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•••••••• P•••••••
Legal name G•••••••• P••••••• L•
Latest filing Mar 25, 2026
First filing on the tape Sep 17, 2019 · 13 filings
SEC status approved since Oct 17, 2019
RAUM
$2.1B
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
8
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$2.1B as of Mar 25, 2026
Mar 6, 2020$28.2M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 6, 20200 then
Employees (5.A)8 as of Mar 25, 2026
Mar 6, 20202 then
Private funds7 as of Mar 25, 2026
Mar 6, 20202 then
RAUM +1.7% over the last fiscal year+7.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
- $298MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.7%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
- 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)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•••••••• C•••••••• I•••• L•• | Private Equity Fund | $1.5B | 9 | Mar 30, 2022 |
| G•••••••• C•••••••• I• L• | Private Equity Fund | $290M | 35 | Mar 30, 2022 |
| G•••••••• C•••••••• I•• L• | Private Equity Fund | $84.5M | 56 | Mar 24, 2021 |
| G•••••••• C•••••••• I••••• L• | Private Equity Fund | $51.8M | 29 | Mar 21, 2024 |
| G•••••••• C•••••••• I• L• | Private Equity Fund | $10.3M | 24 | Sep 17, 2019 |
| G•••••••• C•••••••• I• L• | Private Equity Fund | $3,100 | 22 | Mar 30, 2022 |
| G•••••••• C•••••••• I• L• | Private Equity Fund | $2,270 | 9 | Mar 24, 2021 |
| G•••••••• C•••••••• I• L• | Private Equity Fund | $753 | 32 | Sep 17, 2019 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• S•••• R•••••• · Managing Partnercontrolsince 07/2018 · owns 50% to 75%
- H•••••• M••••••• F••••• · Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- M••••••••• W•••••• · Managing Partnercontrolsince 07/2018 · owns 50% to 75%
- C••••••• S•••• R•••••• · Managing Partnercontrolsince 03/2022 · owns 50% to 75% of G•••••••• P••••••• G• H••••••• L••
- M••••••••• W•••••• · Managing Partnercontrolsince 03/2022 · owns 50% to 75% of G•••••••• P••••••• G• H••••••• L••
- M•••••• B••••• T••••• · Chief Financial Officersince 06/2020 · owns less than 5%
Entity owners
- G•••••••• P••••••• G• H••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- G•••••••• C•••••••• I• G• L••pooled vehicle sponsorn
- G•••••••• C•••••••• I• G• L••pooled vehicle sponsorn
- G•••••••• C•••••••• I•• G• L••pooled vehicle sponsorn
- G•••••••• C•••••••• I• G• L••pooled vehicle sponsorn
- G•••••••• P••••••• G• H••••••• L••y
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 5 to 7Jul 17, 2025 to Mar 25, 2026
- Pooled vehicle clients · 5 to 7Jul 17, 2025 to Mar 25, 2026
- Private funds · 5 to 7Jul 17, 2025 to Mar 25, 2026
- Discretionary RAUM · $2.1B to $2.1BJul 17, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $2.1B to $2.1BJul 17, 2025 to Mar 25, 2026
- RAUM · $2.1B to $2.1BJul 17, 2025 to Mar 25, 2026
- Financial planning clients · unset to Mar 27, 2025 to Jul 17, 2025
- HQ city · SEATTLE to BELLEVUEMar 27, 2025 to Jul 17, 2025
- Accounts · 8 to 5Apr 15, 2024 to Mar 27, 2025
- Pooled vehicle clients · 8 to 5Apr 15, 2024 to Mar 27, 2025
- Private funds · 8 to 5Apr 15, 2024 to Mar 27, 2025
- Discretionary RAUM · $2.0B to $2.1BApr 15, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $2.0B to $2.1BApr 15, 2024 to Mar 27, 2025
- RAUM · $2.0B to $2.1BApr 15, 2024 to Mar 27, 2025
- Accounts · 7 to 8Mar 30, 2023 to Mar 21, 2024
- Advisory employees · 8 to 7Mar 30, 2023 to Mar 21, 2024
- Pooled vehicle clients · 7 to 8Mar 30, 2023 to Mar 21, 2024
- Employees · 9 to 8Mar 30, 2023 to Mar 21, 2024
- Other offices · 2 to 1Mar 30, 2023 to Mar 21, 2024
- Private funds · 7 to 8Mar 30, 2023 to Mar 21, 2024
- Discretionary RAUM · $1.7B to $2.0BMar 30, 2023 to Mar 21, 2024
- Pooled vehicle RAUM · $1.7B to $2.0BMar 30, 2023 to Mar 21, 2024
- RAUM · $1.7B to $2.0BMar 30, 2023 to Mar 21, 2024
- Advisory employees · 5 to 8Sep 27, 2022 to Mar 30, 2023
- Employees · 6 to 9Sep 27, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.1B to $1.7BSep 27, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.1B to $1.7BSep 27, 2022 to Mar 30, 2023
- RAUM · $1.1B to $1.7BSep 27, 2022 to Mar 30, 2023
- Legal name · G•••••••• P••••••• LLC to G•••••••• P••••••• LPApr 28, 2022 to Sep 9, 2022
- Succession · true to falseApr 28, 2022 to Sep 9, 2022
- Organization form · Limited Liability Company to Limited PartnershipMar 30, 2022 to Apr 28, 2022
- Succession · false to trueMar 30, 2022 to Apr 28, 2022
- Accounts · 4 to 7Mar 24, 2021 to Mar 30, 2022
- Advisory employees · 2 to 5Mar 24, 2021 to Mar 30, 2022
- Pooled vehicle clients · 4 to 7Mar 24, 2021 to Mar 30, 2022
- Employees · 4 to 6Mar 24, 2021 to Mar 30, 2022
- HQ city · unset to SEATTLEMar 24, 2021 to Mar 30, 2022
- HQ state · unset to WAMar 24, 2021 to Mar 30, 2022
- Other offices · 0 to 2Mar 24, 2021 to Mar 30, 2022
- Private funds · 4 to 7Mar 24, 2021 to Mar 30, 2022
Signals
5 dated events
- G•••••••• P••••••• reported RAUM $1.7B, up 48% from $1.1B (2022-09-27 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- G•••••••• P••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Apr 28, 2022 · Succession (Item 4) · fact
- G•••••••• P••••••• reported RAUM $1.1B, up 408% from $223.3M (2021-03-24 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Feiler Matthew Herman (Chief Compliance Officer) appeared on Schedule A of G•••••••• P•••••••Mar 30, 2022 · Control person joined · fact
- G•••••••• P••••••• filed its initial SEC registration (Form ADV)Sep 17, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G•••••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- G•••••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/goldfinchpartnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- goldfinchpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 206-360-4002reportedpublic 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026