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•••••••• C•••••• P•••••••
Legal name G•••••••• C•••••• M••••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Jun 24, 2022 · 9 filings
SEC status approved since Jul 25, 2022
RAUM
$3.2B
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
25
17 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
10
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$3.2B as of Mar 31, 2026
Mar 31, 2023$610M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 31, 2023$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20230 then
Employees (5.A)25 as of Mar 31, 2026
Mar 31, 202326 then
Private funds10 as of Mar 31, 2026
Mar 31, 20234 then
RAUM +47% over the last fiscal year+74% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $266MderivedRAUM 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
- +47%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
- $3.2B, 12 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)
- 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)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.1B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 12reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.2B for 12 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.0 related_bd=false related_bank=true 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•••••••• C•••••• P••••••• T•• L••• | Private Equity Fund | $691M | 23 | Nov 22, 2022 |
| G•••••••• C•••••• P••••••• S•••• L••• | Private Equity Fund | $291M | 4 | Mar 28, 2024 |
| G•••••••• C•••••• P••••••• I•••• L••• | Private Equity Fund | $153M | 5 | Mar 31, 2023 |
| G•••••••• C•••••• P••••••• U••••• L••• | Private Equity Fund | $131M | 7 | Nov 22, 2022 |
| G•••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $59.5M | 6 | Mar 28, 2024 |
| G•••••••• C•••••• P••••••• I•••••••• L••• | Private Equity Fund | $48.1M | 2 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- M••••••• C••••••••• R••• · Managing Partner; Chief Executive Officercontrolsince 01/2022 · owns less than 5%
- J•••••••• G•••• · Membercontrolsince 04/2023 · owns 50% to 75% of G•••••••• C•••••• P••••••• M••• L••
- M••••••• C••••••••• R••• · Member, Managercontrolsince 10/2021 · owns 50% to 75% of G•••••••• C•••••• P••••••• M••• L••
- A••••• G••••••• P••• · Chief Financial Officersince 01/2024 · owns less than 5%
- J•••••••• G•••• · Managing Partnersince 01/2022 · owns less than 5%
- R•••• G••••••••• K•••• · Chief Compliance Officer; Senior Advisorsince 01/2022 · owns less than 5%
Entity owners
- G••• M••••••••• H••••••• L••• · Limited Partnerdirect · owns 75% or more
- G•••••••• C•••••• P••••••• M••• L•• · General Partnerdirect · owns less than 5%
- G••• F••••• L••• · Limited Partnerindirect · owns 75% or more of G••• M••••••••• H••••••• L•••
Related persons
Schedule D 7.A
- G••• G• I•• L•••pooled vehicle sponsorn
- G•••••••• C•••••• P••••••• M••• L••pooled vehicle sponsory
- G•••••••• C•••••• C•••••••••y
- G•••••••• C•••••• P••••••• C•• A••••••••• L•••bankn
- G•••••••• C•••••• P••••••• I•••••••• A••••••••• L•••bankpooled vehicle sponsorn
- G•••••••• C•••••• P••••••• S•••• A••••••••• L•••bankpooled vehicle sponsorn
- G•••••••• C•••••• P••••••• T•• A••••••••• L•••bankpooled vehicle sponsorn
- G•••••••• C•••••• P••••••• U••••• A••••••••• L•••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Ny, NY7 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 6.0 to 10.0 (+67.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1022 comparable advisers, 97.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 8 to 12Jan 2, 2026 to Mar 31, 2026
- Advisory employees · 12 to 17Jan 2, 2026 to Mar 31, 2026
- Pooled vehicle clients · 6 to 10Jan 2, 2026 to Mar 31, 2026
- Assets in custody · $1.4B to $3.2BJan 2, 2026 to Mar 31, 2026
- Employees · 27 to 25Jan 2, 2026 to Mar 31, 2026
- Private funds · 6 to 10Jan 2, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.2B to $3.2BJan 2, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $2.1B to $3.1BJan 2, 2026 to Mar 31, 2026
- RAUM · $2.2B to $3.2BJan 2, 2026 to Mar 31, 2026
- Accounts · 6 to 8May 14, 2024 to Mar 31, 2025
- Advisory employees · 11 to 12May 14, 2024 to Mar 31, 2025
- Employees · 25 to 27May 14, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0May 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.4B to $2.2BMay 14, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.4B to $2.1BMay 14, 2024 to Mar 31, 2025
- RAUM · $1.4B to $2.2BMay 14, 2024 to Mar 31, 2025
- Accounts · 4 to 6Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 10 to 11Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 4 to 6Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $0 to $1.4BMar 31, 2023 to Mar 28, 2024
- Custody of client assets · false to trueMar 31, 2023 to Mar 28, 2024
- Employees · 26 to 25Mar 31, 2023 to Mar 28, 2024
- Private funds · 4 to 6Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $610M to $1.4BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $610M to $1.4BMar 31, 2023 to Mar 28, 2024
- RAUM · $610M to $1.4BMar 31, 2023 to Mar 28, 2024
- Accounts · 2 to 4Nov 22, 2022 to Mar 31, 2023
- Pooled vehicle clients · 2 to 4Nov 22, 2022 to Mar 31, 2023
- Private funds · 2 to 4Nov 22, 2022 to Mar 31, 2023
- Discretionary RAUM · $581M to $610MNov 22, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $581M to $610MNov 22, 2022 to Mar 31, 2023
- RAUM · $581M to $610MNov 22, 2022 to Mar 31, 2023
- Accounts · unset to 2.0Jun 24, 2022 to Nov 22, 2022
- Advisory employees · 11 to 10Jun 24, 2022 to Nov 22, 2022
- Advisory activities · 2 to 1Jun 24, 2022 to Nov 22, 2022
- Business name · G•••••••• C•••••• P••••••• L••• to G•••••••• C•••••• P•••••••Jun 24, 2022 to Nov 22, 2022
- Pooled vehicle clients · 0 to 2Jun 24, 2022 to Nov 22, 2022
- Employees · 24 to 26Jun 24, 2022 to Nov 22, 2022
- Organization form · Partnership to Limited PartnershipJun 24, 2022 to Nov 22, 2022
- Private funds · unset to 2Jun 24, 2022 to Nov 22, 2022
Signals
4 dated events
- G•••••••• C•••••• P••••••• reported RAUM $3.2B, up 47% from $2.2B (2026-01-02 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- G•••••••• C•••••• P••••••• reported RAUM $2.2B, up 58% from $1.4B (2024-05-14 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- G•••••••• C•••••• P••••••• reported RAUM $1.4B, up 125% from $610.2M (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- G•••••••• C•••••• P••••••• L••• filed its initial SEC registration (Form ADV)Jun 24, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G•••••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- G•••••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- greenbeltcapital.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 512-362-6260reportedpublic record, Form ADV, Mar 31, 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