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G•• I••••••••• A••••••• L••

Former SEC-registered adviserFormer SEC adviser3 private funds· Atlanta, Georgia

Former SEC-registered adviser, based in Atlanta, Georgia, reporting $3.5B of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2023-03-30 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Last reported RAUM: $3.5B
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2023-03-30 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. No dated change on record yet.

Every filed figure, and the identifiersCRD 318844 · SEC 801-123518 · 3 filingsShow

CRD 318844SEC 801-123518First filing on the tape Feb 22, 2022, latest Mar 30, 2023IAPD

RAUM

$3.5B

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

Not computed

derived; firm RAUM over IAPD count

Employees

144

78 advisory (5.B.1)

Offices

beyond the principal office

Private funds

$3.5B gross assets

History

3 filings and snapshots on the tape

Filed figures over time · the tape starts Feb 22, 2022

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$3.5B as of Mar 30, 2023

Feb 22, 2022$2.1B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 30, 2023

Feb 22, 20220 then

Employees (5.A)144 as of Mar 30, 2023

Feb 22, 2022138 then

Private funds3 as of Mar 30, 2023

Feb 22, 20221 then

RAUM n/a over the last fiscal year

Practice profile

derived from the filing of Mar 30, 2023; every figure names its basis

The rule behind each archetype, and every derived figureShow

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: $1.2BderivedRAUM 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: unknownderived4 offices incl. principal (1.F.5)
RAUM growth, one year: unknownderivedbetween 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: portfolio management for pooled vehiclesreportedItem 5.G
Custody: $1.7B, 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

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)
an independent public accountant performs a surprise examination (9.C.1)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

100% pooled investment vehicles

The breakdown by client type, and the client counts1 client typesShow

Pooled investment vehicles$3.5B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 3reported
Financial planning clients: n/areported
Wrap fee programs: noreported
Custody of client assets: $1.7B for 3 clientsreported
Compensation: % of AUM, fixed, performancereported
Class basis: absent from the latest SEC rosterderived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

B••••• G••••••• S•••••• · Chief Executive Officercontrol
since 01/2021 · owns less than 5%
F•••• M••••••• N•• · G•••••• Counselcontrol
since 11/2019 · owns less than 5%
H•••••• J••••••• A••••• · Chief Operating Officercontrol
since 01/2021 · owns less than 5%
K••••• H•••••• A•••• · Chief Financial Officercontrol
since 10/2016 · owns less than 5%
N•••••••• J•••• T•••••• · Chief Compliance Officercontrol
since 04/2021 · owns less than 5%

All 10 control persons

P•••••• T•••••••• D••••• · Chief Investment Officercontrol
since 01/2017 · owns less than 5%
W••••••• M••••• J•••• · Trusteecontrol
since 12/2012 · owns 75% or more of G•• V••••• T•••• • N••
W••••••• M••••• J•••• · Trusteecontrol
since 12/2012 · owns 75% or more of G•• V••••• T•••• • M••
W••••••• N•••• W••••••• · Trusteecontrol
since 12/2012 · owns 75% or more of G•• V••••• T•••• • N••
W••••••• N•••• W••••••• · Trusteecontrol
since 12/2012 · owns 75% or more of G•• V••••• T•••• • M••

Entity owners

G•• I••••••••• A••••••• C••••••••• · Member
direct · owns 75% or more
G•• V••••• T•••• • M•• · Shareholder (Series A)
indirect · owns 50% to 75% of G•• I••••••••• A••••••• C•••••••••
G•• V••••• T•••• • N•• · Shareholder (Series A)
indirect · owns 50% to 75% of G•• I••••••••• A••••••• C•••••••••

Related persons

Schedule D 7.A

G•••••• I•••••••• S••••••• I•••
real estatey
G•• I••••••••• V•••• F••• G• L••
pooled vehicle sponsory
G•• M••••••• F••• G• L••
pooled vehicle sponsory

Offices

Schedule D 1.F, the 25 largest

Boston, MA39 employees
Dallas, TX17 employees
San Francisco, CA4 employees

What changed

consecutive filings, newest first

Advisory employees · 73 to 78
Nov 8, 2022 to Mar 30, 2023
Assets in custody · $2.1B to $1.7B
Nov 8, 2022 to Mar 30, 2023
Employees · 179 to 144
Nov 8, 2022 to Mar 30, 2023
Discretionary RAUM · $3.5B to $3.5B
Nov 8, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $3.5B to $3.5B
Nov 8, 2022 to Mar 30, 2023

Full history · 16 changes

RAUM · $3.5B to $3.5B
Nov 8, 2022 to Mar 30, 2023
Accounts · 1 to 3
Feb 22, 2022 to Nov 8, 2022
Advisory employees · 55 to 73
Feb 22, 2022 to Nov 8, 2022
Pooled vehicle clients · 1 to 3
Feb 22, 2022 to Nov 8, 2022
Assets in custody · $733M to $2.1B
Feb 22, 2022 to Nov 8, 2022
Employees · 138 to 179
Feb 22, 2022 to Nov 8, 2022
Other offices · 2 to 3
Feb 22, 2022 to Nov 8, 2022
Private funds · 1 to 3
Feb 22, 2022 to Nov 8, 2022
Discretionary RAUM · $2.1B to $3.5B
Feb 22, 2022 to Nov 8, 2022
Pooled vehicle RAUM · $2.1B to $3.5B
Feb 22, 2022 to Nov 8, 2022
RAUM · $2.1B to $3.5B
Feb 22, 2022 to Nov 8, 2022

Signals

2 dated events

••• Locked
Nov 8, 2022 · RAUM change · derived
••• Locked
Feb 22, 2022 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

G•• I••••••••• A••••••• L•• · Private Equity
same CRD · organization

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

G•• I••••••••• A••••••• L•• is the same institution as 2 records in Private Equity and Real Estate Funds.

Private Equity1Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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