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•• C•••••• P••••••• L••
Latest filing Mar 28, 2025
First filing on the tape Jul 6, 2019 · 18 filings
SEC status approved since Aug 7, 2019
RAUM
$9.4B
reported, Item 5.F
Discretionary
94%
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
160
30 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
11
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$9.4B as of Mar 28, 2025
Mar 25, 2020$590M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 28, 2025
Mar 25, 20200 then
Employees (5.A)160 as of Mar 28, 2025
Mar 25, 202024 then
Private funds11 as of Mar 28, 2025
Mar 25, 20212 then
RAUM +0.5% over the last fiscal year+23% a year over threeIARs 0 to 0offices 6 to 5
Practice profile
derived from the filing of Mar 28, 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
- $785MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.5%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $8.9B, 11 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)
- 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)
- 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$8.9B94%
- Corporations and businesses$526M5.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $8.9B for 11 clientsreported
- Compensation
- % of AUM, 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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•• C•••••• P••••••• I••• L• | Real Estate Fund | $3.6B | 28 | Mar 25, 2021 |
| G•• C•••••• P••••••• I• L• | Real Estate Fund | $1.2B | 49 | Mar 25, 2021 |
| G•• C•••••• P••••••• V•• L• | Real Estate Fund | $1.1B | 10 | Mar 30, 2023 |
| G•• S••••••••• P••••••• P••••••• L• | Real Estate Fund | $925M | 36 | Mar 29, 2022 |
| G•• S••••••••• P••••••• P••••••••• L• | Real Estate Fund | $789M | 12 | Mar 30, 2023 |
| G•• S••••••••• P••••••• P••••••••• L• | Real Estate Fund | $638M | 12 | Mar 30, 2023 |
| G•• S••••••••• D••••••••• P••••••• L• | Real Estate Fund | $205M | 2 | Mar 29, 2024 |
| G•• S••••••••• E••••••• H••••••• L• | Real Estate Fund | $162M | 24 | Mar 30, 2023 |
| G•• C•••••• P••••••• V• L• | Real Estate Fund | $106M | 13 | Mar 30, 2023 |
| G•• C•••••• P••••••• I• S•• L• | Real Estate Fund | $57.1M | 10 | Mar 29, 2022 |
| G•• S••••••••• P••••••• P••••••••• L• | Real Estate Fund | $21.5M | 40 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- A•••• E•••••• A••• · Chief Financial Officer, Managing Director; Executive Vice Presidentcontrolsince 10/2022 · owns less than 5%
- B••••• A•••• R••••• · Managing Director; Chief Investment Officer; Executive Vice Presidentcontrolsince 07/2019 · owns less than 5%
- C••••• S•••••• M•••••• · Director; President; Chief Executive Officercontrolsince 03/2023 · owns less than 5%
- G•••••• A•••• L•••• · Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
- W•••• D•••••• J•••• · Managing Director; Executive Vice Presidentcontrolsince 03/2023 · owns less than 5%
- M••• M•••• Z•• · Ownercontrolsince 07/2022 · owns 50% to 75% of G•• P••• L•••
Entity owners
- G•• C•••••• P••••••• L•••••• · Ownerdirect · owns 75% or more
- G•• H••••••• L•••••• · General Partnerindirect · owns F of G•• H••••••• L•
- G•• H••••••• L• · Ownerindirect · owns 75% or more of G•• P••• L•••
- G•• P••• L••• · Ownerindirect · owns 75% or more of G•••• G•• H••••••• 1• L••••••
- G•• P••• L••• · Ownerindirect · owns 75% or more of G•••• H••••• L••••••
- G•••• G•• H••••••• 1• L•••••• · Ownerindirect · owns 25% to 50% of G•• C•••••• P••••••• L••••••
- G•••• H••••• L•••••• · Ownerindirect · owns 75% or more of G•• C•••••• P••••••• L••••••
Related persons
Schedule D 7.A
- C•••• M•••••••• C•••••• M••••••••• C••• L•••pooled vehicle sponsorn
- C•••• M•••••••• C•••• I••••••••• M••••••••• L••••••pooled vehicle sponsorn
- C• K••••• E••••• I••••••••• M••••••••• C••• L•••pooled vehicle sponsorn
- C•• C•••••• C••• L••••••pooled vehicle sponsorn
- G•• S••••••••• P••••••• P••••••• G• L•pooled vehicle sponsory
- G•• ••••••• I••••••••• M••••••••• C••• L•••pooled vehicle sponsorn
- G•• C•••••• P••••••• G••••• D• R••••••• E• A••••••••• I••••••••• L••••pooled vehicle sponsorn
- G•• C•••••• P••••••• I• G• L•pooled vehicle sponsory
- G•• C•••••• P••••••• J•••• I•••pooled vehicle sponsorn
- G•• C•••••• P••••••• V• G• L•pooled vehicle sponsorn
- G•• E••••• M••••••••• S•• R•••pooled vehicle sponsorn
- G•• E••••• M••••••••• S•• R••• • D•••• B•••••pooled vehicle sponsorn
- G•• H• I••••••••• M••••••••• L••••••pooled vehicle sponsorn
- G•• I••••••••• M••••••••• P•• L••pooled vehicle sponsorn
- G•• J•••• A••••••• I•••pooled vehicle sponsorn
- G•• U• M••••••••• L••••••pooled vehicle sponsorn
- G••••••• G•• M••••• I••••••••• F••• M••••••••• C•• L•••pooled vehicle sponsorn
- H••••• H••• I••••••••• A••••••• L••••••pooled vehicle sponsorn
- M• C•••••• P••••••• ••• L••••••broker-dealern
- S••••••• C• G••••• N••• E••••• I••••••••• F••• M••••••••• C••• L•••pooled vehicle sponsorn
- S••••••• C• G••••• N••• E••••• I••••••••• F••• M••••••••• C••• L•••pooled vehicle sponsorn
- S••••••• C• H••••• C•••••• M••••••••• C••• L•••pooled vehicle sponsorn
- S••••••• C• H•••• E••••• I••••••••• F••• M••••••••• C••• L•••pooled vehicle sponsorn
- S••••••• C• J••••• C•••••• M••••••••• C••• L•••pooled vehicle sponsorn
- S••••••• C• P•••••• E••••• I••••••••• F••• M••••••••• C••• L•••pooled vehicle sponsorn
- S••••••• C• S••••• C•••••• M••••••••• C••• L•••pooled vehicle sponsorn
- S••••••• C• S••• R••• C•••••• M••••••••• C••• L•••pooled vehicle sponsorn
- S••••••• C• W••••• C•••••• M••••••••• C••• L•••pooled vehicle sponsorn
- S••••••• C• Y•••••• E••••• I••••••••• F••• M••••••••• C••• L•••pooled vehicle sponsorn
- S••••••• C• Y•••• I••••••••• M••••••••• C••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Redondo Beach, CA10 employees
- New York, NY6 employees
- Solana Beach, CA2 employees
- Chicago, IL
- Denver, CO
- Irving, TX
What changed
consecutive filings, newest first
- Business name · G•• C•••••• P•••••••• I••• to G•• C•••••• P••••••• L••Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $8.7B to $8.9BMar 29, 2024 to Mar 28, 2025
- Legal name · G•• C•••••• P•••••••• I••• to G•• C•••••• P••••••• L••Mar 29, 2024 to Mar 28, 2025
- Other offices · 6 to 5Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $8.7B to $8.9BMar 29, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $644M to $526MMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $8.7B to $8.9BMar 29, 2024 to Mar 28, 2025
- RAUM · $9.4B to $9.4BMar 29, 2024 to Mar 28, 2025
- Related adviser · false to trueMar 29, 2024 to Mar 28, 2025
- Related bank · false to trueMar 29, 2024 to Mar 28, 2025
- Succession · false to trueMar 29, 2024 to Mar 28, 2025
- Accounts · 11 to 12Jun 9, 2023 to Mar 29, 2024
- Advisory employees · 20 to 30Jun 9, 2023 to Mar 29, 2024
- Pooled vehicle clients · 10 to 11Jun 9, 2023 to Mar 29, 2024
- Assets in custody · $8.3B to $8.7BJun 9, 2023 to Mar 29, 2024
- Employees · 100 to 160Jun 9, 2023 to Mar 29, 2024
- Other offices · 5 to 6Jun 9, 2023 to Mar 29, 2024
- Private funds · 10 to 11Jun 9, 2023 to Mar 29, 2024
- Discretionary RAUM · $7.2B to $8.7BJun 9, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $1.0B to $644MJun 9, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $7.2B to $8.7BJun 9, 2023 to Mar 29, 2024
- RAUM · $8.3B to $9.4BJun 9, 2023 to Mar 29, 2024
- Related broker-dealer · false to trueJun 9, 2023 to Mar 29, 2024
- Other offices · 6 to 5Mar 30, 2023 to Jun 9, 2023
- Accounts · 5 to 11Aug 26, 2022 to Mar 30, 2023
- Advisory employees · 21 to 20Aug 26, 2022 to Mar 30, 2023
- Pooled vehicle clients · 4 to 10Aug 26, 2022 to Mar 30, 2023
- Assets in custody · $5.1B to $8.3BAug 26, 2022 to Mar 30, 2023
- Employees · 58 to 100Aug 26, 2022 to Mar 30, 2023
- Other offices · 5 to 6Aug 26, 2022 to Mar 30, 2023
- Private funds · 4 to 10Aug 26, 2022 to Mar 30, 2023
- Discretionary RAUM · $4.5B to $7.2BAug 26, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $597M to $1.0BAug 26, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $4.5B to $7.2BAug 26, 2022 to Mar 30, 2023
- RAUM · $5.1B to $8.3BAug 26, 2022 to Mar 30, 2023
- Organization form · Limited Partnership to CorporationMar 31, 2022 to Aug 26, 2022
- Succession · false to trueMar 31, 2022 to Aug 26, 2022
- Business name · G•• C•••••• P••••••• L• to G•• C•••••• P•••••••• I•••Aug 26, 2022 to Aug 26, 2022
- Legal name · G•• C•••••• P••••••• L• to G•• C•••••• P•••••••• I•••Aug 26, 2022 to Aug 26, 2022
- Succession · true to falseAug 26, 2022 to Aug 26, 2022
Signals
20 dated events
- G•• C•••••• P••••••• L•• no longer on the SEC adviser roster (last listed 2025-05-02, RAUM $9.4B)Jun 2, 2025 · Left the SEC roster · derived
- G•• C•••••• P••••••• L•• reported succeeding to the business of G•• C•••••• P•••••••• I••• (Form ADV Item 4)Mar 28, 2025 · Succession (Item 4) · fact
- David Alan Yang (Director) no longer on Schedule A of G•• C•••••• P••••••• L•• (listed 2023-06-09, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Michelle Li (Managing Director; Executive Vice President) no longer on Schedule A of G•• C•••••• P••••••• L•• (listed 2023-06-09, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Lates Asha Gooden (Chief Compliance Officer) appeared on Schedule A of G•• C•••••• P••••••• L••Mar 30, 2023 · Control person joined · fact
- G•• C•••••• P••••••• L•• reported RAUM $8.3B, up 63% from $5.1B (2022-08-26 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Jason Daniel Ward (Managing Director; Executive Vice President) appeared on Schedule A of G•• C•••••• P••••••• L••Mar 30, 2023 · Control person joined · fact
- Steven Crowe (Managing Director; President; Chief Executive Officer) appeared on Schedule A of G•• C•••••• P••••••• L••Mar 30, 2023 · Control person joined · fact
- Abek Erdinc Akil (Chief Financial Officer, Managing Director; Executive Vice President) appeared on Schedule A of G•• C•••••• P••••••• L••Mar 30, 2023 · Control person joined · fact
- Owen Peter Kane (Chief Financial Officer) no longer on Schedule A of G•• C•••••• P••••••• L•• (listed 2022-08-26, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Lynn Kimberly Larin (Chief Compliance Officer) no longer on Schedule A of G•• C•••••• P••••••• L•• (listed 2022-08-26, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Michelle Li (Managing Director; Executive Vice President) appeared on Schedule A of G•• C•••••• P••••••• L••Mar 30, 2023 · Control person joined · fact
- Z. Ming Mei (Owner) appeared on Schedule A of G•• C•••••• P••••••• L••Aug 26, 2022 · Control person joined · fact
- G•• C•••••• P••••••• L• reported succeeding to the business of Another Adviser (Form ADV Item 4)Aug 26, 2022 · Succession (Item 4) · fact
- G•• C•••••• P••••••• L•• reported RAUM $5.1B, up 62% from $3.2B (2022-01-21 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- G•• C•••••• P••••••• L•• reported RAUM $3.2B, up 114% from $1.5B (2022-01-07 to 2022-01-21)Jan 21, 2022 · RAUM change · derived
- Lynn Kimberly Larin (Chief Compliance Officer) appeared on Schedule A of G•• C•••••• P••••••• L••Jan 7, 2022 · Control person joined · fact
- G•• C•••••• P••••••• L•• reported RAUM $1.5B, up 150% from $589.9M (2021-01-19 to 2021-03-25)Mar 25, 2021 · RAUM change · derived
- Owen Peter Kane (Chief Financial Officer) appeared on Schedule A of G•• C•••••• P••••••• L••Mar 25, 2020 · Control person joined · fact
- G•• C•••••• P••••••• L• filed its initial SEC registration (Form ADV)Jul 6, 2019 · 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.
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
Across the graphs
G•• C•••••• P••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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