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•••••••• G••••• E••••• M••••••••• C••••••• L•••
Latest filing Mar 27, 2026
First filing on the tape Mar 16, 2012 · 13 filings
SEC status approved since Jul 29, 2020
RAUM
$1.7B
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
23
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$1.7B as of Mar 27, 2026
Mar 24, 2021$2.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 24, 20210 then
Employees (5.A)23 as of Mar 27, 2026
Mar 24, 202122 then
Private funds5 as of Mar 27, 2026
Mar 24, 20215 then
RAUM +12% over the last fiscal year+7.1% 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
- $344MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%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
- 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$1.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| N•••• B••••• G••••• E••••• I•• L••• | Private Equity Fund | $980M | 65 | Mar 31, 2014 |
| G•••••••• G••••• E••••• I••••• L••• | Private Equity Fund | $281M | 42 | Mar 30, 2020 |
| G•••••••• G••••• E••••• I••••• L••• | Private Equity Fund | $145M | 1 | Mar 24, 2021 |
| G•••••••• G••••• E••••• I••••• L••• | Private Equity Fund | $109M | 14 | Mar 30, 2020 |
| N•••• B••••• G••••• E••••• I• L••• | Private Equity Fund | $6.4M | 68 | Mar 16, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C•••••••• C••••••••• E• · General Partnercontrolsince 07/2021 · owns 25% to 50%
- N•••• E•••••• R• · General Partnercontrolsince 07/2021 · owns 25% to 50%
- P•••• R••••••• T••••••• · General Partnercontrolsince 08/2016 · owns 25% to 50%
- R••••••• K••••••• · Chief Financial Officer, Chief Compliance Officersince 06/2020 · owns less than 5%
Related persons
Schedule D 7.A
- G•••••••• G• I••• L••pooled vehicle sponsorn
- G•••••••• G••••• M••••••••• I•• L•••pooled vehicle sponsorn
- N••• G• I•• L••pooled vehicle sponsorn
- N••• G•• L••pooled vehicle sponsorn
- N•••• B••••• G••••• M••••••••• I•• L•••pooled vehicle sponsorn
- N•••• B••••• G••••• M••••••••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 15 to 17Mar 28, 2025 to Mar 27, 2026
- Employees · 21 to 23Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.5B to $1.7BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.5B to $1.7BMar 28, 2025 to Mar 27, 2026
- RAUM · $1.5B to $1.7BMar 28, 2025 to Mar 27, 2026
- Accounts · 4 to 5Apr 25, 2024 to Mar 28, 2025
- Advisory employees · 16 to 15Apr 25, 2024 to Mar 28, 2025
- Pooled vehicle clients · 4 to 5Apr 25, 2024 to Mar 28, 2025
- Employees · 22 to 21Apr 25, 2024 to Mar 28, 2025
- Financial planning clients · unset to Apr 25, 2024 to Mar 28, 2025
- Private funds · 4 to 5Apr 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.5B to $1.5BApr 25, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.5B to $1.5BApr 25, 2024 to Mar 28, 2025
- RAUM · $1.5B to $1.5BApr 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.5B to $1.5BMar 26, 2024 to Apr 25, 2024
- Pooled vehicle RAUM · $1.5B to $1.5BMar 26, 2024 to Apr 25, 2024
- RAUM · $1.5B to $1.5BMar 26, 2024 to Apr 25, 2024
- Accounts · 5 to 4Jul 17, 2023 to Mar 26, 2024
- Advisory employees · 15 to 16Jul 17, 2023 to Mar 26, 2024
- Pooled vehicle clients · 5 to 4Jul 17, 2023 to Mar 26, 2024
- Employees · 21 to 22Jul 17, 2023 to Mar 26, 2024
- Private funds · 5 to 4Jul 17, 2023 to Mar 26, 2024
- Discretionary RAUM · $1.4B to $1.5BJul 17, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $1.4B to $1.5BJul 17, 2023 to Mar 26, 2024
- RAUM · $1.4B to $1.5BJul 17, 2023 to Mar 26, 2024
- Business name · G•••••••• G••••• M••••••••• C••••••• L•• to G•••••••• G••••• E••••• M••••••••• C••••••• L•••Jun 29, 2023 to Jul 17, 2023
- Legal name · G•••••••• G••••• M••••••••• C••••••• L•• to G•••••••• G••••• E••••• M••••••••• C••••••• L•••Jun 29, 2023 to Jul 17, 2023
- Succession · true to falseJun 29, 2023 to Jul 17, 2023
- Organization form · Limited Liability Company to Limited PartnershipMar 29, 2023 to Jun 29, 2023
- Succession · false to trueMar 29, 2023 to Jun 29, 2023
- Advisory employees · 13 to 15Jul 26, 2022 to Mar 29, 2023
- Employees · 19 to 21Jul 26, 2022 to Mar 29, 2023
- Discretionary RAUM · $2.4B to $1.4BJul 26, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $2.4B to $1.4BJul 26, 2022 to Mar 29, 2023
- RAUM · $2.4B to $1.4BJul 26, 2022 to Mar 29, 2023
- Advisory employees · 17 to 13Mar 24, 2021 to Mar 29, 2022
- Employees · 22 to 19Mar 24, 2021 to Mar 29, 2022
- Discretionary RAUM · $2.6B to $2.4BMar 24, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $2.6B to $2.4BMar 24, 2021 to Mar 29, 2022
- RAUM · $2.6B to $2.4BMar 24, 2021 to Mar 29, 2022
Signals
15 dated events
- Roshen Menon (General Partner) no longer on Schedule A of G•••••••• G••••• E••••• M••••••••• C••••••• L••• (listed 2023-07-17, absent 2024-03-26)Mar 26, 2024 · Control person left · inference
- G•••••••• G••••• M••••••••• C••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jun 29, 2023 · Succession (Item 4) · fact
- G•••••••• G••••• E••••• M••••••••• C••••••• L••• reported RAUM $1.4B, down 40% from $2.4B (2022-07-26 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- A Douglas Kingsley (Chief Compliance Officer) no longer on Schedule A of G•••••••• G••••• E••••• M••••••••• C••••••• L••• (listed 2022-03-29, absent 2022-07-26)Jul 26, 2022 · Control person left · inference
- R E••••• N••• (Managing Member) appeared on Schedule A of G•••••••• G••••• E••••• M••••••••• C••••••• L•••Mar 29, 2022 · Control person joined · fact
- E Christopher Cavanagh (Managing Member) appeared on Schedule A of G•••••••• G••••• E••••• M••••••••• C••••••• L•••Mar 29, 2022 · Control person joined · fact
- Michael Pehl (Managing Member) no longer on Schedule A of G•••••••• G••••• E••••• M••••••••• C••••••• L••• (listed 2021-03-24, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- G•••••••• G••••• E••••• M••••••••• C••••••• L••• reported RAUM $2.6B, up 166% from $966.6M (2020-06-29 to 2021-03-24)Mar 24, 2021 · RAUM change · derived
- G•••••••• G••••• M••••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2020 · First SEC registration · fact
- G•••••••• G••••• E••••• M••••••••• C••••••• L••• reported RAUM $966.6M, up 72% from $561.0M (2012-08-01 to 2020-06-29)Jun 29, 2020 · RAUM change · derived
- J. Kenneth Dipoto (Chief Compliance Officer) no longer on Schedule A of G•••••••• G••••• E••••• M••••••••• C••••••• L••• (listed 2012-08-01, absent 2020-06-29)Jun 29, 2020 · Control person left · inference
- Thomas Edward Anderson (Manager) no longer on Schedule A of G•••••••• G••••• E••••• M••••••••• C••••••• L••• (listed 2012-08-01, absent 2020-06-29)Jun 29, 2020 · Control person left · inference
- A Richard D'Amore (Manager) no longer on Schedule A of G•••••••• G••••• E••••• M••••••••• C••••••• L••• (listed 2012-08-01, absent 2020-06-29)Jun 29, 2020 · Control person left · inference
- Townsend Russell Pyle (Managing Member) appeared on Schedule A of G•••••••• G••••• E••••• M••••••••• C••••••• L•••Jun 29, 2020 · Control person joined · fact
- Roshen Menon (Managing Member) appeared on Schedule A of G•••••••• G••••• E••••• M••••••••• C••••••• L•••Jun 29, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- G•••••••• G••••• E••••• M••••••••• C••••••• L••• · Independent Sponsorsshared crd · capital_provider
- G•••••••• G••••• E••••• M••••••••• C••••••• L••• · Private Equityshared crd · organization
- G•••••••• G••••• E••••• M••••••••• C••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/guidepostgrowthequityreportedpublic record, Form ADV, Sep 19, 2026
- Website
- G••••••••G•••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-807-8800reportedpublic 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