DFX Intelligence

RIA Intelligence

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SEC-registered adviser

G••••• D•••• C••••••• L••

Asset manager (funds and pooled vehicles)Somerville, MassachusettsCRD 324485SEC 801-129341website IAPD

Latest filing Apr 30, 2026

First filing on the tape Jan 17, 2023 · 10 filings

SEC status approved since Jan 12, 2024

RAUM

$225M

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

n/a

derived; firm RAUM over IAPD count

Employees

6 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

10 filings and snapshots on the tape

RAUM$225M as of Apr 30, 2026

Jan 17, 2025$111M then

HNW client RAUM: no history

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

Jan 17, 20250 then

Employees (5.A)13 as of Apr 30, 2026

Jan 17, 20258 then

Private funds1 as of Apr 30, 2026

Jan 17, 20251 then

RAUM +56% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Apr 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: $225MderivedRAUM 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: +56%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 assetsreportedItem 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

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)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
an independent public accountant performs a surprise examination (9.C.1)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$225M100%

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: noreported
Compensation: % of AUMreported
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

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
G••••• D•••• E••••••• M•••••• F•••• L•	Other Private Fund	$111M	6	Jan 17, 2023

Owners and control persons

Schedule A and B, latest filing

K••••••••• G•••••• N•• · Chief Compliance Officercontrol
since 02/2024 · owns less than 5%
M••••• A•••• N•• · Founder, Managing Partner, And Chief Investment Officercontrol
since 12/2022 · owns 75% or more

Related persons

Schedule D 7.A

G••••• D•••• G•• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 50 %Change between filings · filing Apr 30, 2026
RAUM (Item 5.F) moved from $143,970,306 to $224,931,186 (+56.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +4.0% (1145 comparable advisers, 92.0th percentile of changes)
peers: asset managers, $100M to $500M (1,145) · 92% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Discretionary RAUM · $221M to $225M
Mar 31, 2026 to Apr 30, 2026
Pooled vehicle RAUM · $221M to $225M
Mar 31, 2026 to Apr 30, 2026
RAUM · $221M to $225M
Mar 31, 2026 to Apr 30, 2026
Advisory employees · 2 to 6
Dec 4, 2025 to Mar 31, 2026
Assets in custody · 137881131.0 to unset
Dec 4, 2025 to Mar 31, 2026
Custody of client assets · true to false
Dec 4, 2025 to Mar 31, 2026
HQ city · BOSTON to SOMERVILLE
Dec 4, 2025 to Mar 31, 2026
Discretionary RAUM · $138M to $221M
Dec 4, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $138M to $221M
Dec 4, 2025 to Mar 31, 2026
RAUM · $138M to $221M
Dec 4, 2025 to Mar 31, 2026
Assets in custody · $144M to $138M
Mar 31, 2025 to Dec 4, 2025
Discretionary RAUM · $144M to $138M
Mar 31, 2025 to Dec 4, 2025
Pooled vehicle RAUM · $144M to $138M
Mar 31, 2025 to Dec 4, 2025
RAUM · $144M to $138M
Mar 31, 2025 to Dec 4, 2025
Advisory employees · 5 to 2
Jan 17, 2025 to Mar 31, 2025
Assets in custody · $111M to $144M
Jan 17, 2025 to Mar 31, 2025
Employees · 8 to 13
Jan 17, 2025 to Mar 31, 2025
Financial planning clients · unset to
Jan 17, 2025 to Mar 31, 2025
Discretionary RAUM · $111M to $144M
Jan 17, 2025 to Mar 31, 2025
Pooled vehicle RAUM · $111M to $144M
Jan 17, 2025 to Mar 31, 2025
RAUM · $111M to $144M
Jan 17, 2025 to Mar 31, 2025
Accounts · unset to 1.0
Dec 13, 2023 to Mar 6, 2024
Assets in custody · $0 to $111M
Dec 13, 2023 to Mar 6, 2024
Discretionary RAUM · unset to 111037000.0
Dec 13, 2023 to Mar 6, 2024
Non-discretionary RAUM · unset to 0.0
Dec 13, 2023 to Mar 6, 2024
Pooled vehicle RAUM · $0 to $111M
Dec 13, 2023 to Mar 6, 2024
RAUM · unset to 111037000.0
Dec 13, 2023 to Mar 6, 2024

Signals

3 dated events

Nmn George Kalogeropoulos (Chief Compliance Officer) appeared on Schedule A of G••••• D•••• C••••••• L••
Mar 6, 2024 · Control person joined · fact
Brian Chad Coad (Chief Operating Officer, Chief Compliance Officer) no longer on Schedule A of G••••• D•••• C••••••• L•• (listed 2023-06-28, absent 2023-12-13)
Dec 13, 2023 · Control person left · inference
G••••• D•••• C••••••• L•• filed its initial SEC registration (Form ADV)
Jan 17, 2023 · 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

Website: g•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 501-952-9465reportedpublic record, Form ADV, Apr 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