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••••••• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 309856SEC 801-119233websiteIAPD
Latest filing Aug 25, 2026
First filing on the tape Jul 6, 2020 · 24 filings
SEC status approved since Aug 6, 2020
RAUM
$4.9B
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
39
23 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
3
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$4.9B as of Aug 25, 2026
Mar 31, 2021$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 25, 2026
Mar 31, 20210 then
Employees (5.A)39 as of Aug 25, 2026
Mar 31, 20211 then
Private funds3 as of Aug 25, 2026
Mar 31, 20211 then
RAUM +28% over the last fiscal year+33% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 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
$815MderivedRAUM 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
unknownderived4 offices incl. principal (1.F.5)
RAUM growth, one year
+28%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
Custody
yesreportedItem 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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$4.9B100%
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
$0 for 0 clientsreported
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
      3 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • D••••••••• J••••• F• · Chief Financial Officercontrol
        since 01/2023 · owns less than 5%
      • G••••••• M••••••• W••••• · Chief Executive Officer/Chief Investment Officercontrol
        since 06/2020 · owns less than 5%
      • R••••••• N•••••• B•••••• · G•••••• Counsel, Chief Compliance Officer, Chief Operating Officercontrol
        since 06/2020 · owns less than 5%
      • G••••••• M••••••• W••••• · Membercontrol
        since 03/2020 · owns 75% or more of G••••••• G• L••
      • G••••••• M••••••• W••••• · Membercontrol
        since 03/2020 · owns 75% or more of G••••••• G•••• L•
      • G••••••• M••••••• W••••• · Membercontrol
        since 03/2020 · owns 75% or more of G••••••• I• L••
      • G••••••• M••••••• W••••• · Membercontrol
        since 03/2020 · owns 75% or more of G••••••• I• L••
      Entity owners
      • G••••••• G•••• L• · Sole Member
        direct · owns 75% or more
      • G••••••• G• L•• · G•••••• Partner
        indirect · owns F of G••••••• G•••• L•
      • G••••••• H••••••• L•• · Limited Partner
        indirect · owns 75% or more of G••••••• G•••• L•
      • G••••••• I• L•• · Member
        indirect · owns 75% or more of G••••••• H••••••• L••
      • G••••••• I• L•• · Member
        indirect · owns F of G••••••• H••••••• L••
      Related persons
      Schedule D 7.A
      • G••••••• C••••• O••••••••• F••• G•••••• P•••••• L•
        pooled vehicle sponsorn
      • G••••••• M••••• F••• G•••••• P•••••• L•
        pooled vehicle sponsorn
      • G••••••• M•• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • Greenwich, CT9 employees
      • London, United Kingdom5 employees
      What changed
      consecutive filings, newest first
      • Private funds · 2 to 3
        Jun 10, 2026 to Aug 25, 2026
      • Advisory employees · 22 to 23
        Jul 10, 2025 to Mar 30, 2026
      • Employees · 31 to 39
        Jul 10, 2025 to Mar 30, 2026
      • Discretionary RAUM · $3.8B to $4.9B
        Jul 10, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $3.8B to $4.9B
        Jul 10, 2025 to Mar 30, 2026
      • RAUM · $3.8B to $4.9B
        Jul 10, 2025 to Mar 30, 2026
      • Financial planning clients · unset to
        Mar 28, 2025 to Jul 10, 2025
      • Advisory employees · 19 to 22
        Aug 20, 2024 to Mar 28, 2025
      • Employees · 30 to 31
        Aug 20, 2024 to Mar 28, 2025
      • Other offices · 2 to 3
        Aug 20, 2024 to Mar 28, 2025
      • Discretionary RAUM · $2.8B to $3.8B
        Aug 20, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $2.8B to $3.8B
        Aug 20, 2024 to Mar 28, 2025
      • RAUM · $2.8B to $3.8B
        Aug 20, 2024 to Mar 28, 2025
      • Accounts · 4 to 6
        Sep 18, 2023 to Mar 28, 2024
      • Advisory employees · 13 to 19
        Sep 18, 2023 to Mar 28, 2024
      • Pooled vehicle clients · 4 to 6
        Sep 18, 2023 to Mar 28, 2024
      • Employees · 19 to 30
        Sep 18, 2023 to Mar 28, 2024
      • HQ city · GREENWICH to BOSTON
        Sep 18, 2023 to Mar 28, 2024
      • HQ state · CT to MA
        Sep 18, 2023 to Mar 28, 2024
      • Other offices · 1 to 2
        Sep 18, 2023 to Mar 28, 2024
      • Private funds · 3 to 2
        Sep 18, 2023 to Mar 28, 2024
      • Discretionary RAUM · $2.1B to $2.8B
        Sep 18, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $2.1B to $2.8B
        Sep 18, 2023 to Mar 28, 2024
      • RAUM · $2.1B to $2.8B
        Sep 18, 2023 to Mar 28, 2024
      • Advisory employees · 3 to 13
        Feb 2, 2023 to Mar 31, 2023
      • Employees · 4 to 19
        Feb 2, 2023 to Mar 31, 2023
      • Other offices · 0 to 1
        Feb 2, 2023 to Mar 31, 2023
      • Discretionary RAUM · $3.1B to $2.1B
        Feb 2, 2023 to Mar 31, 2023
      • Pooled vehicle RAUM · $3.1B to $2.1B
        Feb 2, 2023 to Mar 31, 2023
      • RAUM · $3.1B to $2.1B
        Feb 2, 2023 to Mar 31, 2023
      • Private funds · 2 to 3
        Jul 28, 2022 to Feb 2, 2023
      • Accounts · 3 to 4
        Mar 15, 2022 to Mar 31, 2022
      • Advisory employees · 1 to 3
        Mar 15, 2022 to Mar 31, 2022
      • Pooled vehicle clients · 3 to 4
        Mar 15, 2022 to Mar 31, 2022
      • Employees · 1 to 4
        Mar 15, 2022 to Mar 31, 2022
      • Discretionary RAUM · $1.1B to $3.1B
        Mar 15, 2022 to Mar 31, 2022
      • Pooled vehicle RAUM · $1.1B to $3.1B
        Mar 15, 2022 to Mar 31, 2022
      • RAUM · $1.1B to $3.1B
        Mar 15, 2022 to Mar 31, 2022
      • HQ city · LONGMEADOW to GREENWICH
        Dec 5, 2021 to Mar 15, 2022
      • HQ state · MA to CT
        Dec 5, 2021 to Mar 15, 2022
      Signals
      9 dated events
      • G••••••• C•••••• M••••••••• L•• reported RAUM $4.9B, up 28% from $3.8B (2025-07-10 to 2026-03-30)
        Mar 30, 2026 · RAUM change · derived
      • G••••••• C•••••• M••••••••• L•• reported RAUM $3.8B, up 37% from $2.8B (2024-08-20 to 2025-03-28)
        Mar 28, 2025 · RAUM change · derived
      • G••••••• C•••••• M••••••••• L•• reported RAUM $2.8B, up 33% from $2.1B (2023-09-18 to 2024-03-28)
        Mar 28, 2024 · RAUM change · derived
      • Michael Jeffrey Jackson (Head Of Trading) no longer on Schedule A of G••••••• C•••••• M••••••••• L•• (listed 2023-09-18, absent 2024-03-28)
        Mar 28, 2024 · Control person left · inference
      • G••••••• C•••••• M••••••••• L•• reported RAUM $2.1B, down 31% from $3.1B (2023-02-02 to 2023-03-31)
        Mar 31, 2023 · RAUM change · derived
      • Michael Jeffrey Jackson (Head Of Trading) appeared on Schedule A of G••••••• C•••••• M••••••••• L••
        Mar 31, 2023 · Control person joined · fact
      • F. James Dougherty (Chief Financial Officer) appeared on Schedule A of G••••••• C•••••• M••••••••• L••
        Feb 2, 2023 · Control person joined · fact
      • G••••••• C•••••• M••••••••• L•• reported RAUM $3.1B, up 177% from $1.1B (2022-03-15 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • G••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Jul 6, 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
      Website
      ghisallo.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      617-502-5735reportedpublic record, Form ADV, Aug 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