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
J••••• G••••• A•••• M••••••••• L••
Latest filing Jun 30, 2026
First filing on the tape Feb 3, 2015 · 23 filings
SEC status approved since Feb 6, 2015
RAUM
$313M
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
7
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$313M as of Jun 30, 2026
Mar 25, 2016$240M then
HNW client RAUM$0 as of Jun 30, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Mar 25, 20160 then
Employees (5.A)7 as of Jun 30, 2026
Mar 25, 201620 then
Private funds4 as of Jun 30, 2026
Mar 25, 20162 then
RAUM -48% over the last fiscal year-8.6% a year over threeIARs 0 to 0offices 3 to 0
Practice profile
derived from the filing of Jun 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
- $78.3MderivedRAUM 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
- -38%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 vehicles, otherreportedItem 5.G
- Custody
- $327M, 4 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)
- 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$313M100%
- 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
- $327M for 4 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=false bd_reps=1.0derived
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 |
|---|---|---|---|---|
| J••• I• L•••••••• A••••••••• L• | Private Equity Fund | $198M | 8 | Mar 25, 2016 |
| J••••• R••• E••••• P••••••• I• L•• | Private Equity Fund | $139M | 5 | Mar 29, 2018 |
| J••• I• B••••• A••••••••• L• | Private Equity Fund | $87.1M | 2 | Mar 29, 2019 |
| J••••• R••• E••••• P••••••• L••• | Private Equity Fund | $77.0M | 7 | Jun 5, 2015 |
| J••••• P••••••• A••• L••• | Private Equity Fund | $5.6M | 20 | Mar 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- C•••••••• J••••• R••••• W••••• · Chief Financial Officer And Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- G••••••••• G•••• R••••• · Chief Executive Officercontrolsince 01/2014 · owns less than 5%
- M•••••••• T•••••• J••••• · Managing Partner - Head Of Americascontrolsince 01/2014 · owns less than 5%
- G••••••••• G•••• R••••• · Managing Membercontrolsince 01/2014 · owns 25% to 50% of J••••• G••••• P••••••• G••••• L••
- M•••••••• T•••••• J••••• · Managing Membercontrolsince 01/2014 · owns 25% to 50% of J••••• G••••• P••••••• G••••• L••
Entity owners
- J••••• G••••• P•••••••• L•• · Sole Memberdirect · owns 75% or more
- J••••• G••••• P••••••• G••••• L•• · Managing Memberindirect · owns 75% or more of J••••• G••••• P••••••• H•••••••• L••
- J••••• G••••• P••••••• H•••••••• L•• · Special Memberindirect · owns 50% to 75% of J••••• G••••• P•••••••• L••
- N•• Y••• L••• I•••••••• C•• · Memberindirect · owns 25% to 50% of J••••• G••••• P•••••••• L••
Related persons
Schedule D 7.A
- J•• G•• L••pooled vehicle sponsorn
- J••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $607,304,850 to $375,179,618 (-38.0%) between the annual amendments of 2025-04-29 and 2026-03-31; the peer median change was +4.0% (1148 comparable advisers, 6.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 6.4% percentile
What changed
consecutive filings, newest first
- Accounts · 5 to 4Mar 31, 2026 to Jun 30, 2026
- Advisory employees · 8 to 4Mar 31, 2026 to Jun 30, 2026
- Pooled vehicle clients · 5 to 4Mar 31, 2026 to Jun 30, 2026
- Assets in custody · $390M to $327MMar 31, 2026 to Jun 30, 2026
- Employees · 10 to 7Mar 31, 2026 to Jun 30, 2026
- Other offices · 3 to 0Mar 31, 2026 to Jun 30, 2026
- Private funds · 5 to 4Mar 31, 2026 to Jun 30, 2026
- Discretionary RAUM · $375M to $313MMar 31, 2026 to Jun 30, 2026
- Pooled vehicle RAUM · $375M to $313MMar 31, 2026 to Jun 30, 2026
- RAUM · $375M to $313MMar 31, 2026 to Jun 30, 2026
- BD registered reps · 0 to 1Apr 29, 2025 to Mar 31, 2026
- Assets in custody · $567M to $390MApr 29, 2025 to Mar 31, 2026
- Discretionary RAUM · $607M to $375MApr 29, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $607M to $375MApr 29, 2025 to Mar 31, 2026
- RAUM · $607M to $375MApr 29, 2025 to Mar 31, 2026
- Assets in custody · $506M to $567MMar 21, 2024 to Apr 29, 2025
- Financial planning clients · unset to Mar 21, 2024 to Apr 29, 2025
- Discretionary RAUM · $506M to $607MMar 21, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $506M to $607MMar 21, 2024 to Apr 29, 2025
- RAUM · $506M to $607MMar 21, 2024 to Apr 29, 2025
- Advisory employees · 10 to 8Mar 7, 2023 to Mar 21, 2024
- Assets in custody · $410M to $506MMar 7, 2023 to Mar 21, 2024
- Employees · 12 to 10Mar 7, 2023 to Mar 21, 2024
- Other offices · 4 to 3Mar 7, 2023 to Mar 21, 2024
- Discretionary RAUM · $410M to $506MMar 7, 2023 to Mar 21, 2024
- Pooled vehicle RAUM · $410M to $506MMar 7, 2023 to Mar 21, 2024
- RAUM · $410M to $506MMar 7, 2023 to Mar 21, 2024
- Advisory employees · 16 to 10Apr 6, 2022 to Mar 7, 2023
- Assets in custody · $536M to $410MApr 6, 2022 to Mar 7, 2023
- Employees · 25 to 12Apr 6, 2022 to Mar 7, 2023
- Other offices · 6 to 4Apr 6, 2022 to Mar 7, 2023
- Discretionary RAUM · $536M to $410MApr 6, 2022 to Mar 7, 2023
- Pooled vehicle RAUM · $536M to $410MApr 6, 2022 to Mar 7, 2023
- RAUM · $536M to $410MApr 6, 2022 to Mar 7, 2023
- Assets in custody · $0 to $536MJul 14, 2021 to Mar 25, 2022
- HQ city · NEW Y••• to MIAMIJul 14, 2021 to Mar 25, 2022
- HQ state · NY to FLJul 14, 2021 to Mar 25, 2022
- Discretionary RAUM · $532M to $536MJul 14, 2021 to Mar 25, 2022
- Pooled vehicle RAUM · $532M to $536MJul 14, 2021 to Mar 25, 2022
- RAUM · $532M to $536MJul 14, 2021 to Mar 25, 2022
Signals
8 dated events
- J••••• G••••• A•••• M••••••••• L•• reported RAUM $375.2M, down 38% from $607.3M (2025-04-29 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- R••••• W••••• J•••• C••••••• (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of J••••• G••••• A•••• M••••••••• L••Apr 6, 2022 · Control person joined · fact
- Alan Bruce Wolfson (General Counsel And Chief Compliance Officer) no longer on Schedule A of J••••• G••••• A•••• M••••••••• L•• (listed 2022-03-25, absent 2022-04-06)Apr 6, 2022 · Control person left · inference
- William Ian Wilkin (Chief Financial Officer And Chief Operating Officer) no longer on Schedule A of J••••• G••••• A•••• M••••••••• L•• (listed 2022-03-25, absent 2022-04-06)Apr 6, 2022 · Control person left · inference
- J••• A••••• B••••• (Chief Compliance Officer) no longer on Schedule A of J••••• G••••• A•••• M••••••••• L•• (listed 2021-03-31, absent 2021-07-14)Jul 14, 2021 · Control person left · inference
- J••••• G••••• A•••• M••••••••• L•• reported RAUM $654.2M, up 61% from $406.7M (2019-01-22 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- J••••• G••••• A•••• M••••••••• L•• reported RAUM $406.7M, up 40% from $289.7M (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- J••••• G••••• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Feb 3, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- J••••• G••••• A•••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- J••••• G••••• A•••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/J•••••-G•••••-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- J•••••G•••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-663-4950reportedpublic record, Form ADV, Jun 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