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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Former SEC-registered adviser
G•• C••••••• L•••
Latest filing May 30, 2025
First filing on the tape Feb 17, 2016 · 24 filings
SEC status approved since Mar 3, 2016
RAUM
$663M
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
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$663M as of May 30, 2025
Mar 31, 2017$738M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 30, 2025
Mar 31, 20170 then
Employees (5.A)8 as of May 30, 2025
Mar 31, 20179 then
Private funds7 as of May 30, 2025
Mar 31, 20173 then
RAUM -14% over the last fiscal year-15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 30, 2025; 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
- $94.7MderivedRAUM 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
- -14%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
- $663M, 7 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$663M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $663M for 7 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•• C•••••• G••••• P••••••••• I•••••••• F••• I• A•• L• | Private Equity Fund | $411M | 2 | Mar 31, 2017 |
| G•• C•••••• G••••• P••••••••• I•••••••• F••• I• L• | Private Equity Fund | $174M | 2 | Jun 22, 2016 |
| G•• C•••••• E••••• O••••••••• F••• I• L• | Private Equity Fund | $77.5M | 153 | Mar 15, 2024 |
| G•• C•••••• G••••• P••••••••• I•••••••• F••• I•• L• | Private Equity Fund | $63.9M | 42 | Mar 30, 2018 |
| G•• C•••••• G••••••• I• L• | Private Equity Fund | $37.6M | 89 | Mar 29, 2022 |
| G•• C•••••• G••••••• L• | Private Equity Fund | $4.2M | 2 | Mar 30, 2018 |
| G•• C•••••• P•••••• L•no longer reported | Private Equity Fund | $0 | 2 | Mar 31, 2017 |
| G•• C•••••• G••••••• I•• L• | Private Equity Fund | $0 | 20 | Mar 27, 2020 |
Owners and control persons
Schedule A and B, latest filing
- C•••• J•••• · Chief Financial Officercontrolsince 03/2022 · owns less than 5%
- H•• K•••• N•• · Managing Partnercontrolsince 05/2016 · owns 25% to 50%
- M••••• A••••••••• J••••• · Managing Partnercontrolsince 05/2016 · owns 25% to 50%
- R••••• W••••••• T••••• · Managing Partnercontrolsince 02/2016 · owns less than 5%
- S•••••• I••••• N•• · Chief Compliance Officercontrolsince 03/2023 · owns less than 5%
- H•• K•••• N•• · Managercontrolsince 05/2016 · owns F of G•• C••••••• L••
- M••••• A••••••••• J••••• · Managercontrolsince 05/2016 · owns F of G•• C••••••• L••
- R••••• W••••••• T••••• · Membercontrolsince 03/2017 · owns 75% or more of G••••• H•••••• L••
- R••••• W••••••• T••••• · Managercontrolsince 02/2016 · owns F of G•• C••••••• L••
Entity owners
- G•• C••••••• L•• · General Partnerdirect · owns less than 5%
- G••••• H•••••• L•• · Limited Partnerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- G•• G• I• L•pooled vehicle sponsorn
- G•• G• L•pooled vehicle sponsorn
- G•• G••••••• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · unset to Apr 24, 2025 to May 30, 2025
- Related adviser · false to trueApr 24, 2025 to May 30, 2025
- Advisory employees · 6 to 5Jan 24, 2025 to Apr 24, 2025
- Assets in custody · $768M to $663MJan 24, 2025 to Apr 24, 2025
- Employees · 10 to 8Jan 24, 2025 to Apr 24, 2025
- Discretionary RAUM · $768M to $663MJan 24, 2025 to Apr 24, 2025
- Pooled vehicle RAUM · $768M to $663MJan 24, 2025 to Apr 24, 2025
- RAUM · $768M to $663MJan 24, 2025 to Apr 24, 2025
- HQ city · NEW YORK to May 22, 2024 to Jan 24, 2025
- HQ state · NY to May 22, 2024 to Jan 24, 2025
- Accounts · 6 to 7Mar 31, 2023 to Mar 15, 2024
- Pooled vehicle clients · 6 to 7Mar 31, 2023 to Mar 15, 2024
- Assets in custody · $705M to $768MMar 31, 2023 to Mar 15, 2024
- Employees · 11 to 10Mar 31, 2023 to Mar 15, 2024
- Private funds · 6 to 7Mar 31, 2023 to Mar 15, 2024
- Discretionary RAUM · $705M to $768MMar 31, 2023 to Mar 15, 2024
- Pooled vehicle RAUM · $705M to $768MMar 31, 2023 to Mar 15, 2024
- RAUM · $705M to $768MMar 31, 2023 to Mar 15, 2024
- Assets in custody · $1.1B to $705MMar 29, 2022 to Mar 28, 2023
- Discretionary RAUM · $1.1B to $705MMar 29, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $1.1B to $705MMar 29, 2022 to Mar 28, 2023
- RAUM · $1.1B to $705MMar 29, 2022 to Mar 28, 2023
- Accounts · 5 to 6Jul 9, 2021 to Mar 29, 2022
- Pooled vehicle clients · 5 to 6Jul 9, 2021 to Mar 29, 2022
- Assets in custody · $1.1B to $1.1BJul 9, 2021 to Mar 29, 2022
- Private funds · 5 to 6Jul 9, 2021 to Mar 29, 2022
- Discretionary RAUM · $1.1B to $1.1BJul 9, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $1.1B to $1.1BJul 9, 2021 to Mar 29, 2022
- RAUM · $1.1B to $1.1BJul 9, 2021 to Mar 29, 2022
- Other offices · 1 to 0Mar 31, 2021 to Jul 9, 2021
- Assets in custody · $823M to $1.1BAug 21, 2020 to Mar 31, 2021
- Discretionary RAUM · $823M to $1.1BAug 21, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $823M to $1.1BAug 21, 2020 to Mar 31, 2021
- RAUM · $823M to $1.1BAug 21, 2020 to Mar 31, 2021
- Advisory employees · 8 to 6Jan 22, 2020 to Mar 27, 2020
- Assets in custody · $764M to $823MJan 22, 2020 to Mar 27, 2020
- Employees · 13 to 11Jan 22, 2020 to Mar 27, 2020
- Discretionary RAUM · $764M to $823MJan 22, 2020 to Mar 27, 2020
- Pooled vehicle RAUM · $764M to $823MJan 22, 2020 to Mar 27, 2020
- RAUM · $764M to $823MJan 22, 2020 to Mar 27, 2020
Signals
9 dated events
- G•• C••••••• L••• no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $663.0M)Apr 1, 2026 · Left the SEC roster · derived
- G•• C••••••• L••• reported RAUM $705.2M, down 34% from $1.1B (2022-03-29 to 2023-03-28)Mar 28, 2023 · ria raum c•••ge · derived
- Nmn I•••• S••••• (Chief Compliance Officer) appeared on Schedule A of G•• C••••••• L•••Mar 28, 2023 · Control person joined · fact
- Julie Chan (Chief Financial Officer, Chief Compliance Officer) appeared on Schedule A of G•• C••••••• L•••Mar 29, 2022 · Control person joined · fact
- Almuli Mateo Goldman (Chief Compliance Officer) no longer on Schedule A of G•• C••••••• L••• (listed 2021-07-09, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- G•• C••••••• L••• reported RAUM $1.1B, up 31% from $823.2M (2020-08-21 to 2021-03-31)Mar 31, 2021 · ria raum c•••ge · derived
- Francois-Bernard Poulin (Limited Partner) no longer on Schedule A of G•• C••••••• L••• (listed 2019-03-27, absent 2020-01-22)Jan 22, 2020 · Control person left · inference
- Almuli Mateo Goldman (Chief Compliance Officer) appeared on Schedule A of G•• C••••••• L•••Mar 27, 2019 · Control person joined · fact
- G•• C••••••• L••• filed its initial SEC registration (Form ADV)Feb 17, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G•• C••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/GPI-CAPITALreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda 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