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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
G•••• C••••••
Legal name G•••• C•••••• L••
Latest filing Mar 25, 2026
First filing on the tape Jul 13, 2017 · 16 filings
SEC status approved since Aug 11, 2017
RAUM
$328M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$164M
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$328M as of Mar 25, 2026
Mar 9, 2018$153M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 25, 2026
Mar 9, 20183 then
Employees (5.A)7 as of Mar 25, 2026
Mar 9, 20186 then
Private funds2 as of Mar 25, 2026
Mar 9, 20182 then
RAUM -11% over the last fiscal year-26% a year over threeIARs 5 to 1
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
- RAUM per advisor
- $164MderivedRAUM 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
- $164MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -11%derivedbetween the last two annual amendments
- Advisor growth, one year
- -80%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.5B, 2 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
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$328M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.5B for 2 clientsreported
- Compensation
- % of AUM, fixedreported
- 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
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- H••••• M••••• D••••••••• to D•••••••• C•••••• A•••• M••••••••• L••Dec 31, 2022 · Other
Joined, latest
- H••••• M••••• D••••••••• from M••••••• W••••• L••Sep 23, 2022 · Other
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•••• M••••• F••• S•• L••• | Other Private Fund | $380M | 534 | Mar 9, 2018 |
| G•••• D••••• S••• L•• | Other Private Fund | $196M | 305 | Mar 4, 2021 |
| G•••• M••••• F••• S••••• L•• | Other Private Fund | $146M | 438 | Jul 13, 2017 |
| G•••• D••••• S••••• L•• | Other Private Fund | $66.2M | 301 | Mar 4, 2021 |
| R•••• F••• L•• | Private Equity Fund | $5.9M | 28 | Mar 15, 2022 |
| G•••• P••••• R••• S••••• L•• | Other Private Fund | $4.8M | 7 | Mar 28, 2023 |
Owners and control persons
Schedule A and B, latest filing
- F••••••••• M•••• R••••• · Managing Member / Chief Compliance Officercontrolsince 02/2015 · owns less than 5%
- G••••••• D••••• N•• · Managing Member / Chief Technology Officercontrolsince 10/2013 · owns 25% to 50%
- F••••••••• M•••• R••••• · Manager Membercontrolsince 02/2015 · owns 50% to 75% of C••••• C••••
- G••••••• D••••• N•• · Managing Membercontrolsince 12/2010 · owns 75% or more of S•••••• Ventures Inc.
- S••••••• A••••••• E•••••• · Managing Membercontrolsince 12/2010 · owns 75% or more of E•• V••••••• C••••
- T•••• E•••••• · Ownercontrolsince 12/2010 · owns 75% or more of A••• Ventures Corporation.
Entity owners
- A••• V••••••• C•••• · Memberdirect · owns 10% to 25%
- C••••• C•••• · Memberdirect · owns 25% to 50%
- E•• V••••••• C•••• · Memberdirect · owns 10% to 25%
- S•••••• V•••••••• I••• · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- S•••• C•••••• L••investment advisernRAUM $380M
Advisers that list G•••• C•••••• as a related person
- 156165 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Miami, FL1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 25, 2026discretionary share of RAUM of 0% against a peer median of 100% (1568 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $100M to $500M (1,568) · 0.0% percentile
- custody status changedChange between filings · filing Mar 25, 2026custody of client assets (Item 9.A): no on the filing of 2025-03-21, yes on the filing of 2026-03-25peers: asset managers, $100M to $500M (1,568)
- advisor count dropChange between filings · filing Mar 25, 2026advisory representatives (Item 5.B.3) moved from 5.0 to 1.0 (-80.0%) between the annual amendments of 2025-03-21 and 2026-03-25; the peer median change was 0.0% (24 comparable advisers, 0.0th percentile of changes)peers: asset managers, $100M to $500M (24) · 0.0% percentile
- discretionary share shiftChange between filings · filing Mar 25, 2026discretionary share of RAUM moved from 100.0% to 0.0% between the annual amendments of 2025-03-21 and 2026-03-25peers: asset managers, $100M to $500M (1,568)
- employee count dropChange between filings · filing Mar 25, 2026employees (Item 5.A) moved from 17.0 to 7.0 (-59.0%) between the annual amendments of 2025-03-21 and 2026-03-25; the peer median change was 0.0% (393 comparable advisers, 2.0th percentile of changes)peers: asset managers, $100M to $500M (393) · 1.5% percentile
What changed
consecutive filings, newest first
- Assets in custody · unset to 3500000000.0Mar 21, 2025 to Mar 25, 2026
- Custody of client assets · false to trueMar 21, 2025 to Mar 25, 2026
- Employees · 17 to 7Mar 21, 2025 to Mar 25, 2026
- State-registered IARs · 5 to 1Mar 21, 2025 to Mar 25, 2026
- Discretionary RAUM · $371M to $0Mar 21, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $0 to $328MMar 21, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $371M to $328MMar 21, 2025 to Mar 25, 2026
- RAUM · $371M to $328MMar 21, 2025 to Mar 25, 2026
- Accounts · 6 to 2Mar 22, 2024 to Mar 21, 2025
- Pooled vehicle clients · 6 to 2Mar 22, 2024 to Mar 21, 2025
- Financial planning clients · unset to Mar 22, 2024 to Mar 21, 2025
- Private funds · 6 to 2Mar 22, 2024 to Mar 21, 2025
- Discretionary RAUM · $0 to $371MMar 22, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $953M to $0Mar 22, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $953M to $371MMar 22, 2024 to Mar 21, 2025
- RAUM · $953M to $371MMar 22, 2024 to Mar 21, 2025
- Employees · 16 to 17Mar 28, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $806M to $953MMar 28, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $806M to $953MMar 28, 2023 to Mar 22, 2024
- RAUM · $806M to $953MMar 28, 2023 to Mar 22, 2024
- Accounts · 5 to 6Mar 22, 2022 to Mar 28, 2023
- Pooled vehicle clients · 5 to 6Mar 22, 2022 to Mar 28, 2023
- Employees · 13 to 16Mar 22, 2022 to Mar 28, 2023
- Private funds · 5 to 6Mar 22, 2022 to Mar 28, 2023
- Non-discretionary RAUM · $656M to $806MMar 22, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $656M to $806MMar 22, 2022 to Mar 28, 2023
- RAUM · $656M to $806MMar 22, 2022 to Mar 28, 2023
- Accounts · 4 to 5May 13, 2021 to Mar 15, 2022
- Advisory employees · 7 to 5May 13, 2021 to Mar 15, 2022
- Pooled vehicle clients · 4 to 5May 13, 2021 to Mar 15, 2022
- Insurance-licensed employees · 2 to 0May 13, 2021 to Mar 15, 2022
- Private funds · 4 to 5May 13, 2021 to Mar 15, 2022
- Non-discretionary RAUM · $445M to $656MMay 13, 2021 to Mar 15, 2022
- Pooled vehicle RAUM · $445M to $656MMay 13, 2021 to Mar 15, 2022
- RAUM · $445M to $656MMay 13, 2021 to Mar 15, 2022
- Accounts · 2 to 4Apr 15, 2020 to Mar 4, 2021
- Advisory employees · 4 to 7Apr 15, 2020 to Mar 4, 2021
- Pooled vehicle clients · 2 to 4Apr 15, 2020 to Mar 4, 2021
- Employees · 11 to 13Apr 15, 2020 to Mar 4, 2021
- Insurance-licensed employees · 4 to 2Apr 15, 2020 to Mar 4, 2021
Signals
6 dated events
- G•••• C•••••• reported RAUM $370.6M, down 61% from $953.4M (2024-03-22 to 2025-03-21)Mar 21, 2025 · RAUM change · derived
- H••••• M••••• D••••••••• left G•••• C•••••• for D•••••••• C•••••• A•••• M••••••••• L•• (registered 2023-05-04)Dec 31, 2022 · Advisor changed firm · fact
- G•••• C•••••• reported RAUM $655.6M, up 47% from $444.8M (2021-05-13 to 2022-03-15)Mar 15, 2022 · RAUM change · derived
- G•••• C•••••• reported RAUM $393.8M, up 44% from $272.9M (2019-03-08 to 2020-03-04)Mar 4, 2020 · RAUM change · derived
- G•••• C•••••• reported RAUM $272.9M, up 79% from $152.7M (2018-06-29 to 2019-03-08)Mar 8, 2019 · RAUM change · derived
- G•••• C•••••• filed its initial SEC registration (Form ADV)Jul 13, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G•••• C•••••• · Independent Sponsorsshared crd · capital_provider
- G•••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/glide-capital-llc/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- G••••PLATFORM.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 305-783-3316reportedpublic record, Form ADV, Mar 25, 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
- $164Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026