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••••• P•••••••
Legal name G••••••••• E••••• P•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 29, 2023 · 6 filings
SEC status approved since Jul 31, 2023
RAUM
$409M
reported, Item 5.F
Discretionary
79%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$204M
derived; firm RAUM over IAPD count
Employees
14
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$409M as of Mar 30, 2026
Mar 28, 2024$266M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20240 then
Employees (5.A)14 as of Mar 30, 2026
Mar 28, 202411 then
Private funds4 as of Mar 30, 2026
Mar 28, 20245 then
RAUM -7.5% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- $204MderivedRAUM 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
- $102MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 79%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 7.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -7.5%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $409M, 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)
- an independent public accountant performs a surprise examination (9.C.1)
- 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$409M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $409M for 4 clientsreported
- Compensation
- % of AUM, fixed, 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
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• C••••• C••••••• | Austin, Tx | Dec 15, 2025 | 13 y | 0 |
| B••••••• B•••••• M••• | Austin, Tx | Dec 15, 2025 | 28 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••••••• G••••• P••••••• I•• L••• | Private Equity Fund | $113M | 22 | Mar 28, 2024 |
| G••••••••• A••••• P•••••••• L• | Private Equity Fund | $60.8M | 2 | Mar 30, 2016 |
| G••••••••• G••••• P•••••••• L••• | Private Equity Fund | $59.5M | 70 | Mar 31, 2021 |
| G••••••••• V•• L• | Private Equity Fund | $25.5M | 16 | Mar 23, 2015 |
| G••••••••• N••• L• | Private Equity Fund | $7.0M | 12 | Mar 23, 2015 |
| T• U••••• C•••• L• | Private Equity Fund | $43,000 | 16 | Mar 23, 2015 |
| G••••••••• C•••• L• | Private Equity Fund | $25,000 | 31 | Mar 28, 2017 |
| G••••••••• L•• I•• L• | Private Equity Fund | $0 | 10 | Mar 28, 2017 |
| G••••••••• L••• L• | Private Equity Fund | $0 | 15 | Mar 23, 2015 |
Owners and control persons
Schedule A and B, latest filing
- B••••• J•••••••• E•••••••• · Chief Compliance Officercontrolsince 06/2023 · owns less than 5%
- C•••••••• J•••• C••••• · Managercontrolsince 01/2013 · owns less than 5%
- M•••• B•••••••• B•••••• · Managercontrolsince 08/2010 · owns less than 5%
- C•••••••• J•••• C••••• · Limited Partnercontrolsince 01/2013 · owns 25% to 50% of G••••••••• E••••• P••••••• H••••••• G•• L•
- C•••••••• J•••• C••••• · Managercontrolsince 01/2013 · owns 50% to 75% of G•• I••••••••• L••
- M•••• B•••••••• B•••••• · Managercontrolsince 08/2010 · owns 50% to 75% of G•• I••••••••• L••
- M•••• B•••••••• B•••••• · Limited Partnercontrolsince 08/2010 · owns 25% to 50% of G••••••••• E••••• P••••••• H••••••• G•• L•
Entity owners
- G••••••••• E••••• P••••••• H•••••••• L• · Managing Memberdirect · owns 75% or more
- G•• I••••••••• L•• · General Partnerindirect · owns F of G••••••••• E••••• P••••••• H••••••• G•• L•
- G••••••••• E••••• P••••••• H••••••• G•• L• · General Partnerindirect · owns 75% or more of G••••••••• E••••• P••••••• H•••••••• L•
Related persons
Schedule D 7.A
- G••••••••• A••••• P••••••• G•• L•pooled vehicle sponsorn
- G••••••••• E••••• P••••••• H•••••••• L•pooled vehicle sponsory
- G••••••••• G••••• P••••••• G•• L••pooled vehicle sponsorn
- G••••••••• G••••• P••••••• I• G•• L••pooled vehicle sponsorn
- G••••••••• N•• G•• L••pooled vehicle sponsorn
- G••••••••• V• G•• L••pooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Austin, Tx · principal | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 14 to 13Mar 27, 2025 to Mar 30, 2026
- Assets in custody · $442M to $409MMar 27, 2025 to Mar 30, 2026
- Employees · 15 to 14Mar 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $338M to $323MMar 27, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $104M to $85.5MMar 27, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $442M to $409MMar 27, 2025 to Mar 30, 2026
- RAUM · $442M to $409MMar 27, 2025 to Mar 30, 2026
- Accounts · 5 to 4Mar 28, 2024 to Mar 27, 2025
- Advisory employees · 10 to 14Mar 28, 2024 to Mar 27, 2025
- Pooled vehicle clients · 5 to 4Mar 28, 2024 to Mar 27, 2025
- Assets in custody · $266M to $442MMar 28, 2024 to Mar 27, 2025
- Employees · 11 to 15Mar 28, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 27, 2025
- Private funds · 5 to 4Mar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $205M to $338MMar 28, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $60.8M to $104MMar 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $266M to $442MMar 28, 2024 to Mar 27, 2025
- RAUM · $266M to $442MMar 28, 2024 to Mar 27, 2025
- Accounts · 4 to 5Oct 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 4 to 5Oct 30, 2023 to Mar 28, 2024
- Assets in custody · $197M to $266MOct 30, 2023 to Mar 28, 2024
- Private funds · 4 to 5Oct 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $100M to $205MOct 30, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $96.5M to $60.8MOct 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $197M to $266MOct 30, 2023 to Mar 28, 2024
- RAUM · $197M to $266MOct 30, 2023 to Mar 28, 2024
- Private funds · 8 to 4Jun 29, 2023 to Jun 29, 2023
Signals
2 dated events
- G••••••••• G••••• P••••••• reported RAUM $441.8M, up 66% from $265.7M (2024-03-28 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- G••••••••• G••••• P••••••• filed its initial SEC registration (Form ADV)Jun 29, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••••••••• G••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- G••••••••• G••••• P••••••• · Private Equityshared crd · organization
- G••••••••• G••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/greenridge-investment-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- G•••••••••G•••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 512-426-6919reportedpublic 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
- $204Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026