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•••••• E••••• H••••••• L•
Latest filing Mar 24, 2026
First filing on the tape Jan 31, 2018 · 12 filings
SEC status approved since Mar 1, 2018
RAUM
$310M
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
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$310M as of Mar 24, 2026
Mar 29, 2019$238M then
HNW client RAUM$0 as of Mar 24, 2026
Mar 29, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 24, 2026
Mar 29, 20190 then
Employees (5.A)3 as of Mar 24, 2026
Mar 29, 20193 then
Private funds3 as of Mar 24, 2026
Mar 29, 20193 then
RAUM -0.4% over the last fiscal year+41% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 24, 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
- $103MderivedRAUM 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
- -0.4%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
- $310M, 3 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
- 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 testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$310M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $310M for 3 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=true 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•••••• E••••• P••••••• M••••• F••• L• | Hedge Fund | $161M | 35 | Mar 27, 2017 |
| G•••••• E••••• P••••••• L• | Hedge Fund | $65.7M | 30 | Mar 27, 2017 |
| G•••••• E••••• P••••••• O••••••• L•• | Hedge Fund | $56.7M | 4 | Mar 27, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• A•••••• J•••• · Principal, Managing Partner, Portfolio Manager And Managing Member Of G•••••• Partnercontrolsince 09/2016 · owns 75% or more
- K••••••••• E••••••••• A••• · Chief Operating Officer, Chief Compliance Officer, Chief Financial Officercontrolsince 11/2016 · owns less than 5%
- B•••••• A•••••• J•••• · Managing Membercontrolsince 09/2016 · owns 75% or more of G•••••• E••••• H••••••• G• L••
Entity owners
- G•••••• E••••• H••••••• G• L•• · G•••••• Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- G•••••• E••••• H••••••• G• L••y
- G•••••• E••••• P••••••• G• L••n
- G•••••• E••••• P••••••• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $312M to $310MMar 27, 2025 to Mar 24, 2026
- Discretionary RAUM · $312M to $310MMar 27, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $312M to $310MMar 27, 2025 to Mar 24, 2026
- RAUM · $312M to $310MMar 27, 2025 to Mar 24, 2026
- Assets in custody · $161M to $312MDec 9, 2024 to Mar 27, 2025
- Financial planning clients · unset to Dec 9, 2024 to Mar 27, 2025
- Discretionary RAUM · $161M to $312MDec 9, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $161M to $312MDec 9, 2024 to Mar 27, 2025
- RAUM · $161M to $312MDec 9, 2024 to Mar 27, 2025
- Assets in custody · $112M to $161MMar 31, 2023 to Mar 25, 2024
- Discretionary RAUM · $112M to $161MMar 31, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $112M to $161MMar 31, 2023 to Mar 25, 2024
- RAUM · $112M to $161MMar 31, 2023 to Mar 25, 2024
- Advisory employees · 2 to 1Mar 23, 2022 to Mar 31, 2023
- Assets in custody · $278M to $112MMar 23, 2022 to Mar 31, 2023
- Employees · 4 to 3Mar 23, 2022 to Mar 31, 2023
- Discretionary RAUM · $278M to $112MMar 23, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $278M to $112MMar 23, 2022 to Mar 31, 2023
- RAUM · $278M to $112MMar 23, 2022 to Mar 31, 2023
- Advisory employees · 1 to 2Mar 26, 2021 to Mar 23, 2022
- Assets in custody · $321M to $278MMar 26, 2021 to Mar 23, 2022
- Employees · 3 to 4Mar 26, 2021 to Mar 23, 2022
- Discretionary RAUM · $321M to $278MMar 26, 2021 to Mar 23, 2022
- Pooled vehicle RAUM · $321M to $278MMar 26, 2021 to Mar 23, 2022
- RAUM · $321M to $278MMar 26, 2021 to Mar 23, 2022
- Assets in custody · $254M to $321MMar 27, 2020 to Mar 26, 2021
- Discretionary RAUM · $254M to $321MMar 27, 2020 to Mar 26, 2021
- Pooled vehicle RAUM · $254M to $321MMar 27, 2020 to Mar 26, 2021
- RAUM · $254M to $321MMar 27, 2020 to Mar 26, 2021
- Assets in custody · $238M to $254MJun 14, 2019 to Mar 27, 2020
- Discretionary RAUM · $238M to $254MJun 14, 2019 to Mar 27, 2020
- Pooled vehicle RAUM · $238M to $254MJun 14, 2019 to Mar 27, 2020
- RAUM · $238M to $254MJun 14, 2019 to Mar 27, 2020
- Assets in custody · $242M to $238MMar 27, 2018 to Mar 29, 2019
- Discretionary RAUM · $242M to $238MMar 27, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $242M to $238MMar 27, 2018 to Mar 29, 2019
- RAUM · $242M to $238MMar 27, 2018 to Mar 29, 2019
- Assets in custody · $244M to $242MJan 31, 2018 to Mar 27, 2018
- Private funds · 6 to 3Jan 31, 2018 to Mar 27, 2018
- Discretionary RAUM · $244M to $242MJan 31, 2018 to Mar 27, 2018
Signals
3 dated events
- G•••••• E••••• H••••••• L• reported RAUM $311.8M, up 94% from $160.9M (2024-12-09 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- G•••••• E••••• H••••••• L• reported RAUM $111.8M, down 60% from $277.7M (2022-03-23 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- G•••••• E••••• H••••••• L• filed its initial SEC registration (Form ADV)Jan 31, 2018 · 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
- GEHOLDINGS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-813-9212reportedpublic record, Form ADV, Mar 24, 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