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G•••••• I••••••••• O••••• L••

Other adviserSEC-registered· Londonwebsite

Other adviser, based in London, reporting $996M of regulatory assets.

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

As of 2026-03-30 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $996M
Advisors: 0
RAUM change, 1 year: -6.6%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-03-30 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 30 Mar 2026, RAUM $1.07B to $996M (-6.6%) on the Form ADV filed 30 Mar 2026.

Every filed figure, and the identifiersCRD 319352 · SEC 801-123595 · 16 filingsShow

CRD 319352SEC 801-123595First filing on the tape Mar 2, 2022, latest Mar 30, 2026SEC status approved since Apr 25, 2022IAPD

RAUM

$996M

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

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

16 filings and snapshots on the tape

RAUM +1.3% a year over three years · the tape starts Mar 2, 2022

Peer group: Other advisers, $500M to $1B, 95 firms

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

RAUM$996M as of Mar 30, 2026

Mar 31, 2023$959M then

HNW client RAUM: $514M

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

Mar 31, 20230 then

Employees (5.A)12 as of Mar 30, 2026

Mar 31, 20238 then

Private funds: no history

RAUM -6.6% over the last fiscal year+1.3% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 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: $26.2MderivedRAUM 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: unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year: -6.6%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 feesreportedItem 5.E
Advisory activities: portfolio management for individualsreportedItem 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

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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

100% corporations and businesses

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

Corporations and businesses$588M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 38reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixedreported
Class basis: RAUM: 0% private clients, 0% 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

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

I••••••• M•••••• D•••••••• · Elected Manager, Chief Compliance Officercontrol
since 09/2017 · owns less than 5%
L•••• A••• · Managing Partner, Owner, Ceocontrol
since 09/2017 · owns less than 5%
D••••• A•• · Shareholdercontrol
since 02/2018 · owns 25% to 50% of G•••••• I••••••••• O••••• ••••••• L••••••
L•••• A••• · Shareholdercontrol
since 10/2017 · general partner, trustee or elected manager of J••••• L••••••
L•••• S•••• · Shareholdercontrol
since 11/2023 · owns 25% to 50% of J••••• L••••••

Entity owners

G•••••• I••••••••• O••••• ••••••• L•••••• · General Partner, Owner
direct · owns 75% or more
J••••• L•••••• · Shareholder
indirect · owns 25% to 50% of G•••••• I••••••••• O••••• ••••••• L••••••

Ownership changes

3 Schedule A changes between consecutive filings, latest first

Added S•••• L••• · Shareholder control
filing of Nov 23, 2023, against Sep 14, 2023 · owns 25 to 50%
Added J••••• L•••••• · Shareholder control
filing of Jan 25, 2023, against Apr 22, 2022 · owns 25 to 50% · entity
Removed J••••• E••••• P••••••• L•••••• · Shareholder control
filing of Jan 25, 2023, against Apr 22, 2022 · general partner, trustee or elected manager · entity

Who runs the funds

related persons named most often on the Form D filings of the firm's funds

No Form D related person is on record for this firm's funds.

13F holdings

quarter ended Mar 31, 2026, filed May 13, 2026

Reported value: $193Mreportedsec.gov
Positions: 27 in 20 issuersreported
Concentration: top 10 issuers 91%, largest 26%derivedlargest: State Str Spdr S&P 500 Etf T
Filed as: G•••••• I••••••••• O••••• L••reportedmatched by the 13F filer reports this CRD

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

, 1 employee

What changed

consecutive filings, newest first

Accounts · 34 to 38
Mar 26, 2025 to Mar 30, 2026
Corporate clients · 14 to 13
Mar 26, 2025 to Mar 30, 2026
Discretionary RAUM · $1.1B to $996M
Mar 26, 2025 to Mar 30, 2026
RAUM · $1.1B to $996M
Mar 26, 2025 to Mar 30, 2026
Accounts · 33 to 34
Apr 10, 2024 to Mar 26, 2025

Full history · 35 changes

Corporate clients · 15 to 14
Apr 10, 2024 to Mar 26, 2025
Employees · 10 to 12
Apr 10, 2024 to Mar 26, 2025
Financial planning clients · unset to
Apr 10, 2024 to Mar 26, 2025
HQ state · unset to
Apr 10, 2024 to Mar 26, 2025
Discretionary RAUM · $977M to $1.1B
Apr 10, 2024 to Mar 26, 2025
RAUM · $977M to $1.1B
Apr 10, 2024 to Mar 26, 2025
Accounts · 31 to 33
Jan 10, 2024 to Mar 28, 2024
Advisory employees · 5 to 7
Jan 10, 2024 to Mar 28, 2024
Corporate clients · 13 to 15
Jan 10, 2024 to Mar 28, 2024
Employees · 8 to 10
Jan 10, 2024 to Mar 28, 2024
Discretionary RAUM · $828M to $977M
Jan 10, 2024 to Mar 28, 2024
RAUM · $828M to $977M
Jan 10, 2024 to Mar 28, 2024
Accounts · 33 to 31
Mar 31, 2023 to Sep 14, 2023
HNW clients · 16.0 to unset
Mar 31, 2023 to Sep 14, 2023
HNW RAUM · 514465737.0 to unset
Mar 31, 2023 to Sep 14, 2023
Non-discretionary RAUM · $131M to $0
Mar 31, 2023 to Sep 14, 2023
RAUM · $959M to $828M
Mar 31, 2023 to Sep 14, 2023
Accounts · 21 to 33
Feb 9, 2023 to Mar 31, 2023
Advisory employees · 6 to 5
Feb 9, 2023 to Mar 31, 2023
Corporate clients · unset to 13.0
Feb 9, 2023 to Mar 31, 2023
HNW clients · 21 to 16
Feb 9, 2023 to Mar 31, 2023
Other offices · 0 to 1
Feb 9, 2023 to Mar 31, 2023
Discretionary RAUM · $599M to $828M
Feb 9, 2023 to Mar 31, 2023
HNW RAUM · $722M to $514M
Feb 9, 2023 to Mar 31, 2023
Non-discretionary RAUM · $123M to $131M
Feb 9, 2023 to Mar 31, 2023
RAUM · $722M to $959M
Feb 9, 2023 to Mar 31, 2023
HNW clients · 11 to 21
Mar 9, 2022 to Mar 16, 2022
Individual clients · 4.0 to unset
Mar 9, 2022 to Mar 16, 2022
HNW RAUM · $404M to $722M
Mar 9, 2022 to Mar 16, 2022
Individual RAUM · 40276505.0 to unset
Mar 9, 2022 to Mar 16, 2022

Signals

3 dated events

••• Locked
Nov 23, 2023 · Control person joined · fact
••• Locked
Mar 31, 2023 · RAUM change · derived
••• Locked
Mar 2, 2022 · 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.

Web presence

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

Website (1), LinkedIn company page (1)

2 current web addresses

1 website, 1 linkedin company page

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

How to reach

public business contact points only, each with its source

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

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