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••••••••• P••••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 19, 2014 · 14 filings
SEC status approved since Jul 16, 2014
RAUM
$630M
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
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$630M as of Mar 30, 2026
Mar 20, 2015$582M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 20, 20150 then
Employees (5.A)10 as of Mar 30, 2026
Mar 20, 20156 then
Private funds4 as of Mar 30, 2026
Mar 20, 20152 then
RAUM +6.1% over the last fiscal year+2.1% 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
- $105MderivedRAUM 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
- +6.1%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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$630M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- 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=1.0 institutional_share=0.0 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G• I••••••••• P••••••• Q• L• | Hedge Fund | $253M | 21 | Mar 24, 2014 |
| G• I••••••••• P••••••• L• | Hedge Fund | $93.7M | 58 | Apr 26, 2012 |
| G• N•• I•••• F••• Q• L• | Hedge Fund | $34.2M | 13 | Mar 25, 2022 |
| G• L••• O••• F••• Q• L• | Hedge Fund | $20.2M | 9 | Mar 26, 2020 |
Owners and control persons
Schedule A and B, latest filing
- G•••••••• J•••••• M• · Managing Membercontrolsince 10/2009 · owns 75% or more
- L••••••••• R••••••• C•••••• · Chief Financial Officer/Chief Compliance Officersince 10/2022 · owns less than 5%
Related persons
Schedule D 7.A
- G• I••••••••• P••••••• G• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 4 to 6Mar 29, 2025 to Mar 30, 2026
- Employees · 8 to 10Mar 29, 2025 to Mar 30, 2026
- Discretionary RAUM · $594M to $630MMar 29, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $594M to $630MMar 29, 2025 to Mar 30, 2026
- RAUM · $594M to $630MMar 29, 2025 to Mar 30, 2026
- Related adviser · false to trueMar 29, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 27, 2024 to Mar 29, 2025
- Discretionary RAUM · $532M to $594MMar 27, 2024 to Mar 29, 2025
- Pooled vehicle RAUM · $532M to $594MMar 27, 2024 to Mar 29, 2025
- RAUM · $532M to $594MMar 27, 2024 to Mar 29, 2025
- Advisory activities · 2 to 1Mar 28, 2023 to Mar 27, 2024
- Pooled vehicle clients · 7 to 9Mar 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $592M to $532MMar 28, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $420M to $532MMar 28, 2023 to Mar 27, 2024
- RAUM · $592M to $532MMar 28, 2023 to Mar 27, 2024
- Advisory employees · 5 to 4Dec 16, 2022 to Mar 28, 2023
- Discretionary RAUM · $904M to $592MDec 16, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $633M to $420MDec 16, 2022 to Mar 28, 2023
- RAUM · $904M to $592MDec 16, 2022 to Mar 28, 2023
- Advisory employees · 6 to 5Mar 24, 2021 to Mar 25, 2022
- Pooled vehicle clients · 5 to 7Mar 24, 2021 to Mar 25, 2022
- Private funds · 3 to 4Mar 24, 2021 to Mar 25, 2022
- Discretionary RAUM · $830M to $904MMar 24, 2021 to Mar 25, 2022
- Pooled vehicle RAUM · $598M to $633MMar 24, 2021 to Mar 25, 2022
- RAUM · $830M to $904MMar 24, 2021 to Mar 25, 2022
- Advisory employees · 4 to 6Mar 26, 2020 to Mar 24, 2021
- Employees · 7 to 8Mar 26, 2020 to Mar 24, 2021
- Discretionary RAUM · $523M to $830MMar 26, 2020 to Mar 24, 2021
- Pooled vehicle RAUM · $395M to $598MMar 26, 2020 to Mar 24, 2021
- RAUM · $523M to $830MMar 26, 2020 to Mar 24, 2021
- Accounts · 4 to 6Mar 20, 2019 to Mar 26, 2020
- Advisory employees · 3 to 4Mar 20, 2019 to Mar 26, 2020
- Pooled vehicle clients · 3 to 5Mar 20, 2019 to Mar 26, 2020
- Employees · 5 to 7Mar 20, 2019 to Mar 26, 2020
- Private funds · 2 to 3Mar 20, 2019 to Mar 26, 2020
- Discretionary RAUM · $373M to $523MMar 20, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $272M to $395MMar 20, 2019 to Mar 26, 2020
- RAUM · $373M to $523MMar 20, 2019 to Mar 26, 2020
- Advisory employees · 4 to 3Mar 26, 2018 to Mar 20, 2019
- Employees · 7 to 5Mar 26, 2018 to Mar 20, 2019
Signals
4 dated events
- G• I••••••••• P••••••• M••••••••• L•• reported RAUM $592.0M, down 35% from $904.0M (2022-12-16 to 2023-03-28)Mar 28, 2023 · RAUM change · derived
- G• I••••••••• P••••••• M••••••••• L•• reported RAUM $829.7M, up 59% from $522.9M (2020-03-26 to 2021-03-24)Mar 24, 2021 · RAUM change · derived
- G• I••••••••• P••••••• M••••••••• L•• reported RAUM $522.9M, up 40% from $373.4M (2019-03-20 to 2020-03-26)Mar 26, 2020 · RAUM change · derived
- G• I••••••••• P••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 19, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G• I••••••••• P••••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/g2-investment-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- G2IPartners.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-235-0285reportedpublic 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
- 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