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.
SEC-registered adviser
Gqg Partners
Asset manager (funds and pooled vehicles)Fort Lauderdale, FloridaCRD 283720SEC 801-107734websiteIAPD
Legal name Gqg Partners LLC
Latest filing Mar 30, 2026
First filing on the tape Apr 19, 2016 · 38 filings
SEC status approved since Apr 22, 2016
RAUM
$164B
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
0.8%
$1.4B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
227
22 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
6
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$164B as of Mar 30, 2026
Mar 20, 2017$2.1B then
HNW client RAUM$0 as of Mar 30, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 20, 20170 then
Employees (5.A)227 as of Mar 30, 2026
Mar 20, 201722 then
Private funds6 as of Mar 30, 2026
Mar 20, 20173 then
RAUM +7.1% over the last fiscal year+23% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 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
- $25.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 9.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +26%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $15B, 6 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$88B55%
- Pooled investment vehicles$49B31%
- State and municipal entities$9.0B5.7%
- Corporations and businesses$5.1B3.2%
- Sovereign wealth funds$4.2B2.7%
- Pension and profit-sharing plans$1.6B1.0%
- Individuals$1.4B0.9%
- Charitable organizations$618M0.4%
- Individual clients
- 6,332reported
- HNW clients
- 0reported
- Pension plan clients
- 9reported
- Charitable clients
- 2reported
- Accounts
- 6,445reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $5.0B managedreported
- Custody of client assets
- $15B for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.83 institutional_share=0.09 related_bd=false related_bank=false bd_reps=37.0derived
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 |
|---|---|---|---|---|
| Gqg Partners Emerging Markets Equity Fund - Gqg Partners Series LLC | Other Private Fund | $4.3B | 251 | Aug 16, 2016 |
| Gqg Partners International Equity Fund - Gqg Partners Series LLC | Hedge Fund | $3.9B | 174 | Aug 16, 2016 |
| Gqg Partners Global Equity Fund - Gqg Partners Series LLC | Hedge Fund | $3.5B | 215 | Aug 16, 2016 |
| Gqg Partners Concentrated Global Equity Fund - Gqg Partners Series LLC | Other Private Fund | $499M | 5 | Feb 28, 2023 |
| Gqg Partners US Select Quality Equity Fund | Other Private Fund | $472M | 23 | Mar 29, 2019 |
| Gqg Partners International Select Quality Equity Fund - Gqg Partners Series LLC | Other Private Fund | $6.6M | 2 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Jacob Timothy Carver · Chief Executive Officercontrolsince 06/2016 · owns less than 5%
- Robert Charles Falck · Chief Operating Officercontrolsince 09/2021 · owns less than 5%
- Rajiv Jain · Chief Investment Officercontrolsince 06/2016 · owns less than 5%
- Brasher Melodie Zakaluk · Chief Financial Officercontrolsince 09/2021 · owns less than 5%
- Rajiv Jain · Membercontrolsince 05/2016 · owns 50% to 75% of Qvft, LLC
- Salvatore Digangi · Chief Compliance Officersince 11/2020 · owns less than 5%
- Harrison Frederick Sherley · General Counselsince 01/2020 · owns less than 5%
Entity owners
- Gqg Partners Inc. · Memberdirect · owns 75% or more
- Qvft, LLC · Limited Partnerindirect · owns 50% to 75% of Gqg Partners Inc.
Related persons
Schedule D 7.A
- Gqg Partners Ltdinvestment advisery
- Gqg Private Capital Solutions LLCinvestment adviseryRAUM $267M
Advisers that list Gqg Partners as a related person
- 332231 y
Offices
Schedule D 1.F, the 25 largest
- New York City, NY10 employees
- Al Maryah Island, Abu Dhabi, United Arab Emirates2 employees
- Seattle, WA1 employees
What changed
consecutive filings, newest first
- Accounts · 5,114 to 6,445Jan 26, 2026 to Mar 30, 2026
- Advisory employees · 21 to 22Jan 26, 2026 to Mar 30, 2026
- BD registered reps · 36 to 37Jan 26, 2026 to Mar 30, 2026
- Corporate clients · 16 to 23Jan 26, 2026 to Mar 30, 2026
- Individual clients · 5,007 to 6,332Jan 26, 2026 to Mar 30, 2026
- Pooled vehicle clients · 43 to 44Jan 26, 2026 to Mar 30, 2026
- Assets in custody · $14B to $15BJan 26, 2026 to Mar 30, 2026
- Employees · 220 to 227Jan 26, 2026 to Mar 30, 2026
- Discretionary RAUM · $149B to $160BJan 26, 2026 to Mar 30, 2026
- Individual RAUM · $1.0B to $1.4BJan 26, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $4.2B to $4.3BJan 26, 2026 to Mar 30, 2026
- Pension RAUM · $2.3B to $1.6BJan 26, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $45B to $49BJan 26, 2026 to Mar 30, 2026
- RAUM · $153B to $164BJan 26, 2026 to Mar 30, 2026
- Wrap assets (manager) · $4.6B to $5.0BJan 26, 2026 to Mar 30, 2026
- Financial planning clients · unset to Mar 27, 2025 to Jul 11, 2025
- Employees · 189 to 220Oct 7, 2024 to Mar 27, 2025
- Accounts · 727 to 5,114Oct 7, 2024 to Mar 27, 2025
- Advisory employees · 24 to 21Oct 7, 2024 to Mar 27, 2025
- Advisory activities · 3 to 4Oct 7, 2024 to Mar 27, 2025
- BD registered reps · 33 to 36Oct 7, 2024 to Mar 27, 2025
- Charity clients · 0 to 2Oct 7, 2024 to Mar 27, 2025
- Corporate clients · 9 to 16Oct 7, 2024 to Mar 27, 2025
- Individual clients · 631 to 5,007Oct 7, 2024 to Mar 27, 2025
- Pension plan clients · 6 to 9Oct 7, 2024 to Mar 27, 2025
- Pooled vehicle clients · 42 to 43Oct 7, 2024 to Mar 27, 2025
- Assets in custody · $13B to $14BOct 7, 2024 to Mar 27, 2025
- Discretionary RAUM · $119B to $149BOct 7, 2024 to Mar 27, 2025
- Individual RAUM · $159M to $1.0BOct 7, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $1.3B to $4.2BOct 7, 2024 to Mar 27, 2025
- Pension RAUM · $1.5B to $2.3BOct 7, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $38B to $45BOct 7, 2024 to Mar 27, 2025
- RAUM · $121B to $153BOct 7, 2024 to Mar 27, 2025
- Wrap assets (manager) · $1.1B to $4.6BOct 7, 2024 to Mar 27, 2025
- Accounts · 101 to 727Oct 27, 2023 to Mar 28, 2024
- BD registered reps · 25 to 33Oct 27, 2023 to Mar 28, 2024
- Corporate clients · 23 to 9Oct 27, 2023 to Mar 28, 2024
- Individual clients · 0 to 631Oct 27, 2023 to Mar 28, 2024
- Pooled vehicle clients · 44 to 42Oct 27, 2023 to Mar 28, 2024
- Assets in custody · $10B to $13BOct 27, 2023 to Mar 28, 2024
Signals
16 dated events
- Gqg Partners reported RAUM $153.0B, up 27% from $120.6B (2024-10-07 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- Gqg Partners reported RAUM $120.6B, up 37% from $88.0B (2023-10-27 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Gqg Partners reported RAUM $91.2B, up 36% from $67.0B (2021-11-04 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Robert Charles Falck (Chief Operating Officer) appeared on Schedule A of Gqg PartnersNov 4, 2021 · Control person joined · fact
- J Gary Bachman (Chief Financial Officer) no longer on Schedule A of Gqg Partners (listed 2021-04-09, absent 2021-11-04)Nov 4, 2021 · Control person left · inference
- Gqg Partners reported RAUM $67.0B, up 121% from $30.3B (2020-11-06 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- J Gary Bachman (Chief Financial Officer) appeared on Schedule A of Gqg PartnersMar 31, 2021 · Control person joined · fact
- Latika Jain (Member) no longer on Schedule A of Gqg Partners (listed 2020-11-06, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Salvatore Digangi (Chief Compliance Officer) appeared on Schedule A of Gqg PartnersNov 6, 2020 · Control person joined · fact
- G Suzanne Chmura (Chief Compliance Officer) no longer on Schedule A of Gqg Partners (listed 2020-03-30, absent 2020-11-06)Nov 6, 2020 · Control person left · inference
- Gqg Partners reported RAUM $30.3B, up 53% from $19.8B (2020-01-08 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- John Gregory Lyons (General Counsel) no longer on Schedule A of Gqg Partners (listed 2019-03-29, absent 2020-01-08)Jan 8, 2020 · Control person left · inference
- Harrison Frederick Sherley (General Counsel) appeared on Schedule A of Gqg PartnersJan 8, 2020 · Control person joined · fact
- Gqg Partners reported RAUM $19.8B, up 63% from $12.2B (2018-10-18 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Gqg Partners reported RAUM $12.2B, up 103% from $6.0B (2017-07-11 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- Gqg Partners filed its initial SEC registration (Form ADV)Apr 19, 2016 · 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
- Firm profile
- linkedin.com/company/gqgpartnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- gqg.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 754-218-5500reportedpublic 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026