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••••••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 27, 2022 · 11 filings
SEC status approved since Jul 28, 2022
RAUM
$108M
reported, Item 5.F
Discretionary
0.0%
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
10
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
13
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$108M as of Mar 30, 2026
Mar 30, 2023$60.8M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 31, 2025$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20230 then
Employees (5.A)10 as of Mar 30, 2026
Mar 30, 20238 then
Private funds13 as of Mar 30, 2026
Mar 30, 20238 then
RAUM +42% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $8.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%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
- +42%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
- $108M, 13 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 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$108M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $108M for 13 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
29 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••• B• J• L• | Real Estate Fund | $30.5M | 10 | Mar 31, 2021 |
| L••• J• L•• | Real Estate Fund | $10.5M | 5 | Mar 31, 2021 |
| 1•••••• 5• A•• J•no longer reported | Real Estate Fund | $9.6M | 25 | Jul 30, 2020 |
| C•••••••• J• 1• L•• | Real Estate Fund | $9.6M | 3 | Mar 29, 2024 |
| 7• P•• J• L•• | Real Estate Fund | $7.1M | 7 | Mar 31, 2022 |
| 5•••• 1• S• J• L•• | Real Estate Fund | $6.9M | 3 | Mar 31, 2021 |
| G• 4• S• J• L••no longer reported | Real Estate Fund | $6.4M | 25 | Jul 30, 2020 |
| G••••• B• J•• L• | Real Estate Fund | $5.9M | 10 | Jun 27, 2022 |
| G• B••••••• 2• J• L••no longer reported | Real Estate Fund | $5.3M | 25 | Jul 30, 2020 |
| G• B••••••• 1• J• L••no longer reported | Real Estate Fund | $5.0M | 25 | Jul 30, 2020 |
| 2•• 1• S• J• L•• | Real Estate Fund | $4.1M | 3 | Mar 31, 2021 |
| G• B• 3• J• L•no longer reported | Real Estate Fund | $3.8M | 20 | Mar 31, 2021 |
| 3• P••• J•no longer reported | Real Estate Fund | $3.3M | 10 | Mar 31, 2021 |
| 2•• C••••••• A•• J• L••no longer reported | Real Estate Fund | $3.2M | 3 | Mar 31, 2022 |
| 3•• 7• A•• J•no longer reported | Real Estate Fund | $2.8M | 1 | Mar 31, 2021 |
| 1•• 5• A•• J• L••no longer reported | Real Estate Fund | $2.8M | 15 | Jul 30, 2020 |
| M• G•••• V•••••• L•• | Real Estate Fund | $2.8M | 2 | Mar 29, 2024 |
| 3• P••••••••• S• J• L••no longer reported | Real Estate Fund | $2.5M | 10 | Jun 27, 2022 |
| 8•• C•••••• A• J• L•• | Real Estate Fund | $2.2M | 3 | Mar 31, 2021 |
| 2•• S•••• J• L••no longer reported | Real Estate Fund | $2.1M | 10 | Jul 30, 2020 |
| 2• 3• S• J• L••no longer reported | Real Estate Fund | $2.0M | 20 | Mar 31, 2021 |
| 9•• P•••••••• S• J• L••no longer reported | Real Estate Fund | $1.9M | 3 | Mar 31, 2022 |
| 8• 7• A•• J• L••no longer reported | Real Estate Fund | $1.9M | 10 | Jul 30, 2020 |
| 3•• 5• A•• J•no longer reported | Real Estate Fund | $1.8M | 25 | Jul 30, 2020 |
| 2•• 8• S• J•no longer reported | Real Estate Fund | $1.8M | 20 | Mar 31, 2021 |
| L•••• J• L•• | Real Estate Fund | $1.7M | 5 | Mar 31, 2021 |
| 1• S••• S• J• L••no longer reported | Real Estate Fund | $1.6M | 3 | Mar 31, 2022 |
| 6•• P••• P• J• L••no longer reported | Real Estate Fund | $1.5M | 3 | Mar 31, 2022 |
| 2•• P••••••• A•• J• L••no longer reported | Real Estate Fund | $1.1M | 3 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- F•••••••• G••••••• P••• · Managing Principalcontrolsince 02/2020 · owns less than 5%
- J•••••• J••••••• P••• · Chief Operating Officercontrolsince 05/2024 · owns less than 5%
- L• C••• F•••••••• F••••••• · Principal & Chief Compliance Officercontrolsince 02/2020 · owns less than 5%
- F•••••••• G••••••• P••• · Ownercontrolsince 02/2020 · owns 50% to 75% of J•••••• C•••••• M••••••••• L••
Entity owners
- G••••••••• M••••• H•••••••• L•• · Ownerdirect · owns 75% or more
- J•••••• C•••••• M••••••••• L•• · Ownerindirect · owns 50% to 75% of G••••••••• M••••• H•••••••• L••
Related persons
Schedule D 7.A
- G••••••••• H•••••••• L••pooled vehicle sponsorn
- N••• L•••••• L••investment companyn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 30, 2026discretionary share of RAUM of 0% against a peer median of 100% (1567 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $100M to $500M (1,567) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 10 to 13Oct 20, 2025 to Mar 30, 2026
- Pooled vehicle clients · 10 to 13Oct 20, 2025 to Mar 30, 2026
- Assets in custody · $76.2M to $108MOct 20, 2025 to Mar 30, 2026
- Private funds · 10 to 13Oct 20, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $76.2M to $108MOct 20, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $76.2M to $108MOct 20, 2025 to Mar 30, 2026
- RAUM · $76.2M to $108MOct 20, 2025 to Mar 30, 2026
- Assets in custody · $81.1M to $76.2MOct 2, 2024 to Mar 31, 2025
- Employees · 12 to 10Oct 2, 2024 to Mar 31, 2025
- Financial planning clients · unset to Oct 2, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $81.1M to $76.2MOct 2, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $81.1M to $76.2MOct 2, 2024 to Mar 31, 2025
- RAUM · $81.1M to $76.2MOct 2, 2024 to Mar 31, 2025
- Charity clients · unset to 0.0May 3, 2024 to Oct 2, 2024
- Corporate clients · unset to 0.0May 3, 2024 to Oct 2, 2024
- HNW clients · unset to 0.0May 3, 2024 to Oct 2, 2024
- Individual clients · unset to 0.0May 3, 2024 to Oct 2, 2024
- Pension plan clients · unset to 0.0May 3, 2024 to Oct 2, 2024
- Employees · 6 to 12May 3, 2024 to Oct 2, 2024
- HNW RAUM · unset to 0.0May 3, 2024 to Oct 2, 2024
- Individual RAUM · unset to 0.0May 3, 2024 to Oct 2, 2024
- Pension RAUM · unset to 0.0May 3, 2024 to Oct 2, 2024
- Accounts · 8 to 10May 17, 2023 to Mar 29, 2024
- Pooled vehicle clients · 8 to 10May 17, 2023 to Mar 29, 2024
- Assets in custody · $60.8M to $81.1MMay 17, 2023 to Mar 29, 2024
- Employees · 8 to 6May 17, 2023 to Mar 29, 2024
- Private funds · 8 to 10May 17, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $60.8M to $81.1MMay 17, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $60.8M to $81.1MMay 17, 2023 to Mar 29, 2024
- RAUM · $60.8M to $81.1MMay 17, 2023 to Mar 29, 2024
- Assets in custody · $60.8M to $60.8MDec 21, 2022 to Mar 30, 2023
- Discretionary RAUM · $60.8M to $0Dec 21, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $0 to $60.8MDec 21, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $60.8M to $60.8MDec 21, 2022 to Mar 30, 2023
- RAUM · $60.8M to $60.8MDec 21, 2022 to Mar 30, 2023
- Related adviser · true to falseDec 21, 2022 to Mar 30, 2023
- Accounts · 26 to 8Jun 27, 2022 to Dec 21, 2022
- Pooled vehicle clients · 26 to 8Jun 27, 2022 to Dec 21, 2022
- Assets in custody · $130M to $60.8MJun 27, 2022 to Dec 21, 2022
- Private funds · 52 to 8Jun 27, 2022 to Dec 21, 2022
Signals
5 dated events
- P••• J•••••• J••••• (Chief Operating Officer) appeared on Schedule A of G••••••••• M••••••••• L••Oct 2, 2024 · Control person joined · fact
- V••••••••• O••• M••••• (Chief Financial Officer & Chief Compliance Officer) no longer on Schedule A of G••••••••• M••••••••• L•• (listed 2024-05-03, absent 2024-10-02)Oct 2, 2024 · Control person left · inference
- Lai Wenping Zhao (Chief Compliance Officer & Managing Director Of Finance And Accounting) no longer on Schedule A of G••••••••• M••••••••• L•• (listed 2023-05-17, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- V••••••••• O••• M••••• (Chief Financial Officer & Chief Compliance Officer) appeared on Schedule A of G••••••••• M••••••••• L••Mar 29, 2024 · Control person joined · fact
- G••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 27, 2022 · 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/greenbrookpartners/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- g•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (347) 696-4385reportedpublic record, Form ADV, Mar 30, 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
Across the graphs
G••••••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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