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••••••
Legal name G•• C•••••• G•••••• D• R••••••• L•••
Latest filing Mar 30, 2026
First filing on the tape Aug 23, 2022 · 7 filings
SEC status approved since Aug 25, 2023
RAUM
$68.7M
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
12
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$68.7M as of Mar 30, 2026
Mar 4, 2024$138M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 4, 2024$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 4, 20240 then
Employees (5.A)12 as of Mar 30, 2026
Mar 4, 202419 then
Private funds1 as of Mar 30, 2026
Mar 4, 20243 then
RAUM -47% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $7.6MderivedRAUM 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
- -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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$68.7M100%
- 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
- noreported
- 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•• F••• | Hedge Fund | $76.6M | 26 | Aug 23, 2022 |
| G•• C••••••••• P•••••••• | Hedge Fund | $7.9M | 4 | Aug 23, 2022 |
| G•• S•••••• S••••••••• C•••• A• | Hedge Fund | $5.3M | 2 | Mar 4, 2024 |
Owners and control persons
Schedule A and B, latest filing
- D• S••••• P•••• M•••• · Partnercontrolsince 03/2015 · owns 25% to 50%
- M••••• R••••••• O••••• · Partnercontrolsince 03/2014 · owns 25% to 50%
- A•••••• G••••••• K•••••• · Partnersince 01/2018 · owns less than 5%
- D• S•••••••• A•••••• B••••• · Partnersince 03/2017 · owns less than 5%
- D••••••• V•••• B•••••••• J••• · Partnersince 04/2019 · owns less than 5%
- G••••• M••••••• O•••• · Partnersince 03/2020 · owns less than 5%
- M••••••• F••••• N•• · Partner And Chief Compliance Officersince 01/2017 · owns less than 5%
- M•••••• D• S••••• D•••••• H••••••• P•••• · Partnersince 03/2014 · owns 10% to 25%
- M••••• A•••••• N•• · Partnersince 01/2017 · owns 5% to 10%
- S•• K••• A••••• W•• · Partnersince 04/2019 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 14 to 9Aug 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 14 to 9Aug 28, 2025 to Mar 30, 2026
- Employees · 14 to 12Aug 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $88.8M to $68.7MAug 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $88.8M to $68.7MAug 28, 2025 to Mar 30, 2026
- RAUM · $88.8M to $68.7MAug 28, 2025 to Mar 30, 2026
- Accounts · 16 to 14Mar 24, 2025 to Aug 28, 2025
- Advisory employees · 8 to 6Mar 24, 2025 to Aug 28, 2025
- Advisory activities · 2 to 1Mar 24, 2025 to Aug 28, 2025
- Pooled vehicle clients · 16 to 14Mar 24, 2025 to Aug 28, 2025
- Employees · 18 to 14Mar 24, 2025 to Aug 28, 2025
- Private funds · 3 to 1Mar 24, 2025 to Aug 28, 2025
- Discretionary RAUM · $130M to $88.8MMar 24, 2025 to Aug 28, 2025
- Pooled vehicle RAUM · $130M to $88.8MMar 24, 2025 to Aug 28, 2025
- RAUM · $130M to $88.8MMar 24, 2025 to Aug 28, 2025
- Accounts · 11 to 16Mar 4, 2024 to Mar 24, 2025
- Pooled vehicle clients · 12 to 16Mar 4, 2024 to Mar 24, 2025
- Employees · 19 to 18Mar 4, 2024 to Mar 24, 2025
- Financial planning clients · unset to Mar 4, 2024 to Mar 24, 2025
- HQ state · unset to Mar 4, 2024 to Mar 24, 2025
- Discretionary RAUM · $138M to $130MMar 4, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $138M to $130MMar 4, 2024 to Mar 24, 2025
- RAUM · $138M to $130MMar 4, 2024 to Mar 24, 2025
- Accounts · 10 to 11Aug 2, 2023 to Mar 4, 2024
- Advisory employees · 11 to 8Aug 2, 2023 to Mar 4, 2024
- Pooled vehicle clients · 10 to 12Aug 2, 2023 to Mar 4, 2024
- Employees · 27 to 19Aug 2, 2023 to Mar 4, 2024
- Private funds · 2 to 3Aug 2, 2023 to Mar 4, 2024
- Discretionary RAUM · $154M to $138MAug 2, 2023 to Mar 4, 2024
- Pooled vehicle RAUM · $154M to $138MAug 2, 2023 to Mar 4, 2024
- RAUM · $154M to $138MAug 2, 2023 to Mar 4, 2024
- Accounts · 11 to 10Sep 13, 2022 to Aug 2, 2023
- Advisory employees · 12 to 11Sep 13, 2022 to Aug 2, 2023
- Pooled vehicle clients · 11 to 10Sep 13, 2022 to Aug 2, 2023
- Employees · 29 to 27Sep 13, 2022 to Aug 2, 2023
- Discretionary RAUM · $179M to $154MSep 13, 2022 to Aug 2, 2023
- Pooled vehicle RAUM · $179M to $154MSep 13, 2022 to Aug 2, 2023
- RAUM · $179M to $154MSep 13, 2022 to Aug 2, 2023
Signals
1 dated events
- G•• C•••••• filed its initial SEC registration (Form ADV)Aug 23, 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.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/geo-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 5511 2532-1065reportedpublic record, Form ADV, Mar 30, 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