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••• R••• M••••••••• P••••••• I•• L••
Latest filing Mar 31, 2026
First filing on the tape Nov 30, 2021 · 17 filings
SEC status approved since Jan 3, 2022
RAUM
$857M
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
29
15 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
9
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$857M as of Mar 31, 2026
Mar 30, 2023$123M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20230 then
Employees (5.A)29 as of Mar 31, 2026
Mar 30, 202320 then
Private funds9 as of Mar 31, 2026
Mar 30, 20234 then
RAUM +17% over the last fiscal year+91% a year over threeIARs 0 to 0offices 1 to 2
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
- $95.2MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%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
- $668M, 9 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$857M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $668M for 9 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••• R••• N•• Z••• O••••••••• F••• I• L• | Private Equity Fund | $281M | 72 | Jul 29, 2022 |
| G••• R••• E••••• F••• I•••• L• | Private Equity Fund | $54.8M | 2 | Nov 30, 2021 |
| G••• R••• E••••• F••• V• L• | Private Equity Fund | $32.6M | 1 | Jul 29, 2024 |
| G••• R••• E••••• F••• I•••• L• | Private Equity Fund | $21.8M | 2 | Nov 30, 2021 |
| G••• R••• E••••• F••• I••• H•••••••• L• | Private Equity Fund | $18.1M | 23 | Nov 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- D•••••• T•••••••• A•••• · Membercontrolsince 11/2021 · owns 10% to 25%
- F•••••• E••••• T••• · General Counsel, Chief Compliance Officercontrolsince 11/2021 · owns less than 5%
- G••••••• A•••• S•••••• · Membercontrolsince 11/2021 · owns 10% to 25%
- H•••••• D••••• E••• · Membercontrolsince 11/2021 · owns 10% to 25%
- M•••••• M••••••• R•••• · Managing Membercontrolsince 11/2021 · owns 10% to 25%
Related persons
Schedule D 7.A
- G••• R••• E••••• P••••••• G• I•••• L•••pooled vehicle sponsorn
- G••• R••• E••••• P••••••• G• I•••• L•••pooled vehicle sponsorn
- G••• R••• E••••• P••••••• G• V• L•pooled vehicle sponsorn
- G••• R••• N•• Z••• O••••••••• F••• I• G•• L•pooled vehicle sponsorn
- G••• E••••• T••••••••• M••••••••• L••investment advisern
Advisers that list G••• R••• M••••••••• P••••••• I•• L•• as a related person
- 170956 n
Offices
Schedule D 1.F, the 25 largest
- Houston, TX1 employees
What changed
consecutive filings, newest first
- Advisory employees · 10 to 15Jul 2, 2025 to Mar 31, 2026
- Assets in custody · $336M to $668MJul 2, 2025 to Mar 31, 2026
- Employees · 24 to 29Jul 2, 2025 to Mar 31, 2026
- Discretionary RAUM · $703M to $857MJul 2, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $703M to $857MJul 2, 2025 to Mar 31, 2026
- RAUM · $703M to $857MJul 2, 2025 to Mar 31, 2026
- Related adviser · false to trueJul 2, 2025 to Mar 31, 2026
- Financial planning clients · unset to May 23, 2025 to Jul 2, 2025
- Other offices · 1 to 2May 23, 2025 to Jul 2, 2025
- Accounts · 8 to 9Mar 28, 2025 to May 23, 2025
- Pooled vehicle clients · 8 to 9Mar 28, 2025 to May 23, 2025
- Assets in custody · $366M to $336MMar 28, 2025 to May 23, 2025
- Private funds · 8 to 9Mar 28, 2025 to May 23, 2025
- Discretionary RAUM · $733M to $703MMar 28, 2025 to May 23, 2025
- Pooled vehicle RAUM · $733M to $703MMar 28, 2025 to May 23, 2025
- RAUM · $733M to $703MMar 28, 2025 to May 23, 2025
- Accounts · 4 to 8Oct 15, 2024 to Mar 28, 2025
- Advisory employees · 4 to 10Oct 15, 2024 to Mar 28, 2025
- Pooled vehicle clients · 4 to 8Oct 15, 2024 to Mar 28, 2025
- Assets in custody · $167M to $366MOct 15, 2024 to Mar 28, 2025
- Employees · 23 to 24Oct 15, 2024 to Mar 28, 2025
- Private funds · 5 to 8Oct 15, 2024 to Mar 28, 2025
- Discretionary RAUM · $384M to $733MOct 15, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $384M to $733MOct 15, 2024 to Mar 28, 2025
- RAUM · $384M to $733MOct 15, 2024 to Mar 28, 2025
- Related adviser · true to falseOct 15, 2024 to Mar 28, 2025
- Employees · 25 to 23Aug 7, 2024 to Oct 15, 2024
- Assets in custody · $175M to $167MMar 28, 2024 to Jul 29, 2024
- Employees · 26 to 25Mar 28, 2024 to Jul 29, 2024
- Private funds · 4 to 5Mar 28, 2024 to Jul 29, 2024
- Discretionary RAUM · $392M to $384MMar 28, 2024 to Jul 29, 2024
- Pooled vehicle RAUM · $392M to $384MMar 28, 2024 to Jul 29, 2024
- RAUM · $392M to $384MMar 28, 2024 to Jul 29, 2024
- Advisory employees · 5 to 4Dec 14, 2023 to Mar 28, 2024
- Assets in custody · $176M to $175MDec 14, 2023 to Mar 28, 2024
- Employees · 27 to 26Dec 14, 2023 to Mar 28, 2024
- Discretionary RAUM · $394M to $392MDec 14, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $394M to $392MDec 14, 2023 to Mar 28, 2024
- RAUM · $394M to $392MDec 14, 2023 to Mar 28, 2024
- Other offices · 0 to 1Mar 28, 2024 to Mar 28, 2024
Signals
6 dated events
- G••• R••• M••••••••• P••••••• I•• L•• reported RAUM $733.1M, up 91% from $384.5M (2024-10-15 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Andrew Griffin Perry (Managing Member) no longer on Schedule A of G••• R••• M••••••••• P••••••• I•• L•• (listed 2024-08-07, absent 2024-10-15)Oct 15, 2024 · Control person left · inference
- Vincent Kirk Lazarine (Managing Member) no longer on Schedule A of G••• R••• M••••••••• P••••••• I•• L•• (listed 2024-08-07, absent 2024-10-15)Oct 15, 2024 · Control person left · inference
- G••• R••• M••••••••• P••••••• I•• L•• reported RAUM $393.6M, up 147% from $159.2M (2023-05-16 to 2023-12-14)Dec 14, 2023 · RAUM change · derived
- Reade Matthew Miller (Managing Member) appeared on Schedule A of G••• R••• M••••••••• P••••••• I•• L••Mar 1, 2022 · Control person joined · fact
- G••• R••• M••••••••• P••••••• I•• L•• filed its initial SEC registration (Form ADV)Nov 30, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••• R••• M••••••••• P••••••• I•• L•• · Independent Sponsorsshared crd · capital_provider
- G••• R••• M••••••••• P••••••• I•• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- g••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-396-2850reportedpublic 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