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•••••••• C•••••• M••••••••• L•

Asset manager (funds and pooled vehicles)Westport, ConnecticutCRD 285081SEC 801-108389websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Sep 6, 2016 · 22 filings
SEC status approved since Sep 9, 2016
RAUM
$5.1B
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
81
49 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
15
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$5.1B as of Mar 31, 2026
Mar 29, 2017$354M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20170 then
Employees (5.A)81 as of Mar 31, 2026
Mar 29, 20179 then
Private funds15 as of Mar 31, 2026
Mar 29, 20173 then
RAUM +37% over the last fiscal year+35% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
$343MderivedRAUM 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
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+37%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
$5.1B, 15 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$5.1B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
15reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$5.1B for 15 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=0.0derived
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
      12 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • W•••••• B•••• D•••• · Founder And Ceocontrol
        since 10/2015 · owns 75% or more
      • L•••••• A•••••• S••• · General Counsel And Chief Compliance Officer
        since 02/2024 · owns less than 5%
      • T•••••• J•••• J••••• · Chief Operating Officer
        since 01/2021 · owns less than 5%
      Related persons
      Schedule D 7.A
      • G•••••••• C•••••• E•••••••• G• I• L••
        pooled vehicle sponsorn
      • G•••••••• C•••••• E•••••••• G• I•• L••
        pooled vehicle sponsorn
      • G•••••••• C•••••• E•••••••• G• I••• L••
        pooled vehicle sponsorn
      • G•••••••• C•••••• G•••••• G•• L•
        pooled vehicle sponsorn
      • G•••••••• C•••••• G• I• L•
        pooled vehicle sponsorn
      • G•••••••• C•••••• G• I•• L•
        pooled vehicle sponsorn
      • G•••••••• C•••••• G• I••• L•
        pooled vehicle sponsorn
      • G•••••••• G••••• S•••••••• G• I• L•
        pooled vehicle sponsorn
      • R••••••••• C••••••• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • Los Angeles, CA6 employees
      What changed
      consecutive filings, newest first
      • Accounts · 12 to 15
        Jan 9, 2026 to Mar 31, 2026
      • Pooled vehicle clients · 12 to 15
        Jan 9, 2026 to Mar 31, 2026
      • Assets in custody · $3.7B to $5.1B
        Jan 9, 2026 to Mar 31, 2026
      • Employees · 69 to 81
        Jan 9, 2026 to Mar 31, 2026
      • Private funds · 12 to 15
        Jan 9, 2026 to Mar 31, 2026
      • Discretionary RAUM · $3.7B to $5.1B
        Jan 9, 2026 to Mar 31, 2026
      • Pooled vehicle RAUM · $3.7B to $5.1B
        Jan 9, 2026 to Mar 31, 2026
      • RAUM · $3.7B to $5.1B
        Jan 9, 2026 to Mar 31, 2026
      • Accounts · 13 to 12
        Sep 25, 2025 to Jan 9, 2026
      • Business name · G•••••••• C•••••• M••••••••• L•• to G•••••••• C•••••• M••••••••• L•
        Sep 25, 2025 to Jan 9, 2026
      • Pooled vehicle clients · 13 to 12
        Sep 25, 2025 to Jan 9, 2026
      • Assets in custody · $3.8B to $3.7B
        Sep 25, 2025 to Jan 9, 2026
      • Legal name · G•••••••• C•••••• M••••••••• L•• to G•••••••• C•••••• M••••••••• L•
        Sep 25, 2025 to Jan 9, 2026
      • Organization form · Limited Liability Company to Limited Partnership
        Sep 25, 2025 to Jan 9, 2026
      • Private funds · 13 to 12
        Sep 25, 2025 to Jan 9, 2026
      • Discretionary RAUM · $3.8B to $3.7B
        Sep 25, 2025 to Jan 9, 2026
      • Pooled vehicle RAUM · $3.8B to $3.7B
        Sep 25, 2025 to Jan 9, 2026
      • RAUM · $3.8B to $3.7B
        Sep 25, 2025 to Jan 9, 2026
      • Accounts · 12 to 13
        Oct 10, 2024 to Mar 29, 2025
      • Advisory employees · 42 to 49
        Oct 10, 2024 to Mar 29, 2025
      • Pooled vehicle clients · 12 to 13
        Oct 10, 2024 to Mar 29, 2025
      • Assets in custody · $4.1B to $3.8B
        Oct 10, 2024 to Mar 29, 2025
      • Employees · 64 to 69
        Oct 10, 2024 to Mar 29, 2025
      • Financial planning clients · unset to
        Oct 10, 2024 to Mar 29, 2025
      • Private funds · 12 to 13
        Oct 10, 2024 to Mar 29, 2025
      • Discretionary RAUM · $4.1B to $3.8B
        Oct 10, 2024 to Mar 29, 2025
      • Pooled vehicle RAUM · $4.1B to $3.8B
        Oct 10, 2024 to Mar 29, 2025
      • RAUM · $4.1B to $3.8B
        Oct 10, 2024 to Mar 29, 2025
      • Accounts · 11 to 12
        Feb 2, 2024 to Mar 29, 2024
      • Advisory employees · 40 to 42
        Feb 2, 2024 to Mar 29, 2024
      • Pooled vehicle clients · 11 to 12
        Feb 2, 2024 to Mar 29, 2024
      • Assets in custody · $2.1B to $4.1B
        Feb 2, 2024 to Mar 29, 2024
      • Employees · 52 to 64
        Feb 2, 2024 to Mar 29, 2024
      • Other offices · 3 to 1
        Feb 2, 2024 to Mar 29, 2024
      • Discretionary RAUM · $2.1B to $4.1B
        Feb 2, 2024 to Mar 29, 2024
      • Pooled vehicle RAUM · $2.1B to $4.1B
        Feb 2, 2024 to Mar 29, 2024
      • RAUM · $2.1B to $4.1B
        Feb 2, 2024 to Mar 29, 2024
      • Accounts · 9 to 11
        Jun 7, 2022 to Mar 31, 2023
      • Advisory employees · 25 to 40
        Jun 7, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 9 to 11
        Jun 7, 2022 to Mar 31, 2023
      Signals
      7 dated events
      • G•••••••• C•••••• M••••••••• L• reported RAUM $5.1B, up 39% from $3.7B (2026-01-09 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      • G•••••••• C•••••• M••••••••• L• reported RAUM $4.1B, up 96% from $2.1B (2024-02-02 to 2024-03-29)
        Mar 29, 2024 · RAUM change · derived
      • Phillip Malcolm Appelbaum (Chief Compliance Officer, Chief Financial Officer And Managing Director) no longer on Schedule A of G•••••••• C•••••• M••••••••• L• (listed 2023-05-01, absent 2024-02-02)
        Feb 2, 2024 · Control person left · inference
      • G•••••••• C•••••• M••••••••• L• reported RAUM $2.0B, up 58% from $1.2B (2021-11-01 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • G•••••••• C•••••• M••••••••• L• reported RAUM $1.2B, up 146% from $505.4M (2020-03-30 to 2021-03-30)
        Mar 30, 2021 · RAUM change · derived
      • G•••••••• C•••••• M••••••••• L• reported RAUM $505.4M, up 27% from $396.4M (2019-03-27 to 2020-03-30)
        Mar 30, 2020 · RAUM change · derived
      • G•••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Sep 6, 2016 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/gemspring-capitalreportedpublic record, Form ADV, Sep 18, 2026
      Website
      gemspring.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      (203) 842-8886reportedpublic record, Form ADV, Mar 31, 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