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•••••••• C•••••• L•
Latest filing Mar 31, 2026
First filing on the tape Aug 10, 2021 · 10 filings
SEC status approved since Sep 9, 2021
RAUM
$3.7B
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
1
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$3.7B as of Mar 31, 2026
Jun 20, 2022$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Jun 20, 20220 then
Employees (5.A)1 as of Mar 31, 2026
Jun 20, 20221 then
Private funds1 as of Mar 31, 2026
Jun 20, 20221 then
RAUM +13% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $924MderivedRAUM 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
- +13%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
- $3.1B, 2 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.1B for 2 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•••••••• C•••••• ••••••• M••••• F••• L•••••• | Hedge Fund | $4.2B | 156 | Mar 30, 2016 |
Owners and control persons
Schedule A and B, latest filing
- E••••• B••••• E••••• · Chief Investment Officercontrolsince 11/2020 · owns 75% or more
- W•••• A•••••• G••••• B•••• · Chief Compliance Officercontrolsince 11/2020 · owns less than 5%
- E••••• B••••• E••••• · Shareholdercontrolsince 09/2015 · owns 75% or more of G•••••••• C•••••• ••••••• G•••••• P•••••• L••••••
Entity owners
- G•••••••• C•••••• ••••••• G•••••• P•••••• L•••••• · G•••••• Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- G•••••••• C•••••• ••••••• L••••••pooled vehicle sponsory
- G•••••••• C•••••• L••investment adviserpooled vehicle sponsornRAUM $3.3B
Advisers that list G•••••••• C•••••• L• as a related person
- 281654 n
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom8 employees
What changed
consecutive filings, newest first
- Accounts · 3 to 4Jan 9, 2026 to Mar 31, 2026
- Pooled vehicle clients · 3 to 4Jan 9, 2026 to Mar 31, 2026
- Assets in custody · $3.3B to $3.1BJan 9, 2026 to Mar 31, 2026
- Discretionary RAUM · $3.3B to $3.7BJan 9, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $3.3B to $3.7BJan 9, 2026 to Mar 31, 2026
- RAUM · $3.3B to $3.7BJan 9, 2026 to Mar 31, 2026
- Assets in custody · $4.2B to $3.3BMar 28, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Mar 28, 2024 to Mar 28, 2025
- HQ city · unset to Mar 28, 2024 to Mar 28, 2025
- HQ state · unset to Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.2B to $3.3BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.2B to $3.3BMar 28, 2024 to Mar 28, 2025
- RAUM · $4.2B to $3.3BMar 28, 2024 to Mar 28, 2025
- Assets in custody · $3.7B to $4.2BAug 4, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.7B to $4.2BAug 4, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.7B to $4.2BAug 4, 2023 to Mar 28, 2024
- RAUM · $3.7B to $4.2BAug 4, 2023 to Mar 28, 2024
- Accounts · 6 to 3Mar 31, 2023 to Aug 4, 2023
- Pooled vehicle clients · 6 to 3Mar 31, 2023 to Aug 4, 2023
- Assets in custody · $2.3B to $3.7BMar 31, 2023 to Aug 4, 2023
- Other offices · 0 to 1Mar 31, 2023 to Aug 4, 2023
- Discretionary RAUM · $2.3B to $3.7BMar 31, 2023 to Aug 4, 2023
- Pooled vehicle RAUM · $2.3B to $3.7BMar 31, 2023 to Aug 4, 2023
- RAUM · $2.3B to $3.7BMar 31, 2023 to Aug 4, 2023
- Accounts · 5 to 6Jun 20, 2022 to Mar 31, 2023
- Pooled vehicle clients · 5 to 6Jun 20, 2022 to Mar 31, 2023
- Assets in custody · $1.3B to $2.3BJun 20, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.3B to $2.3BJun 20, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.3B to $2.3BJun 20, 2022 to Mar 31, 2023
- RAUM · $1.3B to $2.3BJun 20, 2022 to Mar 31, 2023
- Assets in custody · $1.3B to $1.3BJan 7, 2022 to Jun 20, 2022
- Discretionary RAUM · $1.3B to $1.3BJan 7, 2022 to Jun 20, 2022
- Pooled vehicle RAUM · $1.3B to $1.3BJan 7, 2022 to Jun 20, 2022
- RAUM · $1.3B to $1.3BJan 7, 2022 to Jun 20, 2022
- Accounts · unset to 5.0Aug 10, 2021 to Jan 7, 2022
- Pooled vehicle clients · unset to 5.0Aug 10, 2021 to Jan 7, 2022
- Assets in custody · unset to 1349834000.0Aug 10, 2021 to Jan 7, 2022
- Custody of client assets · false to trueAug 10, 2021 to Jan 7, 2022
- Private funds · unset to 1Aug 10, 2021 to Jan 7, 2022
- Discretionary RAUM · unset to 1349834000.0Aug 10, 2021 to Jan 7, 2022
Signals
3 dated events
- G•••••••• C•••••• L• reported RAUM $3.7B, up 64% from $2.3B (2023-03-31 to 2023-08-04)Aug 4, 2023 · RAUM change · derived
- G•••••••• C•••••• L• reported RAUM $2.3B, up 69% from $1.3B (2022-06-20 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- G•••••••• C•••••• L• filed its initial SEC registration (Form ADV)Aug 10, 2021 · 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
- g•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 406-595-7712reportedpublic record, Form ADV, Mar 31, 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