DFX Intelligence

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G•••••

Institutional managerSEC-registered· Pariswebsite

Institutional manager, based in Paris, reporting $335M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-03-24 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $335M
Advisors: 0
RAUM change, 1 year: +62%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-03-24 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 24 Mar 2026, RAUM $207M to $335M (+62.0%) on the Form ADV filed 24 Mar 2026.

Every filed figure, and the identifiersCRD 174097 · SEC 801-81033 · 13 filingsShow

CRD 174097SEC 801-81033Legal name G••••• A•First filing on the tape Feb 19, 2015, latest Mar 24, 2026SEC status approved since Mar 18, 2015IAPD

RAUM

$335M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

3 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

13 filings and snapshots on the tape

RAUM +7.9% a year over three years · the tape starts Feb 19, 2015

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$335M as of Mar 24, 2026

Mar 18, 2016$341M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 24, 2026

Mar 18, 20160 then

Employees (5.A)7 as of Mar 24, 2026

Mar 18, 20168 then

Private funds: no history

RAUM +62% over the last fiscal year+7.9% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 24, 2026; every figure names its basis

Archetypes

Institutional asset manager

The rule behind each archetype, and every derived figure1 ruleShow

Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent

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: $167MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 93%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 office incl. principal (1.F.5)
RAUM growth, one year: +62%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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

93% insurance companies, 3.1% investment companies, and 2 other client types

The breakdown by client type, and the client counts4 client typesShow

Insurance companies$312M93%
Investment companies$10.3M3.1%
Banks and thrifts$7.4M2.2%
Pooled investment vehicles$5.0M1.5%

Individual clients: 0reported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 2reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: RAUM: 0% private clients, 5% pooled funds, 93% institutions; no related broker-dealer; no related bankderived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

C••••• L•••••• · Ceocontrol
since 07/2011 · owns 5% to 10%
D• V••••••••• G••••• · Former Vice Presidentcontrol
since 07/2023 · owns 5% to 10%
M••••••••• P••••••• · Vice Presidentcontrol
since 07/2023 · owns less than 5%
Z•••••• B•••• · Head Of Business Developmentcontrol
since 07/2011 · owns 10% to 25%
C••••• L•••••• · President Of 'L•••••• C•••• Finance Et C•••••• S.A.S' Holding Shares Of G•••••control
since 07/2011 · owns 75% or more of L•••••• C•••• F•••••• E• C•••••• S••

Entity owners

L•••••• C•••• F•••••• E• C•••••• S•• · Family Trust Holding Shares Of G•••••
direct · owns 25% to 50%

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 50 %Change between filings · filing Mar 24, 2026
RAUM (Item 5.F) moved from $206,500,000 to $334,590,200 (+62.0%) between the annual amendments of 2025-03-20 and 2026-03-24; the peer median change was +9.0% (93 comparable advisers, 96.0th percentile of changes)
peers: institutional managers, $100M to $500M (93) · 96% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Charity clients · 0.0 to unset
Mar 20, 2025 to Mar 24, 2026
Pension plan clients · 3.0 to unset
Mar 20, 2025 to Mar 24, 2026
Pooled vehicle clients · 1 to 4
Mar 20, 2025 to Mar 24, 2026
Discretionary RAUM · $207M to $335M
Mar 20, 2025 to Mar 24, 2026
Pension RAUM · 84049660.0 to unset
Mar 20, 2025 to Mar 24, 2026

Full history · 59 changes

Pooled vehicle RAUM · $13.8M to $5.0M
Mar 20, 2025 to Mar 24, 2026
RAUM · $207M to $335M
Mar 20, 2025 to Mar 24, 2026
Employees · 8 to 7
Mar 21, 2024 to Mar 20, 2025
Financial planning clients · unset to
Mar 21, 2024 to Mar 20, 2025
HQ state · unset to
Mar 21, 2024 to Mar 20, 2025
Organization form · unset to Other (specify)
Mar 21, 2024 to Mar 20, 2025
Discretionary RAUM · $225M to $207M
Mar 21, 2024 to Mar 20, 2025
Pension RAUM · $91.5M to $84.0M
Mar 21, 2024 to Mar 20, 2025
Pooled vehicle RAUM · $15.1M to $13.8M
Mar 21, 2024 to Mar 20, 2025
RAUM · $225M to $207M
Mar 21, 2024 to Mar 20, 2025
Pension plan clients · 2 to 3
Mar 24, 2023 to Mar 21, 2024
Discretionary RAUM · $266M to $225M
Mar 24, 2023 to Mar 21, 2024
Pension RAUM · $87.0M to $91.5M
Mar 24, 2023 to Mar 21, 2024
Pooled vehicle RAUM · $13.5M to $15.1M
Mar 24, 2023 to Mar 21, 2024
RAUM · $266M to $225M
Mar 24, 2023 to Mar 21, 2024
Pension plan clients · 3 to 2
Mar 8, 2022 to Mar 24, 2023
Pooled vehicle clients · 2 to 1
Mar 8, 2022 to Mar 24, 2023
Discretionary RAUM · $375M to $266M
Mar 8, 2022 to Mar 24, 2023
Pension RAUM · $97.1M to $87.0M
Mar 8, 2022 to Mar 24, 2023
Pooled vehicle RAUM · $31.9M to $13.5M
Mar 8, 2022 to Mar 24, 2023
RAUM · $375M to $266M
Mar 8, 2022 to Mar 24, 2023
Accounts · 1 to 2
Mar 18, 2021 to Mar 8, 2022
Pension plan clients · 4 to 3
Mar 18, 2021 to Mar 8, 2022
Discretionary RAUM · $339M to $375M
Mar 18, 2021 to Mar 8, 2022
Pension RAUM · $47.5M to $97.1M
Mar 18, 2021 to Mar 8, 2022
Pooled vehicle RAUM · $30.5M to $31.9M
Mar 18, 2021 to Mar 8, 2022
RAUM · $339M to $375M
Mar 18, 2021 to Mar 8, 2022
Pension plan clients · 5 to 4
Mar 30, 2020 to Mar 18, 2021
Discretionary RAUM · $323M to $339M
Mar 30, 2020 to Mar 18, 2021
Pension RAUM · $84.0M to $47.5M
Mar 30, 2020 to Mar 18, 2021
Pooled vehicle RAUM · $19.4M to $30.5M
Mar 30, 2020 to Mar 18, 2021
RAUM · $323M to $339M
Mar 30, 2020 to Mar 18, 2021
Discretionary RAUM · $405M to $323M
Mar 22, 2019 to Mar 30, 2020
Pension RAUM · $113M to $84.0M
Mar 22, 2019 to Mar 30, 2020
Pooled vehicle RAUM · $23.0M to $19.4M
Mar 22, 2019 to Mar 30, 2020
RAUM · $405M to $323M
Mar 22, 2019 to Mar 30, 2020
Discretionary RAUM · $475M to $405M
Feb 26, 2018 to Mar 22, 2019
Pension RAUM · $128M to $113M
Feb 26, 2018 to Mar 22, 2019
Pooled vehicle RAUM · $28.5M to $23.0M
Feb 26, 2018 to Mar 22, 2019
RAUM · $475M to $405M
Feb 26, 2018 to Mar 22, 2019
Charity clients · unset to 0.0
Mar 20, 2017 to Feb 26, 2018
Individual clients · unset to 0.0
Mar 20, 2017 to Feb 26, 2018
Pension plan clients · unset to 5.0
Mar 20, 2017 to Feb 26, 2018
Pooled vehicle clients · unset to 2.0
Mar 20, 2017 to Feb 26, 2018
Other offices · unset to 0.0
Mar 20, 2017 to Feb 26, 2018
Discretionary RAUM · $323M to $475M
Mar 20, 2017 to Feb 26, 2018
Pension RAUM · unset to 128250000.0
Mar 20, 2017 to Feb 26, 2018
Pooled vehicle RAUM · unset to 28500000.0
Mar 20, 2017 to Feb 26, 2018
RAUM · $323M to $475M
Mar 20, 2017 to Feb 26, 2018
Accounts · 2 to 1
Mar 18, 2016 to Mar 20, 2017
Discretionary RAUM · $341M to $323M
Mar 18, 2016 to Mar 20, 2017
RAUM · $341M to $323M
Mar 18, 2016 to Mar 20, 2017
Discretionary RAUM · $439M to $341M
Feb 19, 2015 to Mar 18, 2016
RAUM · $439M to $341M
Feb 19, 2015 to Mar 18, 2016

Signals

6 dated events

••• Locked
Mar 24, 2026 · RAUM change · derived
••• Locked
Mar 24, 2026 · Control person left · inference
••• Locked
Mar 21, 2024 · Control person joined · fact
••• Locked
Mar 24, 2023 · RAUM change · derived
••• Locked
Feb 26, 2018 · RAUM change · derived

Full timeline · 6 events

••• Locked
Feb 19, 2015 · 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: ••• Lockedreportedpublic record, Form ADV, Mar 24, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Mar 24, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: Institutional managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Not yet on record: net advisor flow, 12 months.