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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Former SEC-registered adviser
G•••••• B••••• P••••••• L••
Latest filing Aug 19, 2025
First filing on the tape May 10, 2018 · 15 filings
SEC status approved since Jun 11, 2018
RAUM
$89.8M
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
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$89.8M as of Aug 19, 2025
Mar 29, 2019$160M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 19, 2025
Mar 29, 20190 then
Employees (5.A)6 as of Aug 19, 2025
Mar 29, 20197 then
Private funds1 as of Aug 19, 2025
Mar 29, 20191 then
RAUM -5.7% over the last fiscal year-26% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 19, 2025; 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
- $29.9MderivedRAUM 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
- -5.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- 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
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$89.8M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- fixed, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•••••• B••••• P•••••• E••••• F•••• L••• | Private Equity Fund | $74.1M | 5 | Oct 1, 2018 |
Owners and control persons
Schedule A and B, latest filing
- G•••••• J••••••• P• · Partner / Chief Compliance Officercontrolsince 07/2018 · owns 10% to 25%
- G••••••• M••••••• D•••• · Partnercontrolsince 07/2018 · owns 10% to 25%
- P•••••••• P•••• · Managing Partner / Chief Executive Officercontrolsince 08/2017 · owns 25% to 50%
- W•••••• R•••• T••••• · Partnercontrolsince 07/2018 · owns 10% to 25%
Related persons
Schedule D 7.A
- G•••••• B••••• P••••••• G• I• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4 to 3Mar 25, 2024 to Mar 28, 2025
- Pooled vehicle clients · 4 to 3Mar 25, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $95.2M to $89.8MMar 25, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $95.2M to $89.8MMar 25, 2024 to Mar 28, 2025
- RAUM · $95.2M to $89.8MMar 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $100M to $95.2MMar 30, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $100M to $95.2MMar 30, 2023 to Mar 25, 2024
- RAUM · $100M to $95.2MMar 30, 2023 to Mar 25, 2024
- Advisory employees · 5 to 6Oct 4, 2022 to Mar 30, 2023
- Employees · 5 to 6Oct 4, 2022 to Mar 30, 2023
- Discretionary RAUM · $220M to $100MOct 4, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $220M to $100MOct 4, 2022 to Mar 30, 2023
- RAUM · $220M to $100MOct 4, 2022 to Mar 30, 2023
- Accounts · 3 to 4Apr 9, 2021 to Mar 29, 2022
- Advisory employees · 6 to 5Apr 9, 2021 to Mar 29, 2022
- Pooled vehicle clients · 3 to 4Apr 9, 2021 to Mar 29, 2022
- Employees · 6 to 5Apr 9, 2021 to Mar 29, 2022
- Discretionary RAUM · $179M to $220MApr 9, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $179M to $220MApr 9, 2021 to Mar 29, 2022
- RAUM · $179M to $220MApr 9, 2021 to Mar 29, 2022
- Discretionary RAUM · $177M to $179MMar 25, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $177M to $179MMar 25, 2020 to Mar 31, 2021
- RAUM · $177M to $179MMar 25, 2020 to Mar 31, 2021
- Advisory employees · 7 to 6Aug 9, 2019 to Mar 25, 2020
- Employees · 7 to 6Aug 9, 2019 to Mar 25, 2020
- Discretionary RAUM · $160M to $177MAug 9, 2019 to Mar 25, 2020
- Pooled vehicle RAUM · $160M to $177MAug 9, 2019 to Mar 25, 2020
- RAUM · $160M to $177MAug 9, 2019 to Mar 25, 2020
- Accounts · 4 to 3Oct 1, 2018 to Mar 29, 2019
- Advisory employees · 6 to 7Oct 1, 2018 to Mar 29, 2019
- Business name · R••••• L••• C•••••• P•••••••• L•• to G•••••• B••••• P••••••• L••Oct 1, 2018 to Mar 29, 2019
- Pooled vehicle clients · 4 to 3Oct 1, 2018 to Mar 29, 2019
- Employees · 6 to 7Oct 1, 2018 to Mar 29, 2019
- Legal name · R••••• L••• C•••••• P•••••••• L•• to G•••••• B••••• P••••••• L••Oct 1, 2018 to Mar 29, 2019
- Discretionary RAUM · $151M to $160MOct 1, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $151M to $160MOct 1, 2018 to Mar 29, 2019
- RAUM · $151M to $160MOct 1, 2018 to Mar 29, 2019
- Accounts · unset to 4.0May 10, 2018 to Oct 1, 2018
- Pooled vehicle clients · unset to 4.0May 10, 2018 to Oct 1, 2018
Signals
4 dated events
- G•••••• B••••• P••••••• L•• no longer on the SEC adviser roster (last listed 2026-02-02, RAUM $89.8M)Mar 2, 2026 · Left the SEC roster · derived
- G•••••• B••••• P••••••• L•• reported RAUM $100.3M, down 54% from $220.3M (2022-10-04 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Allen Eric Norfleet (Partner) no longer on Schedule A of G•••••• B••••• P••••••• L•• (listed 2019-04-22, absent 2019-08-09)Aug 9, 2019 · Control person left · inference
- R••••• L••• C•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)May 10, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G•••••• B••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- G•••••• B••••• P••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/granitebridgereportedpublic record, Form ADV, Sep 18, 2026
- Website
- granitebridge.comreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda 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