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••••••••• I••••••••• A•••••••• L••
Latest filing Mar 20, 2026
First filing on the tape Feb 16, 2021 · 12 filings
SEC status approved since Mar 18, 2021
RAUM
$3.1B
reported, Item 5.F
Discretionary
0.3%
of RAUM
Private clients
100%
$3.1B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$3.1B as of Mar 20, 2026
Mar 28, 2022$1.1B then
HNW client RAUM$3.1B as of Mar 20, 2026
Mar 28, 2022$1.1B then
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Mar 28, 20220 then
Employees (5.A)4 as of Mar 20, 2026
Mar 28, 20225 then
Private funds4 as of Mar 20, 2026
Mar 28, 20224 then
RAUM +12% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
- ria with p•••••• funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- uhnw p•••••• wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- 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
- $65.4MderivedHNW RAUM over HNW clients
- Average account
- $60.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.3%derivedof RAUM
- Institutional
- 0.0%derivedpensions, 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
- +12%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, hourly, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $3.1B, 47 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 custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.1B100%
- Pooled investment vehicles$8.4M0.3%
- Individual clients
- n/areported
- HNW clients
- 47reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 51reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.1B for 47 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••••••• C••••• P••••••• I•• L•• | Other Private Fund | $6.3M | 30 | Mar 28, 2018 |
| G••••••••• P•••••• E••••• P••••••• I• L•• | Private Equity Fund | $2.1M | 18 | Mar 28, 2018 |
| G••••••••• A••••••• R••••• F•••• L•• | Hedge Fund | $47,365 | 15 | Mar 28, 2018 |
| G••••••••• C••••• P••••••• I• L•• | Other Private Fund | $47,072 | 35 | Mar 28, 2018 |
Owners and control persons
Schedule A and B, latest filing
- R••••••• S••••••• W•••••• · Chief Compliance Officercontrolsince 10/2020 · owns less than 5%
- W••• S•••••• H••• · Chief Investment Officercontrolsince 10/2020 · owns less than 5%
- P•••••• D••••• B••• · Elected Managercontrolsince 07/2003 · owns F of G••••••••• G••••• L••
Entity owners
- G••••••••• G••••• L•• · Member/Managerdirect · owns 75% or more
- T••••• H•••• M••••••••• C•••••• L•• · Ownerindirect · owns 75% or more of G••••••••• G••••• L••
Related persons
Schedule D 7.A
- G••••••••• C•••••• M••••••••• L••insurancey
- G••••••••• F••• M••••••••• I• L••pooled vehicle sponsorn
- G••••••••• F••• M••••••••• I•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- unusually large average HNW clientStatic outlier · filing Mar 20, 2026HNW RAUM per HNW client of $65,414,133 against a peer median of $3,646,459 (1309 comparable advisers, 100.0th percentile, 30.6 robust deviations)peers: independent wealth managers, $1B to $5B (1,309) · 100% percentile
- unusually large average accountStatic outlier · filing Mar 20, 2026RAUM per account of $60,448,275 against a peer median of $813,262 (1333 comparable advisers, 100.0th percentile, 40.2 robust deviations)peers: independent wealth managers, $1B to $5B (1,333) · 100% percentile
- control person changedChange between filings · filing Mar 20, 2026P•••••• D••••• B••• (ELECTED MANAGER) left Schedule A between the filings of 2021-02-16 and 2026-03-20peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 52 to 51Aug 13, 2025 to Mar 20, 2026
- HNW clients · 48 to 47Aug 13, 2025 to Mar 20, 2026
- Assets in custody · $2.7B to $3.1BAug 13, 2025 to Mar 20, 2026
- Discretionary RAUM · $9.9M to $8.4MAug 13, 2025 to Mar 20, 2026
- HNW RAUM · $2.7B to $3.1BAug 13, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $2.7B to $3.1BAug 13, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $9.9M to $8.4MAug 13, 2025 to Mar 20, 2026
- RAUM · $2.7B to $3.1BAug 13, 2025 to Mar 20, 2026
- Accounts · 51 to 52Mar 18, 2024 to Mar 17, 2025
- HNW clients · 47 to 48Mar 18, 2024 to Mar 17, 2025
- Assets in custody · $2.5B to $2.7BMar 18, 2024 to Mar 17, 2025
- Financial planning clients · unset to Mar 18, 2024 to Mar 17, 2025
- Discretionary RAUM · $13.2M to $9.9MMar 18, 2024 to Mar 17, 2025
- HNW RAUM · $2.5B to $2.7BMar 18, 2024 to Mar 17, 2025
- Non-discretionary RAUM · $2.5B to $2.7BMar 18, 2024 to Mar 17, 2025
- Pooled vehicle RAUM · $13.2M to $9.9MMar 18, 2024 to Mar 17, 2025
- RAUM · $2.5B to $2.7BMar 18, 2024 to Mar 17, 2025
- Accounts · 39 to 51Aug 2, 2023 to Mar 18, 2024
- Advisory employees · 3 to 2Aug 2, 2023 to Mar 18, 2024
- HNW clients · 35 to 47Aug 2, 2023 to Mar 18, 2024
- Assets in custody · $2.0B to $2.5BAug 2, 2023 to Mar 18, 2024
- Employees · 5 to 4Aug 2, 2023 to Mar 18, 2024
- Discretionary RAUM · $14.4M to $13.2MAug 2, 2023 to Mar 18, 2024
- HNW RAUM · $2.0B to $2.5BAug 2, 2023 to Mar 18, 2024
- Non-discretionary RAUM · $2.0B to $2.5BAug 2, 2023 to Mar 18, 2024
- Pooled vehicle RAUM · $14.4M to $13.2MAug 2, 2023 to Mar 18, 2024
- RAUM · $2.0B to $2.5BAug 2, 2023 to Mar 18, 2024
- Accounts · 34 to 39Nov 21, 2022 to Mar 24, 2023
- HNW clients · 30 to 35Nov 21, 2022 to Mar 24, 2023
- Assets in custody · $1.1B to $2.0BNov 21, 2022 to Mar 24, 2023
- Discretionary RAUM · $19.2M to $14.4MNov 21, 2022 to Mar 24, 2023
- HNW RAUM · $1.1B to $2.0BNov 21, 2022 to Mar 24, 2023
- Non-discretionary RAUM · $1.1B to $2.0BNov 21, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $19.2M to $14.4MNov 21, 2022 to Mar 24, 2023
- RAUM · $1.1B to $2.0BNov 21, 2022 to Mar 24, 2023
- Accounts · 3 to 34Jul 16, 2021 to Mar 28, 2022
- Advisory activities · 2 to 3Jul 16, 2021 to Mar 28, 2022
- HNW clients · 3 to 30Jul 16, 2021 to Mar 28, 2022
- Pooled vehicle clients · unset to 4.0Jul 16, 2021 to Mar 28, 2022
- Assets in custody · $126M to $1.1BJul 16, 2021 to Mar 28, 2022
Signals
3 dated events
- G••••••••• I••••••••• A•••••••• L•• reported RAUM $2.0B, up 75% from $1.1B (2022-11-21 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- G••••••••• I••••••••• A•••••••• L•• reported RAUM $1.1B, up 807% from $125.6M (2021-07-16 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- G••••••••• I••••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Feb 16, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••••••••• I••••••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- G••••••••• I••••••••• A•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business email
- i•••@g•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 470-800-7902reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/gleneagles-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- g•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 678-904-0594reportedpublic record, Form ADV, Mar 20, 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
- Independent wealth managerderiveda 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