DFX Intelligence

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G•••••• S••••• P•••••••

Asset manager (funds and pooled vehicles)SEC-registered6 private fundswebsite

Asset manager (funds and pooled vehicles), reporting $1.2B of regulatory assets.

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

As of 2026-06-30 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $1.2B
Advisors: 0
RAUM change, 1 year: +36%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-06-30 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

+35.8%
RAUM, one year
RAUM $857M to $1.16B (+35.8%) on the Form ADV filed 30 Jun 2026.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

Every filed figure, and the identifiersCRD 319109 · SEC 801-124779 · 10 filingsShow

CRD 319109SEC 801-124779Legal name G•••••• S••••• P••••••• M••••••••• C•••••• L••First filing on the tape Mar 29, 2022, latest Jun 30, 2026SEC status approved since Apr 29, 2022IAPD

RAUM

$1.2B

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

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

10 filings and snapshots on the tape

RAUM +41% a year over three years · the tape starts Mar 29, 2022

Peer group: Asset managers, $1B to $5B, 1,506 firms

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

RAUM$1.2B as of Jun 30, 2026

Mar 29, 2023$419M then

HNW client RAUM$0 as of Jun 30, 2026

Mar 29, 2023$0 then

State-registered IARs (5.B.3)0 as of Jun 30, 2026

Mar 29, 20230 then

Employees (5.A)10 as of Jun 30, 2026

Mar 29, 20235 then

Private funds6 as of Jun 30, 2026

Mar 29, 20231 then

RAUM +36% over the last fiscal year+41% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jun 30, 2026; 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: $129MderivedRAUM 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: unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year: +36%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: $1.1B, 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)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
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 testimonials (5.L.1.c)
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$1.2B100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 9reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $1.1B for 9 clientsreported
Compensation: % of AUM, performancereported
Class basis: RAUM: 0% private clients, 100% pooled funds, 0% institutions; no related broker-dealer; no related bank; no bank ownerderived

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

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

Fund	Type	Gross assets	Owners	First reported
G•••••• S••••• P••••••• F•••• L•	Hedge Fund	$1.1B	158	Mar 29, 2022
G•• C••••••••• M••••• F•••• L•	Hedge Fund	$66.3M	2	Jun 30, 2026
G•• Z•• S•• I• L••	Private Equity Fund	$20.1M	5	Oct 26, 2023
G•• H••••••• I• L••	Private Equity Fund	$12.6M	14	Jun 30, 2026
G•• T••• O••••••••• V••••••• L••	Private Equity Fund	$10.8M	5	Oct 26, 2023

All 6 private fundslargest gross assets first

Fund	Type	Gross assets	Owners	First reported
G•• T••• S•• I• L••	Private Equity Fund	$2.0M	5	Oct 26, 2023

Owners and control persons

Schedule A and B, latest filing

C••••••••• A••••• · Co-Founder & Partnercontrol
since 02/2022 · owns less than 5%
M••••••• S••••• C•••••• · Co-Founder & Managing Partnercontrol
since 12/2021 · owns 75% or more
S•••••••• S••••••• A••••• · Partnercontrol
since 03/2022 · owns less than 5%
Z•••••• J••••• R••••• · Chief Compliance Officercontrol
since 10/2023 · owns less than 5%

Ownership changes

4 Schedule A changes between consecutive filings, latest first

Added J•••• Z••••• R••••• · Chief Compliance Officer control
filing of Oct 26, 2023, against Mar 29, 2023 · owns under 5%
Removed T••••• G•••• E• · Chief Compliance Officer
filing of Oct 26, 2023, against Mar 29, 2023 · owns under 5%
Added T••••• G•••• E• · Chief Compliance Officer
filing of Jul 22, 2022, against Mar 29, 2022 · owns under 5%
Added S•••••• S••••••• A••••• · Partner control
filing of Jul 22, 2022, against Mar 29, 2022 · owns under 5%

Who runs the funds

related persons named most often on the Form D filings of the firm's funds; 1 fund-person rows in all

Name	Where	Funds	Filings	Named
S•••• M••••••executive officer	North Palm Beach, FL	1	6	Apr 12, 2022 to Jan 15, 2026

SEC Form D, item 3 (related persons: executive officers, directors and promoters of the issuer), every amendment on EDGAR. A name links to its IAPD record only when it matches exactly one Schedule A owner of the same adviser (1 of 1 here); every other name is as filed and is not joined to anyone.

13F holdings

quarter ended Jun 30, 2026, filed Aug 14, 2026

Reported value: $181M+8.2% on Mar 31, 2026 ($167M)reportedsec.gov
Positions: 10 in 10 issuers-9.1% on the quarterreported
Concentration: top 10 issuers 100%, largest 18%derivedlargest: Taiwan Semiconductor Manufac
Filed as: G•••••• S••••• P••••••• M••••••••• C••••••• L••reportedmatched by the 13F filer reports this CRD

Related persons

Schedule D 7.A

G•••••• S••••• G•• L••
pooled vehicle sponsorn
G•••••• S••••• P••••••• C••••• G•• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

Chicago, IL2 employees

What changed

consecutive filings, newest first

Accounts · 7 to 9
Jul 2, 2025 to Mar 30, 2026
Pooled vehicle clients · 7 to 9
Jul 2, 2025 to Mar 30, 2026
Assets in custody · $857M to $1.1B
Jul 2, 2025 to Mar 30, 2026
Employees · 9 to 10
Jul 2, 2025 to Mar 30, 2026
Private funds · 5 to 6
Jul 2, 2025 to Mar 30, 2026

Full history · 54 changes

Discretionary RAUM · $857M to $1.2B
Jul 2, 2025 to Mar 30, 2026
Pooled vehicle RAUM · $857M to $1.2B
Jul 2, 2025 to Mar 30, 2026
RAUM · $857M to $1.2B
Jul 2, 2025 to Mar 30, 2026
Financial planning clients · unset to
Mar 27, 2025 to Jul 2, 2025
HQ state · unset to
Mar 27, 2024 to Mar 27, 2025
Accounts · 5 to 7
Mar 27, 2024 to Mar 27, 2025
Pooled vehicle clients · 5 to 7
Mar 27, 2024 to Mar 27, 2025
Assets in custody · $529M to $857M
Mar 27, 2024 to Mar 27, 2025
Employees · 7 to 9
Mar 27, 2024 to Mar 27, 2025
HQ city · unset to
Mar 27, 2024 to Mar 27, 2025
Private funds · 4 to 5
Mar 27, 2024 to Mar 27, 2025
Discretionary RAUM · $529M to $857M
Mar 27, 2024 to Mar 27, 2025
Pooled vehicle RAUM · $529M to $857M
Mar 27, 2024 to Mar 27, 2025
RAUM · $529M to $857M
Mar 27, 2024 to Mar 27, 2025
Assets in custody · $509M to $529M
Oct 26, 2023 to Mar 27, 2024
Discretionary RAUM · $509M to $529M
Oct 26, 2023 to Mar 27, 2024
Pooled vehicle RAUM · $509M to $529M
Oct 26, 2023 to Mar 27, 2024
RAUM · $509M to $529M
Oct 26, 2023 to Mar 27, 2024
Accounts · 2 to 5
Mar 29, 2023 to Oct 26, 2023
Pooled vehicle clients · 2 to 5
Mar 29, 2023 to Oct 26, 2023
Assets in custody · $447M to $509M
Mar 29, 2023 to Oct 26, 2023
Employees · 5 to 7
Mar 29, 2023 to Oct 26, 2023
Other offices · 2 to 1
Mar 29, 2023 to Oct 26, 2023
Private funds · 1 to 4
Mar 29, 2023 to Oct 26, 2023
Discretionary RAUM · $419M to $509M
Mar 29, 2023 to Oct 26, 2023
Pooled vehicle RAUM · $419M to $509M
Mar 29, 2023 to Oct 26, 2023
RAUM · $419M to $509M
Mar 29, 2023 to Oct 26, 2023
Related bank · true to false
Mar 29, 2023 to Oct 26, 2023
Advisory employees · 3 to 5
Jul 22, 2022 to Mar 29, 2023
Assets in custody · $423M to $447M
Jul 22, 2022 to Mar 29, 2023
Employees · 3 to 5
Jul 22, 2022 to Mar 29, 2023
Discretionary RAUM · $423M to $419M
Jul 22, 2022 to Mar 29, 2023
Pooled vehicle RAUM · $423M to $419M
Jul 22, 2022 to Mar 29, 2023
RAUM · $423M to $419M
Jul 22, 2022 to Mar 29, 2023
Accounts · 0 to 2
Mar 29, 2022 to Jul 22, 2022
Business name · G•••••• S••••• P••••••• M••••••••• C•••••• L•• to G•••••• S••••• P•••••••
Mar 29, 2022 to Jul 22, 2022
Charity clients · unset to 0.0
Mar 29, 2022 to Jul 22, 2022
Corporate clients · unset to 0.0
Mar 29, 2022 to Jul 22, 2022
HNW clients · unset to 0.0
Mar 29, 2022 to Jul 22, 2022
Individual clients · unset to 0.0
Mar 29, 2022 to Jul 22, 2022
Pension plan clients · unset to 0.0
Mar 29, 2022 to Jul 22, 2022
Assets in custody · $0 to $423M
Mar 29, 2022 to Jul 22, 2022
Other offices · 1 to 2
Mar 29, 2022 to Jul 22, 2022
Discretionary RAUM · $0 to $423M
Mar 29, 2022 to Jul 22, 2022
HNW RAUM · unset to 0.0
Mar 29, 2022 to Jul 22, 2022
Individual RAUM · unset to 0.0
Mar 29, 2022 to Jul 22, 2022
Pension RAUM · unset to 0.0
Mar 29, 2022 to Jul 22, 2022
Pooled vehicle RAUM · $0 to $423M
Mar 29, 2022 to Jul 22, 2022
RAUM · $0 to $423M
Mar 29, 2022 to Jul 22, 2022

Signals

8 dated events

••• Locked
Jun 30, 2026 · private fund first reported · fact
••• Locked
Jun 30, 2026 · private fund gav change · fact
••• Locked
Jun 30, 2026 · private fund first reported · fact
••• Locked
Mar 30, 2026 · RAUM change · derived
••• Locked
Mar 27, 2025 · RAUM change · derived

Full timeline · 8 events

••• Locked
Oct 26, 2023 · Control person joined · fact
••• Locked
Jul 22, 2022 · Control person joined · fact
••• Locked
Mar 29, 2022 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

G•••••• S••••• P••••••• · Private Equity
same CRD · organization

Web presence

addresses the firm lists on IAPD today, and the ones its Form ADV filings listed before

Website (1), LinkedIn company page (1) · the addresses open with an account

1 earlier address on Form ADV filings, the earliest seen Mar 27, 2024

How to reach

public business contact points only, each with its source

Website: ••• Lockedreportedpublic record, Form ADV, Jun 30, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Jun 30, 2026

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: Asset manager (funds and pooled vehicles)deriveda 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•••••• S••••• P••••••• is the same institution as 1 record in Private Equity.

Private Equity1

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.

Checking your plan…

Not yet on record: net advisor flow, 12 months.