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•••• M••••••• P•••••••• L••
Latest filing May 15, 2026
First filing on the tape Jun 23, 2024 · 9 filings
SEC status approved since Jul 23, 2024
RAUM
$308M
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
7
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$308M as of May 15, 2026
Mar 28, 2025$224M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 15, 2026
Mar 28, 20250 then
Employees (5.A)7 as of May 15, 2026
Mar 28, 20256 then
Private funds4 as of May 15, 2026
Mar 28, 20253 then
RAUM +37% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 15, 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
- $76.9MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%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
- $308M, 4 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$308M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $308M for 4 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•• H•••• L• | Other Private Fund | $140M | 34 | Mar 23, 2024 |
| G•• M•••• L• | Other Private Fund | $27.0M | 26 | Mar 23, 2024 |
| G•• P•• L• | Other Private Fund | $14.0M | 18 | Nov 29, 2022 |
| G•• U••••• L• | Other Private Fund | $80,000 | 18 | Nov 29, 2022 |
Owners and control persons
Schedule A and B, latest filing
- J••••• J•• R••••• · Managing Partner, Chief Compliance Officercontrolsince 06/2020 · owns 75% or more
Related persons
Schedule D 7.A
- G•• H•••• G•• L••pooled vehicle sponsory
- G•• M•••• G•• L••pooled vehicle sponsory
- G•• P•• G•• L••pooled vehicle sponsory
- G•• U••••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3 to 4Jul 3, 2025 to Mar 13, 2026
- Advisory employees · 6 to 7Jul 3, 2025 to Mar 13, 2026
- Pooled vehicle clients · 3 to 4Jul 3, 2025 to Mar 13, 2026
- Assets in custody · $224M to $308MJul 3, 2025 to Mar 13, 2026
- Employees · 6 to 7Jul 3, 2025 to Mar 13, 2026
- Private funds · 3 to 4Jul 3, 2025 to Mar 13, 2026
- Discretionary RAUM · $224M to $308MJul 3, 2025 to Mar 13, 2026
- Pooled vehicle RAUM · $224M to $308MJul 3, 2025 to Mar 13, 2026
- RAUM · $224M to $308MJul 3, 2025 to Mar 13, 2026
- Financial planning clients · unset to Jun 2, 2025 to Jul 3, 2025
- Accounts · 4 to 3Nov 21, 2024 to Mar 28, 2025
- Pooled vehicle clients · 4 to 3Nov 21, 2024 to Mar 28, 2025
- Assets in custody · unset to 224386419.0Nov 21, 2024 to Mar 28, 2025
- Custody of client assets · false to trueNov 21, 2024 to Mar 28, 2025
- Private funds · 4 to 3Nov 21, 2024 to Mar 28, 2025
- Discretionary RAUM · $181M to $224MNov 21, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $181M to $224MNov 21, 2024 to Mar 28, 2025
- RAUM · $181M to $224MNov 21, 2024 to Mar 28, 2025
- Private funds · 8 to 4Jun 23, 2024 to Aug 15, 2024
Signals
1 dated events
- G•••• M••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Jun 23, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G•••• M••••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- G•••• M••••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/grovemountainpartnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- g•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 678-655-6794reportedpublic record, Form ADV, May 15, 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