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•• M••••••••• I••••••••• M••••••••• L••
Latest filing Jun 24, 2026
First filing on the tape Nov 16, 2023 · 8 filings
SEC status approved since Dec 18, 2023
RAUM
$5.9B
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
124
122 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
8
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$5.9B as of Jun 24, 2026
Mar 29, 2024$3.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 24, 2026
Mar 29, 20240 then
Employees (5.A)124 as of Jun 24, 2026
Mar 29, 2024106 then
Private funds8 as of Jun 24, 2026
Mar 29, 20243 then
RAUM +29% over the last fiscal yearIARs 0 to 0offices 5 to 6
Practice profile
derived from the filing of Jun 24, 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
- $536MderivedRAUM 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
- unknownderived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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
- 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•• M••••••• F••• L• | Hedge Fund | $2.1B | 47 | Feb 22, 2022 |
| G•• M••••••• I•••••• F••• L• | Hedge Fund | $1.2B | 8 | Nov 8, 2022 |
| G•• I••••••••• V•••• F••• L• | Real Estate Fund | $532M | 23 | Nov 8, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B••••• G••••••• S•••••• · President And Chief Executive Officercontrolsince 01/2021 · owns less than 5%
- F•••• M••••••• N•• · Executive Vice President And General Counselcontrolsince 11/2019 · owns less than 5%
- K••••• H•••••• A•••• · Chief Financial Officercontrolsince 10/2016 · owns less than 5%
- N•••••••• J•••• T•••••• · Senior Vice President And Chief Compliance Officercontrolsince 04/2021 · owns less than 5%
- P•••••• T•••••••• D••••• · Chief Investment Officercontrolsince 01/2017 · owns less than 5%
- B••••••• J••••• W• · Trusteecontrolsince 12/2024 · owns F of B••• O•••• P•• O•••• T••••
- W••••••• W•• G•••••• · Trusteecontrolsince 12/2024 · owns F of B••• O•••• P•• O•••• T••••
Entity owners
- G•• M••••••••• I••••••••• M••••••••• H•••••• L•• · Sole Memberdirect · owns 75% or more
- B••• O•••• F••••• T•••• C•••••• L•• · V••••• Trusteeindirect · owns F of G•• V••••• T•••• • M••
- B••• O•••• F••••• T•••• C•••••• L•• · V••••• Trusteeindirect · owns F of G•• V••••• T•••• • N••
- B••• O•••• P•• O•••• T•••• · Sole Memberindirect · owns 75% or more of B••• O•••• F••••• T•••• C•••••• L••
- G•• V••••• T•••• • M•• · Shareholderindirect · owns 50% to 75% of W•••••• D• I• H•••••• C•••••••••
- G•• V••••• T•••• • N•• · Shareholderindirect · owns 50% to 75% of W•••••• D• I• H•••••• C•••••••••
- W•••••• D• I• H•••••• C••••••••• · Member And Managerindirect · owns F of G•• M••••••••• I••••••••• M••••••••• H•••••• L••
Related persons
Schedule D 7.A
- G•• C••• I• J• G• L••pooled vehicle sponsorn
- G•• I••••••••• T••••••• I•••• G• L••pooled vehicle sponsorn
- G•• I••••••••• V•••• F••• G• L••pooled vehicle sponsorn
- G•• M••••••• F••• G• L••pooled vehicle sponsorn
- G•• M••••••• F••• G• O•••• C•••••••••pooled vehicle sponsorn
- G•• U•••• L•••••••• F••• G• O•••• C•••••••••pooled vehicle sponsorn
- L••••• I•••••••• C••••••real estaten
Offices
Schedule D 1.F, the 25 largest
- Boston, MA47 employees
- Dallas, TX20 employees
- New York, NY12 employees
- San Francisco, CA5 employees
What changed
consecutive filings, newest first
- Other offices · 5 to 6Mar 31, 2026 to Jun 24, 2026
- Accounts · 10 to 11Oct 6, 2025 to Mar 31, 2026
- Advisory employees · 121 to 122Oct 6, 2025 to Mar 31, 2026
- Pooled vehicle clients · 7 to 8Oct 6, 2025 to Mar 31, 2026
- Employees · 125 to 124Oct 6, 2025 to Mar 31, 2026
- Private funds · 7 to 8Oct 6, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.6B to $5.9BOct 6, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.6B to $5.9BOct 6, 2025 to Mar 31, 2026
- RAUM · $4.6B to $5.9BOct 6, 2025 to Mar 31, 2026
- Accounts · 9 to 10May 27, 2025 to Oct 6, 2025
- Pooled vehicle clients · 6 to 7May 27, 2025 to Oct 6, 2025
- Private funds · 6 to 7May 27, 2025 to Oct 6, 2025
- Financial planning clients · unset to Mar 31, 2025 to May 27, 2025
- Accounts · 5 to 9Dec 18, 2024 to Mar 31, 2025
- Advisory employees · 102 to 121Dec 18, 2024 to Mar 31, 2025
- Pooled vehicle clients · 3 to 6Dec 18, 2024 to Mar 31, 2025
- Employees · 106 to 125Dec 18, 2024 to Mar 31, 2025
- Other offices · 4 to 5Dec 18, 2024 to Mar 31, 2025
- Private funds · 3 to 6Dec 18, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.8B to $4.6BDec 18, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.8B to $4.6BDec 18, 2024 to Mar 31, 2025
- RAUM · $3.8B to $4.6BDec 18, 2024 to Mar 31, 2025
- Related bank · false to trueDec 18, 2024 to Mar 31, 2025
- Accounts · unset to 5.0Nov 16, 2023 to Mar 29, 2024
- Advisory employees · 109 to 102Nov 16, 2023 to Mar 29, 2024
- Pooled vehicle clients · unset to 3.0Nov 16, 2023 to Mar 29, 2024
- Assets in custody · unset to 0.0Nov 16, 2023 to Mar 29, 2024
- Custody of client assets · false to trueNov 16, 2023 to Mar 29, 2024
- Employees · 188 to 106Nov 16, 2023 to Mar 29, 2024
- Private funds · unset to 3Nov 16, 2023 to Mar 29, 2024
- Discretionary RAUM · unset to 3815911769.0Nov 16, 2023 to Mar 29, 2024
- Non-discretionary RAUM · unset to 0.0Nov 16, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · unset to 3815911769.0Nov 16, 2023 to Mar 29, 2024
- RAUM · unset to 3815911769.0Nov 16, 2023 to Mar 29, 2024
Signals
6 dated events
- G•• M••••••••• I••••••••• M••••••••• L•• reported RAUM $5.9B, up 29% from $4.6B (2025-10-06 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Gardner W. Wallace (Trustee) appeared on Schedule A of G•• M••••••••• I••••••••• M••••••••• L••Dec 18, 2024 · Control person joined · fact
- W. Julia Bennett (Trustee) appeared on Schedule A of G•• M••••••••• I••••••••• M••••••••• L••Dec 18, 2024 · Control person joined · fact
- James Monte Wallace (Trustee) no longer on Schedule A of G•• M••••••••• I••••••••• M••••••••• L•• (listed 2024-03-29, absent 2024-12-18)Dec 18, 2024 · Control person left · inference
- Winthrop Neil Wallace (Trustee) no longer on Schedule A of G•• M••••••••• I••••••••• M••••••••• L•• (listed 2024-03-29, absent 2024-12-18)Dec 18, 2024 · Control person left · inference
- G•• M••••••••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Nov 16, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G•• M••••••••• I••••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- G•• M••••••••• I••••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/gid-investment-advisers-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- gid.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 833-259-7511reportedpublic record, Form ADV, Jun 24, 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
Across the graphs
G•• M••••••••• I••••••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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