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•••••• P•••••••
Legal name G•••••• C•••••• M••••••••• L••
Latest filing Jul 2, 2026
First filing on the tape Sep 20, 2021 · 14 filings
SEC status approved since Oct 25, 2021
RAUM
$2.1B
reported, Item 5.F
Discretionary
91%
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
23
22 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
17
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$2.1B as of Jul 2, 2026
Feb 24, 2022$774M then
HNW client RAUM$0 as of Mar 28, 2024
Feb 24, 2022$0 then
State-registered IARs (5.B.3)0 as of Jul 2, 2026
Feb 24, 20220 then
Employees (5.A)23 as of Jul 2, 2026
Feb 24, 20228 then
Private funds17 as of Jul 2, 2026
Feb 24, 20224 then
RAUM +37% over the last fiscal year+37% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Jul 2, 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
- $95.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%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
- +37%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $149M, 3 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)
- 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$2.1B98%
- Other investment advisers$36.9M1.8%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 22reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $149M for 3 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•• P••••••••• F••• I• L• | Private Equity Fund | $288M | 3 | Feb 22, 2022 |
| G•• S••••••••• I••• L• | Private Equity Fund | $235M | 32 | Feb 22, 2022 |
| G•• S••••••••• O••••••• I••• L• | Private Equity Fund | $190M | 9 | Feb 22, 2022 |
| H•••• F•••••••• B••••••• L•• | Private Equity Fund | $116M | 5 | Mar 28, 2024 |
| G•• S•••••••• O••••••••• I• L• | Private Equity Fund | $111M | 61 | Mar 28, 2024 |
| G•• G••••• C••••••••• L• | Private Equity Fund | $80.0M | 3 | Feb 22, 2022 |
| L•••••• S•• I• L•• | Private Equity Fund | $72.2M | 16 | Mar 31, 2023 |
| G•• S••••••••• I••• L• | Private Equity Fund | $50.0M | 19 | Mar 28, 2024 |
| N••••••••• P••••••• I• L•• | Private Equity Fund | $28.9M | 13 | Mar 28, 2024 |
| G•• S••••••••• O••••••• I••• L• | Private Equity Fund | $26.6M | 3 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• A•••• R••• · Chief Executive Officer / Managing Membercontrolsince 07/2021 · owns less than 5%
- K•••••• A•••••• C••••• · Chief Investment Officercontrolsince 04/2022 · owns less than 5%
- L••••• J•••••••• L••••• · Chief Compliance Officer, G•••••• Counselcontrolsince 10/2023 · owns less than 5%
- P••••••• W•••••• D•••• · Managing Directorcontrolsince 04/2022 · owns less than 5%
- T••••••• P••••••• M•••••• · Chief Financial Officercontrolsince 02/2024 · owns less than 5%
- G••••••• A•••• R••• · Membercontrolsince 11/2021 · owns 25% to 50% of G•• H••••••• G•• L••
- G••••••• A•••• R••• · Limited Partnercontrolsince 11/2021 · owns 25% to 50% of G•• H•••••••• L•
- K•••••• A•••••• C••••• · Limited Partnercontrolsince 11/2021 · owns 25% to 50% of G•• H•••••••• L•
- K•••••• A•••••• C••••• · Membercontrolsince 11/2021 · owns 25% to 50% of G•• H••••••• G•• L••
- P••••••• W•••••• D•••• · Limited Partnercontrolsince 03/2022 · owns 25% to 50% of G•• H•••••••• L•
- P••••••• W•••••• D•••• · Membercontrolsince 03/2022 · owns 25% to 50% of G•• H••••••• G•• L••
Entity owners
- G•• H•••••••• L• · Memberdirect · owns 75% or more
- G•• H••••••• G•• L•• · G•••••• Partnerindirect · owns F of G•• H•••••••• L•
Related persons
Schedule D 7.A
- F•• C•••••• M••••••••• L••investment advisern
- F•• C•••• I• L••pooled vehicle sponsorn
- G•• P••••••••• G• I• L••pooled vehicle sponsorn
- G•• S••••••••• G• I••• L••pooled vehicle sponsorn
- G•• S••••••••• G• I• L••pooled vehicle sponsorn
- G•• S•••••••• O••••••••• G• I• L••pooled vehicle sponsorn
- K••••• P•••••• L••n
- T•••• C•••••• G•••••• P•••••• I• L••pooled vehicle sponsorn
- T•••• C•••••• G•••••• P•••••• I•• L••pooled vehicle sponsorn
- T•••• C••••••• L••investment adviserbankn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 18 to 22Jul 1, 2025 to Mar 27, 2026
- Advisory employees · 16 to 22Jul 1, 2025 to Mar 27, 2026
- Pooled vehicle clients · 15 to 17Jul 1, 2025 to Mar 27, 2026
- Assets in custody · $121M to $149MJul 1, 2025 to Mar 27, 2026
- Employees · 17 to 23Jul 1, 2025 to Mar 27, 2026
- Other offices · 0 to 1Jul 1, 2025 to Mar 27, 2026
- Private funds · 15 to 17Jul 1, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.4B to $1.9BJul 1, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $155M to $196MJul 1, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.5B to $2.1BJul 1, 2025 to Mar 27, 2026
- RAUM · $1.5B to $2.1BJul 1, 2025 to Mar 27, 2026
- Financial planning clients · unset to May 12, 2025 to Jul 1, 2025
- Discretionary RAUM · $1.4B to $1.4BMar 30, 2025 to May 12, 2025
- Non-discretionary RAUM · $155M to $155MMar 30, 2025 to May 12, 2025
- Pooled vehicle RAUM · $1.5B to $1.5BMar 30, 2025 to May 12, 2025
- RAUM · $1.5B to $1.5BMar 30, 2025 to May 12, 2025
- Accounts · 10 to 18May 28, 2024 to Mar 30, 2025
- Advisory employees · 14 to 16May 28, 2024 to Mar 30, 2025
- Advisory activities · 1 to 2May 28, 2024 to Mar 30, 2025
- Charity clients · 0.0 to unsetMay 28, 2024 to Mar 30, 2025
- Corporate clients · 0.0 to unsetMay 28, 2024 to Mar 30, 2025
- HNW clients · 0.0 to unsetMay 28, 2024 to Mar 30, 2025
- Individual clients · 0.0 to unsetMay 28, 2024 to Mar 30, 2025
- Pension plan clients · 0.0 to unsetMay 28, 2024 to Mar 30, 2025
- Pooled vehicle clients · 10 to 15May 28, 2024 to Mar 30, 2025
- Assets in custody · $86.3M to $121MMay 28, 2024 to Mar 30, 2025
- Employees · 14 to 17May 28, 2024 to Mar 30, 2025
- Private funds · 10 to 15May 28, 2024 to Mar 30, 2025
- Discretionary RAUM · $1.1B to $1.4BMay 28, 2024 to Mar 30, 2025
- HNW RAUM · 0.0 to unsetMay 28, 2024 to Mar 30, 2025
- Individual RAUM · 0.0 to unsetMay 28, 2024 to Mar 30, 2025
- Non-discretionary RAUM · $0 to $155MMay 28, 2024 to Mar 30, 2025
- Pension RAUM · 0.0 to unsetMay 28, 2024 to Mar 30, 2025
- Pooled vehicle RAUM · $1.1B to $1.5BMay 28, 2024 to Mar 30, 2025
- RAUM · $1.1B to $1.5BMay 28, 2024 to Mar 30, 2025
- Related adviser · true to falseMay 28, 2024 to Mar 30, 2025
- Related bank · true to falseMay 28, 2024 to Mar 30, 2025
- Accounts · 5 to 10Oct 24, 2023 to Mar 28, 2024
- Advisory employees · 13 to 14Oct 24, 2023 to Mar 28, 2024
- Pooled vehicle clients · 5 to 10Oct 24, 2023 to Mar 28, 2024
Signals
11 dated events
- G•••••• C•••••• P••••••• reported RAUM $2.1B, up 37% from $1.5B (2025-07-01 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- G•••••• C•••••• P••••••• reported RAUM $1.5B, up 41% from $1.1B (2024-05-28 to 2025-03-30)Mar 30, 2025 · RAUM change · derived
- Michael Patrick Trimble (Chief Financial Officer) appeared on Schedule A of G•••••• C•••••• P•••••••Mar 28, 2024 · Control person joined · fact
- G•••••• C•••••• P••••••• reported RAUM $1.1B, up 33% from $817.4M (2023-10-24 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Marie Therese Stoch (Chief Financial Officer / Chief Compliance Officer) no longer on Schedule A of G•••••• C•••••• P••••••• (listed 2023-05-16, absent 2023-10-24)Oct 24, 2023 · Control person left · inference
- Landau Jonathan Lubin (Chief Compliance Officer, General Counsel) appeared on Schedule A of G•••••• C•••••• P•••••••Oct 24, 2023 · Control person joined · fact
- Dean Travis Lenkner (Member) no longer on Schedule A of G•••••• C•••••• P••••••• (listed 2022-04-22, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- David Warren Postman (Managing Director) appeared on Schedule A of G•••••• C•••••• P•••••••Mar 31, 2023 · Control person joined · fact
- Dean Travis Lenkner (Member) appeared on Schedule A of G•••••• C•••••• P•••••••Feb 22, 2022 · Control person joined · fact
- Conrad Ashley Keller (Member) appeared on Schedule A of G•••••• C•••••• P•••••••Feb 22, 2022 · Control person joined · fact
- G•••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)Sep 20, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G•••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- G•••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/gerchen-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- g••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 217-437-1300reportedpublic record, Form ADV, Jul 2, 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