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
I••••••••
Legal name G••••• B••••••• G••••• L•
Latest filing Mar 31, 2026
First filing on the tape May 30, 2024 · 5 filings
SEC status approved since Jul 9, 2024
RAUM
$291M
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
10
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$291M as of Mar 31, 2026
Apr 30, 2025$192M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 30, 20250 then
Employees (5.A)10 as of Mar 31, 2026
Apr 30, 202512 then
Private funds6 as of Mar 31, 2026
Apr 30, 20256 then
RAUM +52% over the last fiscal yearIARs 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
- $41.6MderivedRAUM 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
- +52%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 businesses and institutions, 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)
- 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$186M64%
- Corporations and businesses$105M36%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- 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=0.64 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•••••••• G••••• F••• I••• L•• | Private Equity Fund | $90.5M | 110 | Mar 31, 2023 |
| I•••••••• G••••• F••• I••• L•• | Private Equity Fund | $50.0M | 94 | Mar 31, 2023 |
| I•••••••• G••••• F•••• L•• | Private Equity Fund | $40.4M | 77 | Mar 31, 2023 |
| I•••••••• G••••• F••• I•• P•••••••• L•• | Private Equity Fund | $8.4M | 27 | Mar 31, 2023 |
| G•••••• B••••••• L••no longer reported | Private Equity Fund | $1.4M | 14 | Mar 31, 2023 |
| I•••••••• G••••• F••• I•• P•••••••• L•• | Private Equity Fund | $1.3M | 10 | Mar 31, 2023 |
| I•••••••• G••••• F••• V• L• | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- I•••••••• G•••••••• F•••••••• · Chief Investment Offcercontrolsince 12/2020 · owns less than 5%
- R••••• B••••• D•••• · Founder, Chief Executive Officer And Chief Compliance Officercontrolsince 12/2020 · owns less than 5%
- R••••• B••••• D•••• · Trusteecontrolsince 10/2022 · owns F of B•••• R•••• T••••
- R••••• B••••• D•••• · Elected Managercontrolsince 09/2023 · owns F of G••••• B••••••• G•••• H•••••••• L••
Entity owners
- B•••• R•••• T•••• · Limited Partnerdirect · owns 75% or more
- G••••• B••••••• G•••• H•••••••• L•• · General Partnerdirect · owns less than 5%
- B•••• R•••• T•••• · Memberindirect · owns 75% or more of G••••• B••••••• G•••• H•••••••• L••
Related persons
Schedule D 7.A
- I•••••••• G•••• I••• L••pooled vehicle sponsorn
- I•••••••• G•••• I•• L••pooled vehicle sponsorn
- I•••••••• G••••• L••pooled vehicle sponsorn
- I•••••••• G••••• F••• V• G•• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $191,910,057 to $290,882,341 (+52.0%) between the annual amendments of 2025-04-30 and 2026-03-31; the peer median change was +4.0% (1147 comparable advisers, 91.0th percentile of changes)peers: asset managers, $100M to $500M (1,147) · 91% percentile
- institutional asset share shiftChange between filings · filing Mar 31, 2026institutional share of RAUM moved from 0.0% to 36.0% between the annual amendments of 2025-04-30 and 2026-03-31peers: asset managers, $100M to $500M (1,568)
What changed
consecutive filings, newest first
- Accounts · 6 to 7Aug 14, 2025 to Mar 31, 2026
- Advisory employees · 8 to 7Aug 14, 2025 to Mar 31, 2026
- Advisory activities · 1 to 2Aug 14, 2025 to Mar 31, 2026
- Employees · 12 to 10Aug 14, 2025 to Mar 31, 2026
- Discretionary RAUM · $192M to $291MAug 14, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $192M to $186MAug 14, 2025 to Mar 31, 2026
- RAUM · $192M to $291MAug 14, 2025 to Mar 31, 2026
- Business name · G••••• B••••••• G••••• L• to I••••••••Jun 5, 2024 to Apr 30, 2025
- Corporate clients · unset to 1.0Jun 5, 2024 to Apr 30, 2025
- Employees · 13 to 12Jun 5, 2024 to Apr 30, 2025
- Financial planning clients · unset to Jun 5, 2024 to Apr 30, 2025
- Discretionary RAUM · $191M to $192MJun 5, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $191M to $192MJun 5, 2024 to Apr 30, 2025
- RAUM · $191M to $192MJun 5, 2024 to Apr 30, 2025
- Private funds · 12 to 6May 30, 2024 to Jun 5, 2024
Signals
1 dated events
- G••••• B••••••• G••••• L• filed its initial SEC registration (Form ADV)May 30, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Investbev · Independent Sponsorsshared crd · capital_provider
- G••••• B••••••• G••••• L• · Private Equityshared crd · organization
- G••••• B••••••• G••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/investbevreportedpublic record, Form ADV, Sep 19, 2026
- Website
- i••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-617-9057reportedpublic 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