DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
SEC-registered adviser
G••••••••• I••••••••• A•••••••
Legal name G••••••••• I••••••••• A•••••••• L••
Latest filing Mar 18, 2026
First filing on the tape Jun 19, 2020 · 15 filings
SEC status approved since Aug 4, 2020
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$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
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$0 as of Mar 18, 2026
Mar 27, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 18, 2026
Mar 31, 20210 then
Employees (5.A)6 as of Mar 18, 2026
Mar 31, 20213 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 18, 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
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, 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
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=0.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G•••••••• J••••••• R••• · Chief Compliance Officercontrolsince 09/2021 · owns less than 5%
- S••••••• T••••••• P• · Chief Executive Officercontrolsince 03/2020 · owns less than 5%
Entity owners
- G••••••••• F•••••••• T••••••••• I••• · Memberdirect · owns 75% or more
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
- Accounts · unset to 0.0Mar 29, 2024 to Mar 27, 2025
- Employees · 7 to 6Mar 29, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 27, 2025
- Discretionary RAUM · unset to 0.0Mar 29, 2024 to Mar 27, 2025
- Non-discretionary RAUM · unset to 0.0Mar 29, 2024 to Mar 27, 2025
- RAUM · unset to 0.0Mar 29, 2024 to Mar 27, 2025
- Advisory employees · 2 to 1Oct 31, 2022 to Mar 29, 2023
- Advisory employees · 1 to 2Oct 15, 2021 to Mar 29, 2022
- Employees · 3 to 7Oct 15, 2021 to Mar 29, 2022
Signals
3 dated events
- Ruth Jessica Gebhardt (Chief Compliance Officer) appeared on Schedule A of G••••••••• I••••••••• A•••••••Oct 15, 2021 · Control person joined · fact
- Clinton Gabriel Heyworth (Chief Compliance Officer) no longer on Schedule A of G••••••••• I••••••••• A••••••• (listed 2021-07-28, absent 2021-10-15)Oct 15, 2021 · Control person left · inference
- G••••••••• I••••••••• A••••••• filed its initial SEC registration (Form ADV)Jun 19, 2020 · 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
- Firm profile
- linkedin.com/company/greenlightcardreportedpublic record, Form ADV, Sep 21, 2026
- Website
- g•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 888 483 2645reportedpublic record, Form ADV, Mar 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
- No RAUM reportedderiveda 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