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••••• P•••••••••

Asset manager (funds and pooled vehicles)Seattle, WashingtonCRD 300844SEC 801-115266websiteIAPD
Latest filing Sep 26, 2025
First filing on the tape Apr 11, 2019 · 15 filings
SEC status approved since Jun 14, 2019
RAUM
$221M
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
25 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
6
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$221M as of Sep 26, 2025
Oct 1, 2019$179M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Sep 26, 2025
Oct 1, 20190 then
Employees (5.A)42 as of Sep 26, 2025
Oct 1, 201932 then
Private funds6 as of Sep 26, 2025
Oct 1, 20194 then
RAUM +7.2% over the last fiscal year+0.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 26, 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
$36.8MderivedRAUM 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
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
+3.5%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, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$219M, 6 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 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)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$221M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$219M for 6 clientsreported
Compensation
% of AUMreported
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
      7 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • C•••••• M•••• A••• · Presidentcontrol
        since 02/2024 · owns less than 5%
      • G•••••• M••••••• T••••• · Ceocontrol
        since 07/2024 · owns less than 5%
      • M•••• M•••• · General Counsel & Chief Compliance Officercontrol
        since 01/2018 · owns less than 5%
      • M•••••• M•••••• · Vice President, Finance & Administration
        since 06/2018 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      • Bogota, Colombia7 employees
      • Nairobi, Kenya4 employees
      What changed
      consecutive filings, newest first
      • Assets in custody · $194M to $219M
        Sep 27, 2024 to Sep 26, 2025
      • Employees · 37 to 42
        Sep 27, 2024 to Sep 26, 2025
      • Financial planning clients · unset to
        Sep 27, 2024 to Sep 26, 2025
      • Discretionary RAUM · $214M to $221M
        Sep 27, 2024 to Sep 26, 2025
      • Pooled vehicle RAUM · $214M to $221M
        Sep 27, 2024 to Sep 26, 2025
      • RAUM · $214M to $221M
        Sep 27, 2024 to Sep 26, 2025
      • Accounts · 7 to 6
        Sep 28, 2023 to Sep 27, 2024
      • Pooled vehicle clients · 7 to 6
        Sep 28, 2023 to Sep 27, 2024
      • Assets in custody · $183M to $194M
        Sep 28, 2023 to Sep 27, 2024
      • Private funds · 7 to 6
        Sep 28, 2023 to Sep 27, 2024
      • Discretionary RAUM · $206M to $214M
        Sep 28, 2023 to Sep 27, 2024
      • Pooled vehicle RAUM · $206M to $214M
        Sep 28, 2023 to Sep 27, 2024
      • RAUM · $206M to $214M
        Sep 28, 2023 to Sep 27, 2024
      • Accounts · 5 to 7
        Sep 28, 2022 to Sep 28, 2023
      • Pooled vehicle clients · 5 to 7
        Sep 28, 2022 to Sep 28, 2023
      • Assets in custody · $172M to $183M
        Sep 28, 2022 to Sep 28, 2023
      • Employees · 35 to 37
        Sep 28, 2022 to Sep 28, 2023
      • Private funds · 5 to 7
        Sep 28, 2022 to Sep 28, 2023
      • Discretionary RAUM · $223M to $206M
        Sep 28, 2022 to Sep 28, 2023
      • Pooled vehicle RAUM · $223M to $206M
        Sep 28, 2022 to Sep 28, 2023
      • RAUM · $223M to $206M
        Sep 28, 2022 to Sep 28, 2023
      • Assets in custody · $167M to $172M
        Aug 2, 2022 to Sep 28, 2022
      • Assets in custody · $184M to $167M
        Sep 29, 2021 to Jul 29, 2022
      • Discretionary RAUM · $217M to $223M
        Sep 29, 2021 to Jul 29, 2022
      • Pooled vehicle RAUM · $217M to $223M
        Sep 29, 2021 to Jul 29, 2022
      • RAUM · $217M to $223M
        Sep 29, 2021 to Jul 29, 2022
      • Accounts · 4 to 5
        Sep 29, 2020 to Sep 29, 2021
      • Pooled vehicle clients · 4 to 5
        Sep 29, 2020 to Sep 29, 2021
      • Private funds · 4 to 5
        Sep 29, 2020 to Sep 29, 2021
      • Discretionary RAUM · $184M to $217M
        Sep 29, 2020 to Sep 29, 2021
      • Pooled vehicle RAUM · $184M to $217M
        Sep 29, 2020 to Sep 29, 2021
      • RAUM · $184M to $217M
        Sep 29, 2020 to Sep 29, 2021
      • Advisory employees · 23 to 25
        Oct 1, 2019 to Sep 29, 2020
      • Assets in custody · $129M to $184M
        Oct 1, 2019 to Sep 29, 2020
      • Employees · 32 to 35
        Oct 1, 2019 to Sep 29, 2020
      • Discretionary RAUM · $179M to $184M
        Oct 1, 2019 to Sep 29, 2020
      • Pooled vehicle RAUM · $179M to $184M
        Oct 1, 2019 to Sep 29, 2020
      • RAUM · $179M to $184M
        Oct 1, 2019 to Sep 29, 2020
      • Advisory employees · 22 to 23
        May 15, 2019 to Oct 1, 2019
      • Assets in custody · $129M to $129M
        May 15, 2019 to Oct 1, 2019
      Signals
      7 dated events
      • Arthur Frederick Beckett (Ceo) no longer on Schedule A of G••••• P••••••••• (listed 2023-09-28, absent 2024-09-27)
        Sep 27, 2024 · Control person left · inference
      • B C••••• F••••• (Interim Chief Investment Officer) no longer on Schedule A of G••••• P••••••••• (listed 2023-09-28, absent 2024-09-27)
        Sep 27, 2024 · Control person left · inference
      • Thomas M•••••• Galgon (Ceo) appeared on Schedule A of G••••• P•••••••••
        Sep 27, 2024 · Control person joined · fact
      • Alan Mark Coffey (President) appeared on Schedule A of G••••• P•••••••••
        Sep 27, 2024 · Control person joined · fact
      • B C••••• F••••• (Interim Chief Investment Officer) appeared on Schedule A of G••••• P•••••••••
        Sep 28, 2023 · Control person joined · fact
      • Alan Mark Coffey (President & Chief Investment Officer) no longer on Schedule A of G••••• P••••••••• (listed 2022-09-28, absent 2023-09-28)
        Sep 28, 2023 · Control person left · inference
      • G••••• P••••••••• filed its initial SEC registration (Form ADV)
        Apr 11, 2019 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      globalpartnerships.orgreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      206-652-8773reportedpublic record, Form ADV, Sep 26, 2025
      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