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•••• C••••• I••••••••• M••••••••• L••
Latest filing Apr 29, 2026
First filing on the tape Dec 14, 2012 · 26 filings
SEC status approved since Jan 2, 2013
RAUM
$875M
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
16
11 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$875M as of Apr 29, 2026
Mar 27, 2013$325M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 27, 20130 then
Employees (5.A)16 as of Apr 29, 2026
Mar 27, 201314 then
Private funds4 as of Apr 29, 2026
Mar 27, 20133 then
RAUM -6.8% over the last fiscal year-22% a year over threeIARs 0 to 0offices 3 to 2
Practice profile
derived from the filing of Apr 29, 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
- $219MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -6.8%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 businesses and institutions, 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 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$875M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- 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=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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•••• C••••• I•• L• | Real Estate Fund | $772M | 26 | Mar 29, 2019 |
| G•••• C••••• I••• L• | Real Estate Fund | $433M | 28 | Mar 31, 2015 |
| G•••• C••••• I•• L••• | Real Estate Fund | $235M | 17 | Dec 14, 2012 |
| G•••• C••••• V• L• | Real Estate Fund | $98.5M | 7 | Mar 28, 2023 |
| G•••••• E•••• G•••• C••••• I• L•••no longer reported | Real Estate Fund | $1.4M | 28 | Mar 28, 2012 |
| G•••••• E•••• G•••• C••••• I• ••••••••• L•••no longer reported | Real Estate Fund | $271,016 | 1 | Mar 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• M••••• H••••• · Managing Memebrcontrolsince 04/2020 · owns less than 5%
- G•••••• B••••• J•••• · Managing Membercontrolsince 04/2020 · owns less than 5%
- R••••••• N•••• P•••••• · Chief Compliance Officercontrolsince 03/2019 · owns less than 5%
- S••••• K••••• T••••• · Managing Membercontrolsince 04/2020 · owns less than 5%
- B••••••••• M••••• H••••• · Managing Membercontrolsince 01/2020 · owns 25% to 50% of T•• G•••• C••••• C••••••• L••
- G•••••• B••••• J•••• · Managing Membercontrolsince 01/2020 · owns F of T•• G•••• C••••• C••••••• L••
- S••••• K••••• T••••• · Managing Membercontrolsince 01/2020 · owns 25% to 50% of T•• G•••• C••••• C••••••• L••
Entity owners
- T•• G•••• C••••• C••••••• L•• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- G•••• C••••• F••• M••••••••• I••• L••bankpooled vehicle sponsory
- G•••• C••••• F••• M••••••••• I•• L••bankpooled vehicle sponsory
- G•••• C••••• F••• M••••••••• V• L••bankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA3 employees
- Boston, MA1 employees
- Los Angeles, CA1 employees
What changed
consecutive filings, newest first
- Advisory employees · 13 to 11May 28, 2025 to Mar 27, 2026
- Employees · 17 to 16May 28, 2025 to Mar 27, 2026
- Other offices · 3 to 2May 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.1B to $875MMay 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.1B to $875MMay 28, 2025 to Mar 27, 2026
- RAUM · $1.1B to $875MMay 28, 2025 to Mar 27, 2026
- Accounts · 3 to 4Mar 28, 2025 to May 28, 2025
- Advisory employees · 14 to 13Mar 28, 2025 to May 28, 2025
- Pooled vehicle clients · 3 to 4Mar 28, 2025 to May 28, 2025
- Employees · 18 to 17Mar 28, 2025 to May 28, 2025
- Financial planning clients · unset to Mar 28, 2025 to May 28, 2025
- Private funds · 3 to 4Mar 28, 2025 to May 28, 2025
- Discretionary RAUM · $939M to $1.1BMar 28, 2025 to May 28, 2025
- Pooled vehicle RAUM · $939M to $1.1BMar 28, 2025 to May 28, 2025
- RAUM · $939M to $1.1BMar 28, 2025 to May 28, 2025
- Advisory employees · 15 to 14Sep 6, 2024 to Mar 28, 2025
- Employees · 21 to 18Sep 6, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.3B to $939MSep 6, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.3B to $939MSep 6, 2024 to Mar 28, 2025
- RAUM · $1.3B to $939MSep 6, 2024 to Mar 28, 2025
- Accounts · 4 to 3Mar 28, 2024 to Sep 6, 2024
- Advisory employees · 16 to 15Mar 28, 2024 to Sep 6, 2024
- Employees · 22 to 21Mar 28, 2024 to Sep 6, 2024
- Discretionary RAUM · $1.3B to $1.3BMar 28, 2024 to Sep 6, 2024
- Non-discretionary RAUM · $35.8M to $0Mar 28, 2024 to Sep 6, 2024
- Pooled vehicle RAUM · $1.3B to $1.3BMar 28, 2024 to Sep 6, 2024
- RAUM · $1.3B to $1.3BMar 28, 2024 to Sep 6, 2024
- Accounts · 5 to 4Feb 1, 2024 to Mar 28, 2024
- Advisory employees · 18 to 16Feb 1, 2024 to Mar 28, 2024
- Pooled vehicle clients · 4 to 3Feb 1, 2024 to Mar 28, 2024
- Employees · 24 to 22Feb 1, 2024 to Mar 28, 2024
- Private funds · 4 to 3Feb 1, 2024 to Mar 28, 2024
- Discretionary RAUM · $1.8B to $1.3BFeb 1, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $51.0M to $35.8MFeb 1, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $1.8B to $1.3BFeb 1, 2024 to Mar 28, 2024
- RAUM · $1.9B to $1.3BFeb 1, 2024 to Mar 28, 2024
- Advisory employees · 19 to 18Aug 11, 2023 to Feb 1, 2024
- Employees · 29 to 24Aug 11, 2023 to Feb 1, 2024
- Accounts · 4 to 5Mar 31, 2022 to Mar 28, 2023
- Advisory employees · 15 to 19Mar 31, 2022 to Mar 28, 2023
Signals
10 dated events
- G•••• C••••• I••••••••• M••••••••• L•• reported RAUM $939.3M, down 28% from $1.3B (2024-09-06 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- G•••• C••••• I••••••••• M••••••••• L•• reported RAUM $1.3B, down 27% from $1.9B (2024-02-01 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- James Patrick Wilde (Managing Member) no longer on Schedule A of G•••• C••••• I••••••••• M••••••••• L•• (listed 2024-02-01, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Charles Mark Edlen (Shareholder) no longer on Schedule A of G•••• C••••• I••••••••• M••••••••• L•• (listed 2020-05-04, absent 2020-06-30)Jun 30, 2020 · Control person left · inference
- Lee Roger Krage (Shareholder) no longer on Schedule A of G•••• C••••• I••••••••• M••••••••• L•• (listed 2020-05-04, absent 2020-06-30)Jun 30, 2020 · Control person left · inference
- James Patrick Wilde (Managing Member) appeared on Schedule A of G•••• C••••• I••••••••• M••••••••• L••Jun 30, 2020 · Control person joined · fact
- Joray Brent Gaulke (Managing Member) appeared on Schedule A of G•••• C••••• I••••••••• M••••••••• L••Jun 30, 2020 · Control person joined · fact
- Patrick Neil Riordan (Chief Compliance Officer) appeared on Schedule A of G•••• C••••• I••••••••• M••••••••• L••Mar 29, 2019 · Control person joined · fact
- G•••••• E•••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Dec 14, 2012 · Succession (Item 4) · fact
- G•••••• E•••• filed its initial SEC registration (Form ADV)Dec 14, 2012 · First SEC registration · fact
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
- Website
- greencities.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 503-299-6000reportedpublic record, Form ADV, Apr 29, 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•••• C••••• I••••••••• M••••••••• 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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