DFX Intelligence

RIA Intelligence

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SEC-registered adviser

G••••••••• I••••••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Dallas, TexasCRD 317830SEC 801-131734website IAPD

Latest filing Jul 1, 2026

First filing on the tape Nov 27, 2024 · 6 filings

SEC status approved since Jan 2, 2025

RAUM

$660M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$660M

derived; firm RAUM over IAPD count

Employees

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

6 filings and snapshots on the tape

RAUM$660M as of Jul 1, 2026

Mar 31, 2025$324M then

HNW client RAUM: no history

State-registered IARs (5.B.3)1 as of Jul 1, 2026

Mar 31, 20251 then

Employees (5.A)6 as of Jul 1, 2026

Mar 31, 20254 then

Private funds1 as of Jul 1, 2026

Mar 31, 20251 then

RAUM +104% over the last fiscal yearIARs 1 to 1

Practice profile

derived from the filing of Jul 1, 2026; every figure names its basis

Archetypes, each a printed rule

Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $660MderivedRAUM 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: $94.4MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 6.0derivedItem 5.A over advisors
Advisors per office: 1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +104%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 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)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
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$660M100%

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

1 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
C•••••• A•••••• L•••••••••	Dallas, Tx	Oct 10, 2023	11 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
G••••••••• C•••••• M••••• F•••• L•	Hedge Fund	$155M	36	Mar 23, 2022

Owners and control persons

Schedule A and B, latest filing

L••••••••• C••••••• A•••••• · Manager/Founding Partnercontrol
since 08/2021 · owns 25% to 50%
L••••••••• J•••• P••• · Manager/Founding Partnercontrol
since 08/2021 · owns 50% to 75%
L•••••• Z•••• S••••• · Chief Financial Officer / Chief Operating Officer/ Chief Compliance Officercontrol
since 08/2021 · owns less than 5%

Related persons

Schedule D 7.A

G••••••••• F••• G•• L••
pooled vehicle sponsorn
G••••••••• S••• L•
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 50 %Change between filings · filing Mar 31, 2026
RAUM (Item 5.F) moved from $324,119,042 to $660,452,521 (+104.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +8.0% (672 comparable advisers, 95.0th percentile of changes)
peers: asset managers, $500M to $1B (672) · 95% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 2 to 7
Oct 16, 2025 to Mar 31, 2026
Advisory employees · 3 to 5
Oct 16, 2025 to Mar 31, 2026
Advisory activities · 2 to 1
Oct 16, 2025 to Mar 31, 2026
Pooled vehicle clients · 2 to 7
Oct 16, 2025 to Mar 31, 2026
Employees · 4 to 6
Oct 16, 2025 to Mar 31, 2026
Discretionary RAUM · $324M to $660M
Oct 16, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $324M to $660M
Oct 16, 2025 to Mar 31, 2026
RAUM · $324M to $660M
Oct 16, 2025 to Mar 31, 2026
Financial planning clients · unset to
Mar 31, 2025 to Jun 12, 2025
Private funds · 2 to 1
Nov 27, 2024 to Mar 31, 2025
Discretionary RAUM · $249M to $324M
Nov 27, 2024 to Mar 31, 2025
Pooled vehicle RAUM · $249M to $324M
Nov 27, 2024 to Mar 31, 2025
RAUM · $249M to $324M
Nov 27, 2024 to Mar 31, 2025

Signals

2 dated events

G••••••••• I••••••••• M••••••••• L•• reported RAUM $660.5M, up 104% from $324.1M (2025-10-16 to 2026-03-31)
Mar 31, 2026 · RAUM change · derived
G••••••••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Nov 27, 2024 · 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

Website: g•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 254-716-6313reportedpublic record, Form ADV, Jul 1, 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: $660Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026