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••••••• P•••• C•••••• L••
Latest filing Jul 23, 2026
First filing on the tape Mar 7, 2017 · 23 filings
SEC status approved since Mar 16, 2017
RAUM
$5.7B
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
23
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
44
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$5.7B as of Jul 23, 2026
Mar 26, 2018$1.0B then
HNW client RAUM$0 as of Jul 23, 2026
Mar 26, 2018$0 then
State-registered IARs (5.B.3)0 as of Jul 23, 2026
Mar 26, 20180 then
Employees (5.A)23 as of Jul 23, 2026
Mar 26, 201810 then
Private funds44 as of Jul 23, 2026
Mar 26, 20183 then
RAUM +8.2% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 23, 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
- $128MderivedRAUM 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
- +8.2%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $5.7B, 44 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$5.7B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 44reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.7B for 44 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
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
46 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••••• P•••• C•••••• P••••••• •••••• P••••••• A• L• | Private Equity Fund | $887M | 12 | Mar 28, 2024 |
| G••••••• P•••• C•••••• P••••••• I• L• | Private Equity Fund | $670M | 40 | Mar 31, 2021 |
| G••••••• P•••• C•••••• P••••••• P••••••••• L• | Private Equity Fund | $469M | 10 | Mar 26, 2018 |
| G••••••• P•••• C•••••• P••••••• •••••• L• | Private Equity Fund | $313M | 27 | Mar 28, 2024 |
| G••••••• P•••• C•••••• P••••••• L• | Private Equity Fund | $275M | 50 | Mar 26, 2018 |
| G••••••• P•••• C•••••• P••••••• P••••••••• I• L• | Private Equity Fund | $272M | 1 | Mar 31, 2021 |
| G••••••• P•••• C•••••• P••••••• P••••••••• I• L• | Private Equity Fund | $264M | 13 | Mar 31, 2021 |
| G•• P••••••• I• C•••••••• A• L• | Private Equity Fund | $161M | 3 | Mar 30, 2022 |
| G•• I••••• P••••••• S•• C•••••••• •••••• B• L• | Private Equity Fund | $135M | 3 | Mar 30, 2023 |
| G•• I••••• P••••••• S•• C•••••••• •••••• A• L• | Private Equity Fund | $135M | 3 | Mar 30, 2023 |
| G••••• •••••••• L• | Private Equity Fund | $117M | 10 | Mar 31, 2021 |
| G••••• ••••••• P••••••• A• L• | Private Equity Fund | $107M | 8 | Mar 30, 2022 |
| G•• I••••• P••••••• S•• 2••• L• | Private Equity Fund | $98.8M | 4 | Mar 30, 2023 |
| G•••••• P••••••• L• | Private Equity Fund | $90.2M | 1 | Mar 26, 2018 |
| G••••• •••••••• L• | Private Equity Fund | $86.9M | 7 | Mar 30, 2022 |
| G•• I••••• P••••••• S•• 2••• L• | Private Equity Fund | $76.0M | 4 | Mar 30, 2022 |
| G••••• •••••••• L• | Private Equity Fund | $71.1M | 5 | Apr 1, 2019 |
| G••••• •••• L• I•• L• | Private Equity Fund | $66.7M | 2 | Mar 30, 2023 |
| G••••• ••••• L• | Private Equity Fund | $56.1M | 6 | Mar 31, 2021 |
| G••••• •••••••• L• | Private Equity Fund | $53.1M | 5 | Mar 30, 2022 |
| G••••• •••••••• L• | Private Equity Fund | $49.0M | 5 | Mar 30, 2020 |
| G••••• •••••••• I• L• | Private Equity Fund | $34.1M | 3 | Mar 30, 2022 |
| G••••• •••••••• L• | Private Equity Fund | $30.6M | 6 | Mar 28, 2024 |
| G••••• ••••••• L• | Private Equity Fund | $24.8M | 7 | Mar 30, 2022 |
| G••••• ••••• L• | Private Equity Fund | $21.4M | 2 | Mar 31, 2021 |
| G••••• •••••••• L• | Private Equity Fund | $20.9M | 1 | Mar 28, 2024 |
| G••••• •••••••• L• | Private Equity Fund | $19.9M | 5 | Mar 30, 2023 |
| G••••••••• •••••••• L• | Private Equity Fund | $18.2M | 1 | Mar 30, 2023 |
| G••••• •••••••• L• | Private Equity Fund | $17.8M | 8 | Mar 31, 2021 |
| G••••• ••••••••• L• | Private Equity Fund | $14.5M | 4 | Mar 30, 2023 |
| G••••• I••••• ••••• L• | Private Equity Fund | $13.7M | 3 | Mar 30, 2023 |
| G•• P••••••• I• C•••••••• ••••••••• L• | Private Equity Fund | $10.6M | 2 | Mar 30, 2023 |
| G•••••• •••••••• L• | Private Equity Fund | $10.4M | 1 | Mar 30, 2023 |
| G••••• •••••••• L• | Private Equity Fund | $10.2M | 1 | Mar 31, 2021 |
| G•• P••••••• C••••••••• •••••• L• | Private Equity Fund | $8.3M | 11 | Apr 1, 2019 |
| G••••• ••••••••• L• | Private Equity Fund | $6.1M | 2 | Apr 1, 2019 |
| G•• P••••••• I••••••••• •••••••• L• | Private Equity Fund | $5.6M | 9 | Mar 30, 2023 |
| G•• I••••• P••••••• C••••••••• ••••• L• | Private Equity Fund | $5.5M | 2 | Mar 30, 2023 |
| G••••• •••••• L• | Private Equity Fund | $5.4M | 4 | Apr 1, 2019 |
| G•• P••••••• C••••••••• ••••• 2• L•• | Private Equity Fund | $4.2M | 3 | Apr 1, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• M••••••• B•••••• · Managing Partnercontrolsince 01/2017 · owns less than 5%
- C••••• J•••• · Chief Operating Officer And Chief Financial Officercontrolsince 05/2017 · owns less than 5%
- S••••• L••••• A••••• · Managing Partnercontrolsince 01/2017 · owns less than 5%
- S•••••••• K•••••••• M• · General Counsel And Chief Compliance Officercontrolsince 08/2021 · owns less than 5%
- B•••••• M••••••• B•••••• · Managercontrolsince 01/2017 · owns 50% to 75% of G••••••• P•••• ••• L••
- B•••••• M••••••• B•••••• · Limited Partnercontrolsince 01/2017 · owns 25% to 50% of G••••••• P•••• L•
- S••••• L••••• A••••• · Limited Partnercontrolsince 01/2017 · owns 25% to 50% of G••••••• P•••• L•
- S••••• L••••• A••••• · Managercontrolsince 01/2017 · owns 50% to 75% of G••••••• P•••• ••• L••
Entity owners
- B•• ••••••••• H••••••• L•• · Memberdirect · owns less than 5%
- G••••••• P•••• L• · Managing Memberdirect · owns 75% or more
- B•••••••• F•••••••• M••••••••• I•• · Memberindirect · owns 75% or more of Blk (G•••••••) Holdings, LLC
- B•••••••• H••••• 2• I••• · Shareholderindirect · owns 75% or more of B•••••••• F•••••••• M••••••••• I••.
- B••••••••• I••• · Shareholderindirect · owns 75% or more of B•••••••• H••••• 2• I••• · public reporting company
- G••••••• P•••• ••• L•• · General Partnerindirect · owns F of G••••••• P•••• L•
Related persons
Schedule D 7.A
- G•• P••••••• •••••• G• L••pooled vehicle sponsory
- G•• P••••••• G• L••pooled vehicle sponsory
- G•• P••••••• I• G• L••pooled vehicle sponsory
- G•• P••••••• I••••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 46 to 44Jun 16, 2025 to Mar 31, 2026
- Corporate clients · 1 to 0Jun 16, 2025 to Mar 31, 2026
- Pooled vehicle clients · 45 to 44Jun 16, 2025 to Mar 31, 2026
- Assets in custody · $4.9B to $5.7BJun 16, 2025 to Mar 31, 2026
- Employees · 24 to 23Jun 16, 2025 to Mar 31, 2026
- Private funds · 45 to 44Jun 16, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.9B to $5.7BJun 16, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $323M to $0Jun 16, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.9B to $5.7BJun 16, 2025 to Mar 31, 2026
- RAUM · $5.2B to $5.7BJun 16, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 16, 2025
- Advisory employees · 15 to 13Jun 25, 2024 to Mar 28, 2025
- Pooled vehicle clients · 43 to 45Jun 25, 2024 to Mar 28, 2025
- Assets in custody · $4.7B to $4.9BJun 25, 2024 to Mar 28, 2025
- Private funds · 43 to 45Jun 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.7B to $4.9BJun 25, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $416M to $323MJun 25, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.7B to $4.9BJun 25, 2024 to Mar 28, 2025
- RAUM · $5.2B to $5.2BJun 25, 2024 to Mar 28, 2025
- Accounts · 45 to 46Jun 25, 2024 to Mar 28, 2025
- Other offices · 1 to 0Mar 28, 2024 to Apr 18, 2024
- Accounts · 44 to 45Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 18 to 15Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 42 to 43Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $3.3B to $4.7BMar 30, 2023 to Mar 28, 2024
- Employees · 26 to 24Mar 30, 2023 to Mar 28, 2024
- Private funds · 42 to 43Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.4B to $4.7BMar 30, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $487M to $416MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.3B to $4.7BMar 30, 2023 to Mar 28, 2024
- RAUM · $3.8B to $5.2BMar 30, 2023 to Mar 28, 2024
- Accounts · 32 to 44Sep 13, 2022 to Mar 30, 2023
- Pooled vehicle clients · 30 to 42Sep 13, 2022 to Mar 30, 2023
- Assets in custody · $2.6B to $3.3BSep 13, 2022 to Mar 30, 2023
- Employees · 25 to 26Sep 13, 2022 to Mar 30, 2023
- Private funds · 30 to 42Sep 13, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.6B to $3.4BSep 13, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $961M to $487MSep 13, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $2.4B to $3.3BSep 13, 2022 to Mar 30, 2023
- RAUM · $3.5B to $3.8BSep 13, 2022 to Mar 30, 2023
Signals
5 dated events
- G••••••• P•••• C•••••• L•• reported RAUM $5.2B, up 34% from $3.8B (2023-03-30 to 2024-03-28)Mar 28, 2024 · ria raum c••••e · derived
- M K••••••• S••••••• (General Counsel And Chief Compliance Officer) appeared on Schedule A of G••••••• P•••• C•••••• L••Oct 20, 2021 · Control person joined · fact
- G••••••• P•••• C•••••• L•• reported RAUM $2.8B, up 125% from $1.3B (2020-11-20 to 2021-03-31)Mar 31, 2021 · ria raum c••••e · derived
- G••••••• P•••• C•••••• L•• reported RAUM $1.0B, up 153% from $400.0M (2017-06-28 to 2018-03-26)Mar 26, 2018 · ria raum c••••e · derived
- G••••••• P•••• C•••••• L•• filed its initial SEC registration (Form ADV)Mar 7, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••••••• P•••• C•••••• L•• · Independent Sponsorsshared crd · capital_provider
- G••••••• P•••• C•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- gallatinpoint.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-742-0200reportedpublic record, Form ADV, Jul 23, 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