DFX Intelligence

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G•• P••••••• L••

Other adviserSEC-registered1 private funds· Londonwebsite

Other adviser, based in London, reporting $1.7B of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-06-25 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $1.7B
Advisors: 0
RAUM change, 1 year: +179%
Private clients: 11%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-06-25 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

+178.8%
RAUM, one year
RAUM $615M to $1.71B (+178.8%) on the Form ADV filed 25 Jun 2026.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

Every filed figure, and the identifiersCRD 292793 · SEC 801-113227 · 15 filingsShow

CRD 292793SEC 801-113227First filing on the tape Apr 16, 2018, latest Jun 25, 2026SEC status approved since May 16, 2018IAPD

RAUM

$1.7B

reported, Item 5.F

Discretionary

89%

of RAUM

Private clients

11%

$195M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

15 filings and snapshots on the tape

RAUM +76% a year over three years · the tape starts Apr 16, 2018

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$1.7B as of Jun 25, 2026

Jun 4, 2020$8.8M then

HNW client RAUM$195M as of Jun 25, 2026

Mar 18, 2019$0 then

State-registered IARs (5.B.3)0 as of Jun 25, 2026

Mar 18, 20190 then

Employees (5.A)6 as of Jun 25, 2026

Mar 18, 20194 then

Private funds1 as of Jun 25, 2026

Jun 4, 20201 then

RAUM +179% over the last fiscal year+76% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jun 25, 2026; every figure names its basis

The rule behind each archetype, and every derived figureShow

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: $65.0MderivedHNW RAUM over HNW clients
Average account: $114MderivedRAUM over accounts (5.F.2.f)
Discretionary: 89%derivedof RAUM
Institutional: 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 office incl. principal (1.F.5)
RAUM growth, one year: -18%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: +0.0%derived
Compensation: percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
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 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)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

86% pooled investment vehicles, 13% high-net-worth individuals, and 1 other client type

The breakdown by client type, and the client counts3 client typesShow

Pooled investment vehicles$1.3B86%
High-net-worth individuals$195M13%
Insurance companies$16.1M1.1%

Individual clients: n/areported
HNW clients: 3reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 15reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: RAUM: 11% private clients, 76% pooled funds, 1% institutions; no related broker-dealer; no related bankderived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
G•• I••••••••• L•	Other Private Fund	$59.0M	14	Jun 4, 2020

Owners and control persons

Schedule A and B, latest filing

B••••• D••••• S•••• · Managing Member And Chief Compliance Officercontrol
since 04/2018 · owns 5% to 10%
T••••••••• S••••••••• · Managing Membercontrol
since 04/2018 · owns less than 5%
B••••• D••••• S•••• · Managing Membercontrol
since 04/2018 · owns 50% to 75% of G•• P••••••••• L••
T••••••••• S••••••••• · Ownercontrol
since 04/2018 · owns 75% or more of K•••••• I••••••••• E••

Entity owners

G•• P••••••••• L•• · Managing Member
direct · owns 50% to 75%
G•• P••••••••• L•• · Managing Member
indirect · owns F of G•• G•••• P••••••• L••
G•• G•••• P••••••• L•• · Non-Voting Member
direct · owns 10% to 25%
K•••••• I••••••••• E•• · Member
direct · owns 10% to 25%
S••••••• T•• L•• · Member
direct · owns less than 5%

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Corporate clients · 0.0 to unset
Jun 25, 2025 to Jun 25, 2026
Accounts · 11 to 15
Jun 25, 2025 to Jun 25, 2026
Business name · G•• G••••• C••••••••• W••••• L•• to G•• P••••••• L••
Jun 25, 2025 to Jun 25, 2026
Charity clients · 0.0 to unset
Jun 25, 2025 to Jun 25, 2026
Individual clients · 0.0 to unset
Jun 25, 2025 to Jun 25, 2026

Full history · 66 changes

Pension plan clients · 0.0 to unset
Jun 25, 2025 to Jun 25, 2026
Pooled vehicle clients · 2 to 3
Jun 25, 2025 to Jun 25, 2026
Legal name · G•• G••••• C••••••••• W••••• L•• to G•• P••••••• L••
Jun 25, 2025 to Jun 25, 2026
Discretionary RAUM · $317M to $1.5B
Jun 25, 2025 to Jun 25, 2026
HNW RAUM · $209M to $195M
Jun 25, 2025 to Jun 25, 2026
Individual RAUM · 0.0 to unset
Jun 25, 2025 to Jun 25, 2026
Non-discretionary RAUM · $201M to $182M
Jun 25, 2025 to Jun 25, 2026
Pension RAUM · 0.0 to unset
Jun 25, 2025 to Jun 25, 2026
Pooled vehicle RAUM · $84.4M to $1.3B
Jun 25, 2025 to Jun 25, 2026
RAUM · $518M to $1.7B
Jun 25, 2025 to Jun 25, 2026
Accounts · 10 to 11
Apr 8, 2025 to Jun 25, 2025
Employees · 7 to 6
Apr 8, 2025 to Jun 25, 2025
Financial planning clients · unset to
Apr 8, 2025 to Jun 25, 2025
Discretionary RAUM · $269M to $317M
Apr 8, 2025 to Jun 25, 2025
HNW RAUM · $246M to $209M
Apr 8, 2025 to Jun 25, 2025
Non-discretionary RAUM · $237M to $201M
Apr 8, 2025 to Jun 25, 2025
Pooled vehicle RAUM · $68.0M to $84.4M
Apr 8, 2025 to Jun 25, 2025
RAUM · $505M to $518M
Apr 8, 2025 to Jun 25, 2025
HQ state · unset to
Jul 24, 2024 to Apr 8, 2025
Accounts · 8 to 10
Jun 28, 2023 to Jun 19, 2024
Employees · 5 to 7
Jun 28, 2023 to Jun 19, 2024
Discretionary RAUM · $261M to $269M
Jun 28, 2023 to Jun 19, 2024
HNW RAUM · $371M to $246M
Jun 28, 2023 to Jun 19, 2024
Non-discretionary RAUM · $354M to $237M
Jun 28, 2023 to Jun 19, 2024
Pooled vehicle RAUM · $48.5M to $68.0M
Jun 28, 2023 to Jun 19, 2024
RAUM · $615M to $505M
Jun 28, 2023 to Jun 19, 2024
Related broker-dealer · true to false
Jun 28, 2023 to Jun 19, 2024
Accounts · 6 to 8
Jun 29, 2022 to Jun 28, 2023
HNW clients · 2 to 3
Jun 29, 2022 to Jun 28, 2023
Discretionary RAUM · $338M to $261M
Jun 29, 2022 to Jun 28, 2023
HNW RAUM · $14.9M to $371M
Jun 29, 2022 to Jun 28, 2023
Non-discretionary RAUM · $0 to $354M
Jun 29, 2022 to Jun 28, 2023
Pooled vehicle RAUM · $41.6M to $48.5M
Jun 29, 2022 to Jun 28, 2023
RAUM · $338M to $615M
Jun 29, 2022 to Jun 28, 2023
Accounts · 3 to 6
Jun 22, 2021 to Jun 29, 2022
HNW clients · 0 to 2
Jun 22, 2021 to Jun 29, 2022
Discretionary RAUM · $314M to $338M
Jun 22, 2021 to Jun 29, 2022
HNW RAUM · $0 to $14.9M
Jun 22, 2021 to Jun 29, 2022
Pooled vehicle RAUM · $38.8M to $41.6M
Jun 22, 2021 to Jun 29, 2022
RAUM · $314M to $338M
Jun 22, 2021 to Jun 29, 2022
Accounts · 1 to 3
Jun 4, 2020 to Jun 22, 2021
Pooled vehicle clients · 1 to 2
Jun 4, 2020 to Jun 22, 2021
Discretionary RAUM · $8.8M to $314M
Jun 4, 2020 to Jun 22, 2021
Pooled vehicle RAUM · $8.8M to $38.8M
Jun 4, 2020 to Jun 22, 2021
RAUM · $8.8M to $314M
Jun 4, 2020 to Jun 22, 2021
Accounts · unset to 1.0
May 15, 2019 to Jun 4, 2020
Advisory employees · 3 to 4
May 15, 2019 to Jun 4, 2020
Pooled vehicle clients · 0 to 1
May 15, 2019 to Jun 4, 2020
Employees · 4 to 5
May 15, 2019 to Jun 4, 2020
Private funds · unset to 1
May 15, 2019 to Jun 4, 2020
Discretionary RAUM · unset to 8790265.0
May 15, 2019 to Jun 4, 2020
Non-discretionary RAUM · unset to 0.0
May 15, 2019 to Jun 4, 2020
Pooled vehicle RAUM · $0 to $8.8M
May 15, 2019 to Jun 4, 2020
RAUM · unset to 8790265.0
May 15, 2019 to Jun 4, 2020
Accounts · 0.0 to unset
Apr 16, 2018 to Mar 18, 2019
Advisory employees · 5 to 3
Apr 16, 2018 to Mar 18, 2019
Employees · 5 to 4
Apr 16, 2018 to Mar 18, 2019
Discretionary RAUM · 0.0 to unset
Apr 16, 2018 to Mar 18, 2019
HNW RAUM · unset to 0.0
Apr 16, 2018 to Mar 18, 2019
Non-discretionary RAUM · 0.0 to unset
Apr 16, 2018 to Mar 18, 2019
RAUM · 0.0 to unset
Apr 16, 2018 to Mar 18, 2019

Signals

5 dated events

••• Locked
Jun 25, 2026 · RAUM change · derived
••• Locked
Jun 25, 2026 · ria principal change · fact
••• Locked
Jun 25, 2026 · ria ownership band change · fact
••• Locked
Jun 28, 2023 · RAUM change · derived
••• Locked
Apr 16, 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: ••• Lockedreportedpublic record, Form ADV, Jun 25, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Jun 25, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: Other adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Not yet on record: net advisor flow, 12 months.