DFX Intelligence
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SEC-registered adviser
G• I••••••••• P•••••••• L•
Latest filing Mar 27, 2026
First filing on the tape Jun 30, 2022 · 8 filings
SEC status approved since Aug 3, 2022
RAUM
$853M
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
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$853M as of Mar 27, 2026
Mar 30, 2023$462M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 30, 20230 then
Employees (5.A)6 as of Mar 27, 2026
Mar 30, 20236 then
Private funds4 as of Mar 27, 2026
Mar 30, 20234 then
RAUM +12% over the last fiscal year+23% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $122MderivedRAUM 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
- +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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- 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$853M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G• P••••••• P•••••• C••••• F••• I• L• | Other Private Fund | $368M | 173 | Jun 30, 2022 |
| G• P••••••• • M••••••• C•••••• F•••• L• | Other Private Fund | $143M | 6 | Jun 30, 2022 |
| G• P••••••• • L••• C•••••• F•••• L• | Other Private Fund | $72.9M | 17 | Mar 26, 2024 |
| G• P••••••• S•• I•• L• | Other Private Fund | $15.8M | 13 | Mar 30, 2023 |
| G• P••••••• S•• I• L• | Other Private Fund | $15.3M | 14 | Jun 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- F••• M••• · Limited Partnercontrolsince 07/2021 · owns 25% to 50%
- N•••••••• B••••••• K•••• · Director Of Finance, Chief Compliance Officercontrolsince 08/2022 · owns less than 5%
- W•••••• S••••• P•••••• · Limited Partnercontrolsince 07/2021 · owns 25% to 50%
- W••••••••• J••••••• D••• · Limited Partnercontrolsince 07/2021 · owns 25% to 50%
- F••• M••• · Membercontrolsince 07/2021 · owns 25% to 50% of G• P••••••• G•• L••
- W•••••• S••••• P•••••• · Membercontrolsince 07/2021 · owns 25% to 50% of G• P••••••• G•• L••
- W••••••••• J••••••• D••• · Membercontrolsince 07/2021 · owns 25% to 50% of G• P••••••• G•• L••
Entity owners
- G• P••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- G• P••••••• • G• M••••••• C•••••• L••pooled vehicle sponsorn
- G• P••••••• • L••• C•••••• G•• L••pooled vehicle sponsorn
- G• P••••••• G• F••• I• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 8 to 7Mar 27, 2025 to Mar 27, 2026
- Advisory employees · 6 to 5Mar 27, 2025 to Mar 27, 2026
- Pooled vehicle clients · 8 to 7Mar 27, 2025 to Mar 27, 2026
- Employees · 7 to 6Mar 27, 2025 to Mar 27, 2026
- Private funds · 5 to 4Mar 27, 2025 to Mar 27, 2026
- Discretionary RAUM · $760M to $853MMar 27, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $760M to $853MMar 27, 2025 to Mar 27, 2026
- RAUM · $760M to $853MMar 27, 2025 to Mar 27, 2026
- Accounts · 7 to 8May 14, 2024 to Mar 27, 2025
- Advisory employees · 5 to 6May 14, 2024 to Mar 27, 2025
- Pooled vehicle clients · 7 to 8May 14, 2024 to Mar 27, 2025
- Employees · 6 to 7May 14, 2024 to Mar 27, 2025
- Financial planning clients · unset to May 14, 2024 to Mar 27, 2025
- Discretionary RAUM · $615M to $760MMay 14, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $615M to $760MMay 14, 2024 to Mar 27, 2025
- RAUM · $615M to $760MMay 14, 2024 to Mar 27, 2025
- Accounts · 5 to 7May 9, 2023 to Mar 26, 2024
- Pooled vehicle clients · 5 to 7May 9, 2023 to Mar 26, 2024
- Private funds · 4 to 5May 9, 2023 to Mar 26, 2024
- Discretionary RAUM · $462M to $615MMay 9, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $462M to $615MMay 9, 2023 to Mar 26, 2024
- RAUM · $462M to $615MMay 9, 2023 to Mar 26, 2024
- Accounts · 4 to 5Jul 15, 2022 to Mar 30, 2023
- Pooled vehicle clients · 4 to 5Jul 15, 2022 to Mar 30, 2023
- Private funds · 3 to 4Jul 15, 2022 to Mar 30, 2023
- Discretionary RAUM · $304M to $462MJul 15, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $304M to $462MJul 15, 2022 to Mar 30, 2023
- RAUM · $304M to $462MJul 15, 2022 to Mar 30, 2023
Signals
5 dated events
- G• I••••••••• P•••••••• L• reported RAUM $615.0M, up 33% from $461.8M (2023-05-09 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- G• I••••••••• P•••••••• L• reported RAUM $461.8M, up 52% from $304.2M (2022-07-15 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- K•••• B•••••• N••••••• (Director Of Finance, Chief Compliance Officer) appeared on Schedule A of G• I••••••••• P•••••••• L•Mar 30, 2023 · Control person joined · fact
- W•••••• M•••••• F•••••• (Chief Compliance Officer & Director Of Finance) no longer on Schedule A of G• I••••••••• P•••••••• L• (listed 2022-06-30, absent 2022-07-15)Jul 15, 2022 · Control person left · inference
- 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
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/gt-investment-partnersreportedpublic record, Form ADV, Sep 21, 2026
- Website
- g••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 310-210-9178reportedpublic record, Form ADV, Mar 27, 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