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

Gi Partners

Other adviserScottsdale, ArizonaCRD 161573SEC 801-73556websiteIAPD
Legal name Gi Manager L.P.
Latest filing Mar 30, 2026
First filing on the tape Feb 13, 2012 · 29 filings
SEC status approved since Mar 30, 2012
RAUM
$36B
reported, Item 5.F
Discretionary
58%
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
160
85 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
28
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$36B as of Mar 30, 2026
Apr 1, 2013$8.7B then
HNW client RAUM$0 as of Mar 30, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Apr 1, 20130 then
Employees (5.A)160 as of Mar 30, 2026
Apr 1, 201344 then
Private funds28 as of Mar 30, 2026
Apr 1, 20139 then
RAUM +5.1% over the last fiscal year+4.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
$1.2BderivedRAUM over accounts (5.F.2.f)
Discretionary
58%derivedof RAUM
Institutional
42%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived7 offices incl. principal (1.F.5)
RAUM growth, one year
+5.1%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
yesreportedItem 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 testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$21B58%
  • State and municipal entities$15B42%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
29reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.58 institutional_share=0.42 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
      34 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Caleast Solstice, LLCReal Estate Fund$16B1Feb 13, 2012
      Csjv L/Cal LLCno longer reportedReal Estate Fund$2.4B2Apr 1, 2013
      Gi Partners Fund Vi-A LPPrivate Equity Fund$2.3B52Mar 31, 2021
      Gi Partners Ets Fund LPReal Estate Fund$2.3B24Mar 31, 2021
      Gi Partners Fund V LPPrivate Equity Fund$2.2B30Mar 30, 2018
      Gi Partners Fund Vi LPPrivate Equity Fund$2.1B20Mar 31, 2021
      Gi Partners Fund V-A LPPrivate Equity Fund$1.5B27Mar 30, 2018
      Gi Data Infrastructure Fund-A LPPrivate Equity Fund$1.5B54Mar 30, 2020
      Gi Partners Fund IV L.P.Private Equity Fund$1.3B21Mar 31, 2014
      Gi Partners Fund IV-B L.P.Private Equity Fund$941M16Mar 31, 2014
      Gi Data Infrastructure Fund LPPrivate Equity Fund$797M10Mar 30, 2020
      Gi Data Infrastructure Fund II-A LPPrivate Equity Fund$553M28Mar 29, 2024
      Gi Data Infrastructure Fund II LPPrivate Equity Fund$442M12Mar 29, 2024
      Gi Mint Holdings-A LPPrivate Equity Fund$354M17Mar 31, 2021
      Caleast Industrial Investors, LLCno longer reportedPrivate Equity Fund$267M2Feb 13, 2012
      Gi Mint Holdings LPPrivate Equity Fund$265M7Mar 31, 2021
      Gi Partners Fund IV-A L.P.no longer reportedPrivate Equity Fund$251M2Mar 31, 2014
      Data Infrastructure Opportunities Fund LPPrivate Equity Fund$186M2Mar 30, 2020
      Bay Opportunities L.P.Private Equity Fund$129M2Mar 30, 2016
      Bay Opportunities Vi LPPrivate Equity Fund$105M2Mar 31, 2021
      Gi-Mw Co-Investment Fund LPPrivate Equity Fund$104M2Mar 30, 2020
      Bay Opportunities II LPPrivate Equity Fund$100M2Mar 30, 2018
      Gi Partners Ets Elk Grove Co-Invest LPReal Estate Fund$97.2M3Mar 29, 2024
      Data Infrastructure Opportunities Fund II LPPrivate Equity Fund$75.5M2Mar 29, 2024
      Gi Ets Executive Feeder LPReal Estate Fund$36.8M29Mar 31, 2021
      Gi Partners Fund III L.P.no longer reportedPrivate Equity Fund$32.9M15Feb 13, 2012
      Gi Partners Executive Fund V LPPrivate Equity Fund$28.8M43Mar 29, 2019
      Caleast Canada Limited Partnershipno longer reportedReal Estate Fund$24.1M2Feb 13, 2012
      Gi Partners Executive Fund Vi LPPrivate Equity Fund$22.0M85Mar 31, 2022
      Gi Partners Fund II L.P.no longer reportedPrivate Equity Fund$15.6M10Feb 13, 2012
      Gi Partners Fund III-B L.P.no longer reportedPrivate Equity Fund$9.7M6Feb 13, 2012
      Gi Data Infrastructure Executive Fund LPPrivate Equity Fund$6.0M37Mar 31, 2021
      Gi Partners Side Fund II L.P.no longer reportedPrivate Equity Fund$2.3M8Feb 13, 2012
      Gi Partners Fund III-A L.P.no longer reportedPrivate Equity Fund$6,1385Feb 13, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • Allen Richard Magnuson · Executive Managing Directorcontrol
        since 09/2005 · owns less than 5%
      • Allen Richard Magnuson · Trusteecontrol
        since 07/2005 · owns F of Magnuson Living Trust
      • Giles Matthew Barker · Managing Director
        since 11/2022 · owns less than 5%
      • Hoon Sung Cho · Managing Director
        since 12/2007 · owns less than 5%
      • Richard David Kreter · Managing Director
        since 02/2018 · owns less than 5%
      • P Tony Lin · Managing Director
        since 01/2020 · owns less than 5%
      • Ryan Travis Pearson · Managing Director
        since 05/2014 · owns less than 5%
      • D Mark Prybutok · Managing Director
        since 07/2018 · owns less than 5%
      • George Jr. Psaras · Real Estate Cfo
        since 02/2018 · owns less than 5%
      • Sendil Rajendran · Managing Director
        since 01/2022 · owns less than 5%
      • Kenneth John Saer · Managing Director
        since 12/2010 · owns less than 5%
      • Patrick Brendan Scollans · Managing Director
        since 03/2021 · owns less than 5%
      • Jefferson Sheu · Managing Director
        since 02/2019 · owns less than 5%
      • Anthony David Smolen · Managing Director, Chief Compliance Officer
        since 03/2014 · owns less than 5%
      • Victor Jerome Stapp · Managing Director
        since 01/2024 · owns less than 5%
      • R Sean Turner · Managing Director
        since 01/2023 · owns less than 5%
      • Achi Yaffe · Managing Director
        since 01/2020 · owns less than 5%
      • Philip Yau · Managing Director
        since 06/2017 · owns less than 5%
      • Michael Adam Yee · Chief Financial Officer
        since 10/2021 · owns less than 5%
      Entity owners
      • Gi Manager Holdings LLC · General Partner Of Gi Manager L.P.
        direct · owns less than 5%
      • Gi Partners Holdings LP · Limited Partner Of Gi Manager L.P.
        direct · owns 75% or more
      • Gi Manager Feederco Holdings LLC · General Partner
        indirect · owns F of Gi Partners Feeder LP
      • Gi Manager LLC · Managing Member
        indirect · owns 75% or more of Gi Manager Holdings LLC
      • Gi Manager LLC · Managing Member
        indirect · owns 75% or more of Gi Manager Feederco Holdings LLC
      • Gi Manager LLC · Managing Member
        indirect · owns 75% or more of Gi Manager Topco Holdings LLC
      • Gi Manager Topco Holdings LLC · General Partner
        indirect · owns F of Gi Partners Holdings LP
      • Gi Partners Feeder LP · Limited Partner
        indirect · owns 75% or more of Gi Partners Holdings LP
      • Magnuson Living Trust · Managing Member
        indirect · owns 75% or more of Gi Manager LLC
      • Magnuson Living Trust · Limited Partner
        indirect · owns 50% to 75% of Gi Partners Feeder LP
      Related persons
      Schedule D 7.A
      • Gi Gp Di II LLC
        investment adviserbankpooled vehicle sponsory
      • Gi Gp Di II LP
        investment adviserpooled vehicle sponsory
      • Gi Gp Di LLC
        investment adviserbankpooled vehicle sponsory
      • Gi Gp Di LP
        investment adviserpooled vehicle sponsory
      • Gi Gp Ets LP
        investment adviserbankpooled vehicle sponsory
      • Gi Gp IV L.P.
        investment adviserbankpooled vehicle sponsory
      • Gi Gp IV LLC
        investment adviserpooled vehicle sponsory
      • Gi Gp Mint LP
        investment adviserbankpooled vehicle sponsory
      • Gi Gp V LLC
        investment adviserbankpooled vehicle sponsory
      • Gi Gp V LP
        investment adviserpooled vehicle sponsory
      • Gi Gp Vi LLC
        investment adviserpooled vehicle sponsory
      • Gi Gp Vi LP
        investment adviserbankpooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      • San Francisco, CA41 employees
      • New York, NY22 employees
      • Chicago, IL3 employees
      • Greenwich, CT3 employees
      • London, United Kingdom3 employees
      • Dallas, TX2 employees
      What changed
      consecutive filings, newest first
      • Accounts · 26 to 29
        Feb 2, 2026 to Mar 30, 2026
      • Advisory employees · 81 to 85
        Feb 2, 2026 to Mar 30, 2026
      • Pooled vehicle clients · 25 to 28
        Feb 2, 2026 to Mar 30, 2026
      • Employees · 154 to 160
        Feb 2, 2026 to Mar 30, 2026
      • Private funds · 25 to 28
        Feb 2, 2026 to Mar 30, 2026
      • Discretionary RAUM · $19B to $21B
        Feb 2, 2026 to Mar 30, 2026
      • Non-discretionary RAUM · $15B to $15B
        Feb 2, 2026 to Mar 30, 2026
      • Pooled vehicle RAUM · $19B to $21B
        Feb 2, 2026 to Mar 30, 2026
      • RAUM · $34B to $36B
        Feb 2, 2026 to Mar 30, 2026
      • Accounts · 25 to 26
        Apr 29, 2024 to Mar 28, 2025
      • Advisory employees · 83 to 81
        Apr 29, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 24 to 25
        Apr 29, 2024 to Mar 28, 2025
      • Employees · 152 to 154
        Apr 29, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        Apr 29, 2024 to Mar 28, 2025
      • Private funds · 24 to 25
        Apr 29, 2024 to Mar 28, 2025
      • Discretionary RAUM · $17B to $19B
        Apr 29, 2024 to Mar 28, 2025
      • Non-discretionary RAUM · $15B to $15B
        Apr 29, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $17B to $19B
        Apr 29, 2024 to Mar 28, 2025
      • RAUM · $33B to $34B
        Apr 29, 2024 to Mar 28, 2025
      • Accounts · 21 to 25
        Mar 31, 2023 to Mar 29, 2024
      • Advisory employees · 84 to 83
        Mar 31, 2023 to Mar 29, 2024
      • Pooled vehicle clients · 21 to 24
        Mar 31, 2023 to Mar 29, 2024
      • Employees · 150 to 152
        Mar 31, 2023 to Mar 29, 2024
      • Private funds · 21 to 24
        Mar 31, 2023 to Mar 29, 2024
      • Discretionary RAUM · $31B to $17B
        Mar 31, 2023 to Mar 29, 2024
      • Non-discretionary RAUM · $0 to $15B
        Mar 31, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $31B to $17B
        Mar 31, 2023 to Mar 29, 2024
      • RAUM · $31B to $33B
        Mar 31, 2023 to Mar 29, 2024
      • Accounts · 25 to 21
        Mar 31, 2022 to Mar 31, 2023
      • Advisory employees · 73 to 84
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 25 to 21
        Mar 31, 2022 to Mar 31, 2023
      • Assets in custody · $12B to $0
        Mar 31, 2022 to Mar 31, 2023
      • Employees · 122 to 150
        Mar 31, 2022 to Mar 31, 2023
      • Other offices · 4 to 6
        Mar 31, 2022 to Mar 31, 2023
      • Private funds · 25 to 21
        Mar 31, 2022 to Mar 31, 2023
      • Discretionary RAUM · $29B to $31B
        Mar 31, 2022 to Mar 31, 2023
      • Non-discretionary RAUM · $2.4B to $0
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $31B to $31B
        Mar 31, 2022 to Mar 31, 2023
      • RAUM · $31B to $31B
        Mar 31, 2022 to Mar 31, 2023
      • Accounts · 24 to 25
        Nov 8, 2021 to Mar 31, 2022
      Signals
      4 dated events
      • Gi Partners reported RAUM $25.0B, up 28% from $19.6B (2020-03-31 to 2021-03-31)
        Mar 31, 2021 · RAUM change · derived
      • Gi Partners reported RAUM $19.6B, up 28% from $15.3B (2019-03-29 to 2020-03-30)
        Mar 30, 2020 · RAUM change · derived
      • Sachi Blue-Smith (Chief Human Resource Officer) appeared on Schedule A of Gi Partners
        Mar 29, 2019 · Control person joined · fact
      • Gi Partners reported RAUM $14.7B, up 37% from $10.7B (2017-04-24 to 2018-03-30)
        Mar 30, 2018 · RAUM change · derived
      Across DFX
      shared identifiers only, never a name match
      • Gi Partners · Independent Sponsors
        shared crd · capital_provider
      • GI Partners · Private Equity
        shared crd · organization
      How to reach
      public business contact points only, each with its source
      Firm profile
      LINKEDIN.COM/COMPANY/GI-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
      Website
      GIPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      623-887-4320reportedpublic record, Form ADV, Mar 30, 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
      Other adviserderiveda 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

      Gi Partners 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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