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• S•••••• E••••• M••••••••• L•
Latest filing Mar 30, 2026
First filing on the tape Jan 11, 2018 · 16 filings
SEC status approved since Feb 8, 2018
RAUM
$6.6B
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
42
38 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
16
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$6.6B as of Mar 30, 2026
Mar 30, 2019$382M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20190 then
Employees (5.A)42 as of Mar 30, 2026
Mar 30, 20198 then
Private funds16 as of Mar 30, 2026
Mar 30, 201952 then
RAUM +74% over the last fiscal year+35% 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
- $412MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +74%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
- otherreportedItem 5.G
- Custody
- $6.6B, 16 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$6.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.6B for 16 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
132 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G• S•••••• V• S••• | Private Equity Fund | $816M | 405 | Mar 31, 2022 |
| G• S•••••• V• L• | Private Equity Fund | $564M | 528 | Apr 2, 2021 |
| G• S•••••• O••••••••• F••• V• L•• | Private Equity Fund | $389M | 382 | Mar 31, 2022 |
| G• S•••••• V•• L• | Private Equity Fund | $274M | 363 | Mar 31, 2023 |
| G• S•••••• V•• S••• | Private Equity Fund | $262M | 172 | Mar 31, 2023 |
| G• S•••••• I•• S••• | Private Equity Fund | $201M | 139 | Mar 31, 2022 |
| G• S•••••• I•• L• | Private Equity Fund | $180M | 85 | Jan 11, 2018 |
| G• S•••••• O••••••••• F••• V• L•• | Private Equity Fund | $169M | 312 | Mar 29, 2024 |
| G• S•••••• O••••••••• F••• I• L•• | Private Equity Fund | $124M | 332 | Mar 31, 2022 |
| G• S•••••• O••••••••• I••• | Private Equity Fund | $112M | 36 | Mar 31, 2023 |
| G• S•••••• S•••••• S••••••••• F••• L•• | Private Equity Fund | $81.9M | 20 | Mar 31, 2022 |
| G• S•••••• O••••••••• F••• I• L••• S••••• S••no longer reported | Private Equity Fund | $55.4M | 1 | Mar 31, 2020 |
| G• S•••••• O••••••••• F••• I• L••• S••••• P••no longer reported | Private Equity Fund | $42.2M | 2 | Mar 31, 2020 |
| G• S•••••• O••••••••• F••• I• L••• S••••• P••no longer reported | Private Equity Fund | $40.8M | 61 | Apr 2, 2021 |
| G• S•••••• O••••••••• F••• I• L••• S••••• B•••no longer reported | Private Equity Fund | $40.7M | 1 | Mar 31, 2020 |
| G• S•••••• O••••••••• F••• I• L••• S••••• P••no longer reported | Private Equity Fund | $33.9M | 1 | Mar 30, 2019 |
| G• S•••••• O••••••••• F••• I• L••• S••••• D••no longer reported | Private Equity Fund | $33.8M | 1 | Jun 8, 2018 |
| G• S•••••• O••••••••• F••• I• L••• S••••• B•••no longer reported | Private Equity Fund | $31.9M | 1 | Mar 31, 2020 |
| G• S•••••• O••••••••• F••• I• L••• S••••• I••no longer reported | Private Equity Fund | $31.3M | 1 | Mar 30, 2019 |
| G• S•••••• O••••••••• F••• I• L••• S••••• B•••no longer reported | Private Equity Fund | $29.7M | 49 | Mar 31, 2020 |
| G• S•••••• O••••••••• F••• I• L••• S••••• P••no longer reported | Private Equity Fund | $24.1M | 33 | Mar 30, 2019 |
| G• S•••••• S•••••• S••••••••• F••• L••• S••••• A••no longer reported | Private Equity Fund | $21.4M | 1 | Mar 31, 2020 |
| G• S•••••• O••••••••• F••• I• L••• S••••• P••no longer reported | Private Equity Fund | $20.3M | 1 | Mar 31, 2020 |
| G• S•••••• O••••••••• F••• I• L••• S••••• L••no longer reported | Private Equity Fund | $19.3M | 1 | Mar 30, 2019 |
| G• S•••••• O••••••••• F••• I• L••• S••••• T••no longer reported | Private Equity Fund | $17.1M | 1 | Mar 31, 2020 |
| G• S•••••• O••••••••• F••• I• L••• S••••• B••no longer reported | Private Equity Fund | $15.8M | 22 | Mar 30, 2019 |
| G• S•••••• O••••••••• F••• I• L••• S••••• Q••no longer reported | Private Equity Fund | $15.0M | 42 | Apr 2, 2021 |
| G• S•••••• O••••••••• F••• I• L••• S••••• Y••no longer reported | Private Equity Fund | $12.4M | 15 | Apr 2, 2021 |
| G• S•••••• O••••••••• F••• I• L••• S••••• B•••no longer reported | Private Equity Fund | $11.7M | 1 | Apr 2, 2021 |
| G• S•••••• O••••••••• F••• I• L••• S••••• T••no longer reported | Private Equity Fund | $11.3M | 30 | Apr 2, 2021 |
| G• S•••••• S•••••• S••••••••• F••• L••• S••••• B••no longer reported | Private Equity Fund | $10.3M | 1 | Apr 2, 2021 |
| G• S•••••• O••••••••• F••• I• L••• S••••• A••no longer reported | Private Equity Fund | $9.9M | 15 | Mar 30, 2019 |
| G• S•••••• O••••••••• F••• I• L••• S••••• B••no longer reported | Private Equity Fund | $9.5M | 16 | Jun 8, 2018 |
| G• S•••••• O••••••••• F••• I• L••• S••••• A•••no longer reported | Private Equity Fund | $8.9M | 1 | Apr 2, 2021 |
| G• S•••••• O••••••••• F••• I• L••• S••••• D••no longer reported | Private Equity Fund | $8.7M | 25 | Mar 30, 2019 |
| G• S•••••• O••••••••• F••• V• L••• S••••• A••no longer reported | Private Equity Fund | $8.7M | 38 | Apr 2, 2021 |
| G• S•••••• O••••••••• F••• I• L••• S••••• Q••no longer reported | Private Equity Fund | $8.0M | 16 | Mar 31, 2020 |
| G• S•••••• O••••••••• F••• I• L••• S••••• C••no longer reported | Private Equity Fund | $7.8M | 4 | Jun 8, 2018 |
| G• S•••••• O••••••••• F••• I• L••• S••••• N••no longer reported | Private Equity Fund | $7.5M | 1 | Mar 30, 2019 |
| G• S•••••• O••••••••• F••• I• L••• S••••• D••no longer reported | Private Equity Fund | $7.3M | 1 | Jun 8, 2018 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• L••••• L•• · Managing Partnercontrolsince 05/2017 · owns 50% to 75%
- B•••••• J••••••• D••••• · Chief Legal Officercontrolsince 05/2017 · owns less than 5%
- H•••••• C••••• J••• · Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- H••••• T•••••• L••••••• · Chief Operating Officercontrolsince 02/2020 · owns less than 5%
- H•••••• R••••••• B•••• · Partnersince 12/2019 · owns 5% to 10%
- M•••••• S••••••• C•••••••• · Partnersince 05/2017 · owns 10% to 25%
- M•••••• T••••• W••• · Partnersince 05/2018 · owns 5% to 10%
- R•••••• L••• · Partnersince 05/2017 · owns 5% to 10%
Entity owners
- 9• N•• M••••••••• S••••••• I••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- G• S•••••• E••••• G• I•• L••pooled vehicle sponsorn
- G• S•••••• E••••• G• V• L••pooled vehicle sponsorn
- G• S•••••• E••••• G• V•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA8 employees
- Zurich, Switzerland5 employees
- Miami, FL3 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $3,790,443,796 to $6,597,676,417 (+74.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was +13.0% (631 comparable advisers, 92.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 13 to 16Mar 28, 2025 to Mar 30, 2026
- Advisory employees · 21 to 38Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 13 to 16Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $3.8B to $6.6BMar 28, 2025 to Mar 30, 2026
- Employees · 34 to 42Mar 28, 2025 to Mar 30, 2026
- Private funds · 13 to 16Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.8B to $6.6BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $3.8B to $6.6BMar 28, 2025 to Mar 30, 2026
- RAUM · $3.8B to $6.6BMar 28, 2025 to Mar 30, 2026
- RAUM · $3.1B to $3.8BMar 29, 2024 to Mar 28, 2025
- Accounts · 12 to 13Mar 29, 2024 to Mar 28, 2025
- Advisory employees · 22 to 21Mar 29, 2024 to Mar 28, 2025
- Pooled vehicle clients · 12 to 13Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $3.1B to $3.8BMar 29, 2024 to Mar 28, 2025
- Employees · 37 to 34Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Private funds · 12 to 13Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $3.1B to $3.8BMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $3.1B to $3.8BMar 29, 2024 to Mar 28, 2025
- Accounts · 10 to 12Jan 5, 2024 to Mar 29, 2024
- Advisory employees · 23 to 22Jan 5, 2024 to Mar 29, 2024
- Pooled vehicle clients · 10 to 12Jan 5, 2024 to Mar 29, 2024
- Assets in custody · $2.6B to $3.1BJan 5, 2024 to Mar 29, 2024
- Other offices · 4 to 3Jan 5, 2024 to Mar 29, 2024
- Private funds · 10 to 12Jan 5, 2024 to Mar 29, 2024
- Discretionary RAUM · $2.6B to $3.1BJan 5, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $2.6B to $3.1BJan 5, 2024 to Mar 29, 2024
- RAUM · $2.6B to $3.1BJan 5, 2024 to Mar 29, 2024
- Accounts · 11 to 10Mar 31, 2023 to Jan 5, 2024
- Pooled vehicle clients · 11 to 10Mar 31, 2023 to Jan 5, 2024
- Assets in custody · $2.7B to $2.6BMar 31, 2023 to Jan 5, 2024
- Private funds · 11 to 10Mar 31, 2023 to Jan 5, 2024
- Discretionary RAUM · $2.7B to $2.6BMar 31, 2023 to Jan 5, 2024
- Pooled vehicle RAUM · $2.7B to $2.6BMar 31, 2023 to Jan 5, 2024
- RAUM · $2.7B to $2.6BMar 31, 2023 to Jan 5, 2024
- Accounts · 7 to 11Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 15 to 23Mar 31, 2022 to Mar 31, 2023
- BD registered reps · 1 to 0Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 7 to 11Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $2.7B to $2.7BMar 31, 2022 to Mar 31, 2023
Signals
9 dated events
- G• S•••••• E••••• M••••••••• L• reported RAUM $6.6B, up 74% from $3.8B (2025-03-28 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- L••••••• T••••• H•••• (Chief Operating Officer) appeared on Schedule A of G• S•••••• E••••• M••••••••• L•Mar 29, 2024 · Control person joined · fact
- G• S•••••• E••••• M••••••••• L• reported RAUM $2.7B, up 178% from $986.3M (2021-04-02 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- J••• C•••• H••••• (Chief Compliance Officer) appeared on Schedule A of G• S•••••• E••••• M••••••••• L•Mar 31, 2022 · Control person joined · fact
- G• S•••••• E••••• M••••••••• L• reported RAUM $986.3M, up 46% from $675.6M (2020-03-31 to 2021-04-02)Apr 2, 2021 · RAUM change · derived
- G• S•••••• E••••• M••••••••• L• reported RAUM $675.6M, up 77% from $382.3M (2019-03-30 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
- G• S•••••• E••••• M••••••••• L• reported RAUM $382.3M, up 202% from $126.4M (2018-10-03 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
- G• S•••••• E••••• M••••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)May 21, 2018 · Succession (Item 4) · fact
- G•• E••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jan 11, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G• S•••••• E••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- G• S•••••• E••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/gsquaredequitymanagementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- gsquared.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-552-7160reportedpublic 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