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• I••••••••• M•••••••••
Legal name G• I••••••••• M••••••••• C•••
Latest filing Jan 30, 2026
First filing on the tape Oct 7, 2022 · 6 filings
SEC status approved since Nov 21, 2022
RAUM
$24B
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
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$24B as of Jan 30, 2026
Mar 8, 2023$50B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jan 30, 2026
Mar 8, 20230 then
Employees (5.A)5 as of Jan 30, 2026
Mar 8, 202317 then
Private funds: no history
RAUM -0.3% over the last fiscal year-21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jan 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
- $24BderivedRAUM 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
- -0.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $24B, 1 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$24B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $24B for 1 clientsreported
- Compensation
- n/areported
- 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• G••••••• O••• · Vice President- Public Equity, Multi-Asset Credit And Hedge Funds & Directorcontrolsince 10/2022 · owns less than 5%
- C••••••••• H•••••• · President, Chief Investment Officer & Directorcontrolsince 10/2022 · owns less than 5%
- K••••••••• V•••••••• · Vp, Chief Financial Officer, Treasurer & Directorcontrolsince 10/2022 · owns less than 5%
- S••••••••• S•••• · Vp, G•••••• Counsel, Chief Compliance Officer & Directorcontrolsince 10/2022 · owns less than 5%
Entity owners
- G•••••• E••••••• C•••••• · Ownerdirect · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- employee count dropChange between filings · filing Jan 30, 2026employees (Item 5.A) moved from 17.0 to 5.0 (-71.0%) between the annual amendments of 2025-02-27 and 2026-01-30; the peer median change was +3.0% (461 comparable advisers, 1.0th percentile of changes)peers: asset managers, $20B and over (461) · 0.9% percentile
What changed
consecutive filings, newest first
- Advisory employees · 7 to 2May 12, 2025 to Jan 30, 2026
- Assets in custody · $24B to $24BMay 12, 2025 to Jan 30, 2026
- Employees · 17 to 5May 12, 2025 to Jan 30, 2026
- Discretionary RAUM · $24B to $24BMay 12, 2025 to Jan 30, 2026
- Pooled vehicle RAUM · $24B to $24BMay 12, 2025 to Jan 30, 2026
- RAUM · $24B to $24BMay 12, 2025 to Jan 30, 2026
- Advisory employees · 8 to 7Feb 27, 2025 to May 12, 2025
- Financial planning clients · unset to Feb 27, 2025 to May 12, 2025
- Assets in custody · $46B to $24BMar 1, 2024 to Feb 27, 2025
- Discretionary RAUM · $46B to $24BMar 1, 2024 to Feb 27, 2025
- Pooled vehicle RAUM · $46B to $24BMar 1, 2024 to Feb 27, 2025
- RAUM · $46B to $24BMar 1, 2024 to Feb 27, 2025
- Related broker-dealer · true to falseMar 1, 2024 to Feb 27, 2025
- Assets in custody · $50B to $46BMar 8, 2023 to Mar 1, 2024
- Discretionary RAUM · $50B to $46BMar 8, 2023 to Mar 1, 2024
- Pooled vehicle RAUM · $50B to $46BMar 8, 2023 to Mar 1, 2024
- RAUM · $50B to $46BMar 8, 2023 to Mar 1, 2024
- Accounts · 0 to 1Oct 7, 2022 to Mar 8, 2023
- Advisory activities · 3 to 2Oct 7, 2022 to Mar 8, 2023
- Pooled vehicle clients · unset to 1.0Oct 7, 2022 to Mar 8, 2023
- Assets in custody · unset to 49512750895.0Oct 7, 2022 to Mar 8, 2023
- Custody of client assets · false to trueOct 7, 2022 to Mar 8, 2023
- Discretionary RAUM · $0 to $50BOct 7, 2022 to Mar 8, 2023
- Pooled vehicle RAUM · unset to 49512750895.0Oct 7, 2022 to Mar 8, 2023
- RAUM · $0 to $50BOct 7, 2022 to Mar 8, 2023
Signals
3 dated events
- G• I••••••••• M••••••••• reported RAUM $24.4B, down 47% from $45.8B (2024-03-01 to 2025-02-27)Feb 27, 2025 · RAUM change · derived
- Owen Gregory Bouleris (Vice President- Public Equity, Multi-Asset Credit And Hedge Funds & Director) appeared on Schedule A of G• I••••••••• M•••••••••Mar 8, 2023 · Control person joined · fact
- G• I••••••••• M••••••••• filed its initial SEC registration (Form ADV)Oct 7, 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
- Principal office phone
- 203-229-1145reportedpublic record, Form ADV, Jan 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