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••••••••• P••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jun 30, 2022 · 7 filings
SEC status approved since Aug 3, 2022
RAUM
$294M
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
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$294M as of Mar 31, 2026
Mar 31, 2023$109M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20230 then
Employees (5.A)4 as of Mar 31, 2026
Mar 31, 20234 then
Private funds5 as of Mar 31, 2026
Mar 31, 20236 then
RAUM +93% over the last fiscal year+39% 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
- $29.4MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +93%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $162M, 7 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$294M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $162M for 7 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••••••• H•••••••• F••• L• | Private Equity Fund | $39.3M | 12 | Mar 31, 2022 |
| G••••••••• C•••••••• M••••• F••• L• | Hedge Fund | $32.0M | 3 | Mar 31, 2022 |
| G••••••••• S••••••• F••• L• | Private Equity Fund | $26.0M | 1 | Mar 31, 2022 |
| G••••••••• S•• F••• I• L•no longer reported | Private Equity Fund | $20.5M | 24 | Jan 15, 2021 |
| G••••••••• S•••••••• F••• L• | Private Equity Fund | $12.3M | 19 | Mar 31, 2022 |
| G••••••••• C••••• F••• L• | Hedge Fund | $11.7M | 6 | Mar 31, 2022 |
| G••••••••• Z•••••• F••• L• | Private Equity Fund | $9.1M | 1 | Oct 5, 2023 |
| G••••••••• T•••• F••• L• | Private Equity Fund | $383,000 | 5 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A••••• E••••••• C••••••• · Limited Partnercontrolsince 09/2020 · owns 25% to 50%
- G•••••• S•••• R••••• · Limited Partnercontrolsince 09/2020 · owns 25% to 50%
- O•••••••• N••••• E•••••••• · Chief Compliance Officer, Chief Financial Officer, And Chief Operating Officercontrolsince 06/2021 · owns less than 5%
- S••••••• S•••• · Head Of Tradingcontrolsince 06/2021 · owns less than 5%
- A••••• E••••••• C••••••• · Managing Membercontrolsince 09/2020 · owns 50% to 75% of G••••••••• I••••••••• P••••••• G• L••
- G•••••• S•••• R••••• · Managing Membercontrolsince 09/2020 · owns 50% to 75% of G••••••••• I••••••••• P••••••• G• L••
Entity owners
- G••••••••• I••••••••• P••••••• G• L•• · General Partner Of G••••••••• I••••••••• P••••••• L•direct · owns less than 5%
Related persons
Schedule D 7.A
- G••••••••• I••••••••• P••••••• F••• G• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $152,413,793 to $293,883,337 (+93.0%) between the annual amendments of 2025-04-21 and 2026-03-31; the peer median change was +4.0% (1148 comparable advisers, 96.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 9 to 10Apr 21, 2025 to Mar 31, 2026
- Advisory employees · 2 to 3Apr 21, 2025 to Mar 31, 2026
- Advisory activities · 1 to 2Apr 21, 2025 to Mar 31, 2026
- Pooled vehicle clients · 9 to 10Apr 21, 2025 to Mar 31, 2026
- Assets in custody · $152M to $162MApr 21, 2025 to Mar 31, 2026
- Private funds · 6 to 5Apr 21, 2025 to Mar 31, 2026
- Discretionary RAUM · $152M to $294MApr 21, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $152M to $294MApr 21, 2025 to Mar 31, 2026
- RAUM · $152M to $294MApr 21, 2025 to Mar 31, 2026
- Accounts · 8 to 9Mar 28, 2024 to Apr 21, 2025
- Pooled vehicle clients · 8 to 9Mar 28, 2024 to Apr 21, 2025
- Assets in custody · $125M to $152MMar 28, 2024 to Apr 21, 2025
- Financial planning clients · unset to Mar 28, 2024 to Apr 21, 2025
- Discretionary RAUM · $125M to $152MMar 28, 2024 to Apr 21, 2025
- Pooled vehicle RAUM · $125M to $152MMar 28, 2024 to Apr 21, 2025
- RAUM · $125M to $152MMar 28, 2024 to Apr 21, 2025
- Assets in custody · $108M to $125MOct 5, 2023 to Mar 28, 2024
- Custody of client assets · false to trueOct 5, 2023 to Mar 28, 2024
- Discretionary RAUM · $108M to $125MOct 5, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $108M to $125MOct 5, 2023 to Mar 28, 2024
- RAUM · $108M to $125MOct 5, 2023 to Mar 28, 2024
- Assets in custody · $109M to $108MMar 31, 2023 to Oct 5, 2023
- Custody of client assets · true to falseMar 31, 2023 to Oct 5, 2023
- Financial planning clients · 0 to unsetMar 31, 2023 to Oct 5, 2023
- Discretionary RAUM · $109M to $108MMar 31, 2023 to Oct 5, 2023
- Pooled vehicle RAUM · $109M to $108MMar 31, 2023 to Oct 5, 2023
- RAUM · $109M to $108MMar 31, 2023 to Oct 5, 2023
- Related adviser · true to falseMar 31, 2023 to Oct 5, 2023
- Related bank · false to trueMar 31, 2023 to Oct 5, 2023
- Accounts · 9 to 8Nov 25, 2022 to Mar 31, 2023
- Advisory employees · 3 to 2Nov 25, 2022 to Mar 31, 2023
- Pooled vehicle clients · 9 to 8Nov 25, 2022 to Mar 31, 2023
- Assets in custody · $141M to $109MNov 25, 2022 to Mar 31, 2023
- Employees · 5 to 4Nov 25, 2022 to Mar 31, 2023
- Discretionary RAUM · $141M to $109MNov 25, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $141M to $109MNov 25, 2022 to Mar 31, 2023
- RAUM · $141M to $109MNov 25, 2022 to Mar 31, 2023
- Private funds · 12 to 6Jun 30, 2022 to Nov 25, 2022
Signals
2 dated events
- G••••••••• I••••••••• P••••••• L• reported RAUM $293.9M, up 93% from $152.4M (2025-04-21 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- G••••••••• I••••••••• P••••••• L• filed its initial SEC registration (Form ADV)Jun 30, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••••••••• I••••••••• P••••••• L• · Independent Sponsorsshared crd · capital_provider
- G••••••••• I••••••••• P••••••• L• · Private Equityshared crd · organization
- G••••••••• I••••••••• P••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/generative-investment-partners-lpreportedpublic record, Form ADV, Sep 18, 2026
- Website
- g•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (203) 554-8000reportedpublic 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