••••• P••••••• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Dallas, TexasCRD 160830SEC 801-74396IAPD

Latest filing Mar 27, 2026

First filing on the tape Feb 22, 2012 · 21 filings

SEC status approved since Mar 29, 2012

RAUM

$1.5B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$770M

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

21 filings and snapshots on the tape

RAUM$1.5B as of Mar 27, 2026

Feb 22, 2013$242M then

HNW client RAUM: no history

State-registered IARs (5.B.3)1 as of Mar 27, 2026

Feb 22, 20130 then

Employees (5.A)4 as of Mar 27, 2026

Feb 22, 20133 then

Private funds1 as of Mar 27, 2026

Feb 22, 20131 then

RAUM +11% over the last fiscal year+30% a year over threeIARs 1 to 1

Practice profile

derived from the filing of Mar 27, 2026; every figure names its basis

RAUM per advisor: $770MderivedRAUM 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: $1.5BderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.0derivedItem 5.A over advisors
Advisors per office: 2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +11%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: performance-based, otherreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Custody: $1.5B, 1 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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$1.5B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $1.5B for 1 clientsreported
Compensation: 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

2 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
F•••••••• E•••• R•••	Dallas, Tx	Jun 21, 2012	47 y	0
G•••••• R••• B•••••••	Dallas, Tx	Feb 20, 2018	17 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
G••••••••• P•••••••• L•••	Hedge Fund	$1.0B	90	Feb 22, 2012

Owners and control persons

Schedule A and B, latest filing

B•••••••• G••••••• R••• · Managing Membercontrol
since 02/2024 · owns less than 5%
K•••••• H••••••• R• · Chief Compliance Officercontrol
since 06/2014 · owns less than 5%
R•••• F••••••••• E•••• · Chairmancontrol
since 09/2011 · owns 75% or more
R•••• F••••••••• E•••• · Trusteecontrol
since 02/2024 · owns F of R••• M••••••••• T••••

Entity owners

R••• M••••••••• T•••• · Member
direct · owns 75% or more

Related persons

Schedule D 7.A

G•• C•••••• M••••••••• L••
investment advisernRAUM $5.1M
G••••••••• P••••••• G•• L•
pooled vehicle sponsorn

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Dallas, Tx · principal	2	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Assets in custody · $1.4B to $1.5B
Mar 28, 2025 to Mar 27, 2026
Employees · 3 to 4
Mar 28, 2025 to Mar 27, 2026
Discretionary RAUM · $1.4B to $1.5B
Mar 28, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $1.4B to $1.5B
Mar 28, 2025 to Mar 27, 2026
RAUM · $1.4B to $1.5B
Mar 28, 2025 to Mar 27, 2026
Advisory employees · 3 to 2
Feb 22, 2024 to Mar 28, 2025
Assets in custody · $1.0B to $1.4B
Feb 22, 2024 to Mar 28, 2025
Employees · 4 to 3
Feb 22, 2024 to Mar 28, 2025
Financial planning clients · unset to
Feb 22, 2024 to Mar 28, 2025
Discretionary RAUM · $1.0B to $1.4B
Feb 22, 2024 to Mar 28, 2025
Pooled vehicle RAUM · $1.0B to $1.4B
Feb 22, 2024 to Mar 28, 2025
RAUM · $1.0B to $1.4B
Feb 22, 2024 to Mar 28, 2025
Assets in custody · $694M to $1.0B
Mar 30, 2023 to Feb 22, 2024
Insurance-licensed employees · 0 to 1
Mar 30, 2023 to Feb 22, 2024
Discretionary RAUM · $694M to $1.0B
Mar 30, 2023 to Feb 22, 2024
Pooled vehicle RAUM · $694M to $1.0B
Mar 30, 2023 to Feb 22, 2024
RAUM · $694M to $1.0B
Mar 30, 2023 to Feb 22, 2024
Related adviser · false to true
Mar 30, 2023 to Feb 22, 2024
Assets in custody · $1.2B to $694M
Mar 30, 2022 to Mar 30, 2023
Discretionary RAUM · $1.2B to $694M
Mar 30, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $1.2B to $694M
Mar 30, 2022 to Mar 30, 2023
RAUM · $1.2B to $694M
Mar 30, 2022 to Mar 30, 2023
Assets in custody · $978M to $1.2B
Mar 29, 2021 to Mar 30, 2022
Discretionary RAUM · $978M to $1.2B
Mar 29, 2021 to Mar 30, 2022
Pooled vehicle RAUM · $978M to $1.2B
Mar 29, 2021 to Mar 30, 2022
RAUM · $978M to $1.2B
Mar 29, 2021 to Mar 30, 2022
Assets in custody · $665M to $978M
Mar 30, 2020 to Mar 29, 2021
Discretionary RAUM · $665M to $978M
Mar 30, 2020 to Mar 29, 2021
Pooled vehicle RAUM · $665M to $978M
Mar 30, 2020 to Mar 29, 2021
RAUM · $665M to $978M
Mar 30, 2020 to Mar 29, 2021
Assets in custody · $512M to $665M
Mar 29, 2019 to Mar 30, 2020
Discretionary RAUM · $512M to $665M
Mar 29, 2019 to Mar 30, 2020
Pooled vehicle RAUM · $512M to $665M
Mar 29, 2019 to Mar 30, 2020
RAUM · $512M to $665M
Mar 29, 2019 to Mar 30, 2020
Assets in custody · $567M to $512M
Mar 28, 2018 to Mar 29, 2019
Discretionary RAUM · $567M to $512M
Mar 28, 2018 to Mar 29, 2019
Pooled vehicle RAUM · $567M to $512M
Mar 28, 2018 to Mar 29, 2019
RAUM · $567M to $512M
Mar 28, 2018 to Mar 29, 2019
Pooled vehicle clients · unset to 1.0
Mar 28, 2017 to Mar 28, 2018
Assets in custody · $409M to $567M
Mar 28, 2017 to Mar 28, 2018

Signals

7 dated events

G••••••••• P••••••• C•••••• M••••••••• L•• reported RAUM $1.4B, up 35% from $1.0B (2024-02-22 to 2025-03-28)
Mar 28, 2025 · RAUM change · derived
G••••••••• P••••••• C•••••• M••••••••• L•• reported RAUM $1.0B, up 49% from $694.5M (2023-03-30 to 2024-02-22)
Feb 22, 2024 · RAUM change · derived
Rowe Ginette Beecherl (Managing Member) appeared on Schedule A of G••••••••• P••••••• C•••••• M••••••••• L••
Feb 22, 2024 · Control person joined · fact
G••••••••• P••••••• C•••••• M••••••••• L•• reported RAUM $694.5M, down 42% from $1.2B (2022-03-30 to 2023-03-30)
Mar 30, 2023 · RAUM change · derived
G••••••••• P••••••• C•••••• M••••••••• L•• reported RAUM $977.9M, up 47% from $664.5M (2020-03-30 to 2021-03-29)
Mar 29, 2021 · RAUM change · derived
G••••••••• P••••••• C•••••• M••••••••• L•• reported RAUM $664.5M, up 30% from $512.1M (2019-03-29 to 2020-03-30)
Mar 30, 2020 · RAUM change · derived
G••••••••• P••••••• C•••••• M••••••••• L•• reported RAUM $567.0M, up 39% from $409.0M (2017-03-28 to 2018-03-28)
Mar 28, 2018 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Principal office phone: 214-720-2060reportedpublic 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: $770Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026