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•••••• G••••• L••
Latest filing Aug 4, 2026
First filing on the tape Oct 15, 2021 · 12 filings
SEC status approved since Nov 16, 2021
RAUM
$1.1B
reported, Item 5.F
Discretionary
28%
of RAUM
Private clients
6.9%
$78.1M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
13
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.1B as of Aug 4, 2026
Mar 16, 2022$634M then
HNW client RAUM$78.1M as of Aug 4, 2026
Mar 16, 2022$477M then
State-registered IARs (5.B.3)0 as of Aug 4, 2026
Mar 16, 20220 then
Employees (5.A)6 as of Aug 4, 2026
Mar 16, 20221 then
Private funds13 as of Aug 4, 2026
Mar 16, 20223 then
RAUM +0.8% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 4, 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
- $19.5MderivedHNW RAUM over HNW clients
- Average account
- $2.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 28%derivedof RAUM
- Institutional
- 11%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
- +0.8%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
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $265M, 37 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$739M65%
- Pooled investment vehicles$185M16%
- Charitable organizations$129M11%
- High-net-worth individuals$78.1M6.9%
- Individual clients
- n/areported
- HNW clients
- 4reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 416reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $265M for 37 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.07 fund_share=0.16 institutional_share=0.11 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•••••••• H•••••••• L•• | Private Equity Fund | $5.1M | 12 | Mar 30, 2023 |
| G•• S•••••••• I••••••••• I• L• | Private Equity Fund | $2.5M | 3 | Mar 16, 2022 |
| G•••••••• H•••••••• L•• | Private Equity Fund | $2.4M | 4 | Mar 30, 2023 |
| G•••••••• H•••••••• L•• | Private Equity Fund | $2.0M | 8 | Mar 28, 2024 |
| G•••••••• H•••••••• L•• | Private Equity Fund | $968,943 | 4 | Mar 16, 2022 |
| G•••••••• H•••••••• L•• | Private Equity Fund | $876,133 | 5 | Mar 16, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• J••••••• M•••••• · Managing Member/Chief Compliance Officercontrolsince 04/2021 · owns 75% or more
- B••••• F••••• K••••••• · Ownersince 06/2021 · owns 10% to 25%
- W•••• T•••••• R••••• · Ownersince 06/2021 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 136 to 416Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 8 to 13Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $171M to $265MMar 28, 2025 to Mar 31, 2026
- Employees · 5 to 6Mar 28, 2025 to Mar 31, 2026
- Private funds · 9 to 13Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $202M to $318MMar 28, 2025 to Mar 31, 2026
- HNW RAUM · $69.0M to $78.1MMar 28, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $919M to $813MMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $124M to $185MMar 28, 2025 to Mar 31, 2026
- RAUM · $1.1B to $1.1BMar 28, 2025 to Mar 31, 2026
- Accounts · 128 to 136Aug 27, 2024 to Mar 28, 2025
- Advisory activities · 3 to 4Aug 27, 2024 to Mar 28, 2025
- Charity clients · unset to 1.0Aug 27, 2024 to Mar 28, 2025
- Corporate clients · unset to 4.0Aug 27, 2024 to Mar 28, 2025
- HNW clients · unset to 4.0Aug 27, 2024 to Mar 28, 2025
- Individual clients · 0.0 to unsetAug 27, 2024 to Mar 28, 2025
- Pension plan clients · 0.0 to unsetAug 27, 2024 to Mar 28, 2025
- Pooled vehicle clients · 6 to 8Aug 27, 2024 to Mar 28, 2025
- Assets in custody · $135M to $171MAug 27, 2024 to Mar 28, 2025
- Financial planning clients · unset to 1-10Aug 27, 2024 to Mar 28, 2025
- Private funds · 6 to 9Aug 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $148M to $202MAug 27, 2024 to Mar 28, 2025
- HNW RAUM · $62.6M to $69.0MAug 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $918M to $919MAug 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $69.6M to $124MAug 27, 2024 to Mar 28, 2025
- RAUM · $1.1B to $1.1BAug 27, 2024 to Mar 28, 2025
- Accounts · 16 to 128Jan 24, 2024 to Mar 28, 2024
- Advisory employees · 1 to 4Jan 24, 2024 to Mar 28, 2024
- Corporate clients · 0.0 to unsetJan 24, 2024 to Mar 28, 2024
- Pooled vehicle clients · 5 to 6Jan 24, 2024 to Mar 28, 2024
- Assets in custody · $0 to $135MJan 24, 2024 to Mar 28, 2024
- Custody of client assets · false to trueJan 24, 2024 to Mar 28, 2024
- Employees · 2 to 5Jan 24, 2024 to Mar 28, 2024
- Private funds · 5 to 6Jan 24, 2024 to Mar 28, 2024
- Discretionary RAUM · $104M to $148MJan 24, 2024 to Mar 28, 2024
- HNW RAUM · $596M to $62.6MJan 24, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $666M to $918MJan 24, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $57.4M to $69.6MJan 24, 2024 to Mar 28, 2024
- RAUM · $770M to $1.1BJan 24, 2024 to Mar 28, 2024
- Accounts · 11 to 16Mar 30, 2023 to Mar 31, 2023
Signals
2 dated events
- G••••• C•••••• G••••• L•• reported RAUM $1.1B, up 38% from $769.7M (2024-01-24 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- G••••• C•••••• G••••• L•• filed its initial SEC registration (Form ADV)Oct 15, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••••• C•••••• G••••• L•• · Independent Sponsorsshared crd · capital_provider
- G••••• C•••••• G••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- godwincap.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-795-8300reportedpublic record, Form ADV, Aug 4, 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
- Other adviserderiveda 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