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SEC-registered adviser

G••••• I•••••••••

Asset manager (funds and pooled vehicles)Greenwich, ConnecticutCRD 330358SEC 801-130995IAPD
Legal name G••••• I••••••••• M••••••••• L•••
Latest filing Mar 27, 2026
First filing on the tape Jul 26, 2024 · 8 filings
SEC status approved since Aug 26, 2024
RAUM
$508M
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
8
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$508M as of Mar 27, 2026
Feb 28, 2025$463M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Feb 28, 20250 then
Employees (5.A)8 as of Mar 27, 2026
Feb 28, 20257 then
Private funds2 as of Mar 27, 2026
Feb 28, 20251 then
RAUM +9.6% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
$254MderivedRAUM 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
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+9.6%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
  • 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$508M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • F•••••• C•••• W••••• · Partnercontrol
        since 05/2024 · owns less than 5%
      • F•••••• H•••••• M•••••• · Chief Compliance Officercontrol
        since 05/2024 · owns less than 5%
      • G•••••• E•••••• P•••••• · Partnercontrol
        since 05/2024 · owns less than 5%
      • J•••••• B••••• M••• · Partnercontrol
        since 05/2024 · owns less than 5%
      • G•••••• E•••••• P•••••• · Sole Member And Managercontrol
        since 05/2024 · owns 75% or more of G••••• I••••••••• M••••••••• G•• L••
      Entity owners
      • E••••• P• G••••• 2••• D••••••• T•••• · Limited Partner
        direct · owns 75% or more
      • G••••• I••••••••• M••••••••• G•• L•• · General Partner
        direct · owns less than 5%
      • J••• M••••• T•••• C•••••• O• D••••••• · Trustee, E••••• P• G••••• 2••• D••••••• T••••
        direct · owns less than 5%
      • J••• M••••• T•••• C•••••• O• D••••••• · Trustee
        indirect · owns F of E••••• P• G••••• 2••• D••••••• T••••
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      • , 1 employees
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • custody status changedChange between filings · filing Mar 27, 2026
        custody of client assets (Item 9.A): yes on the filing of 2026-01-22, no on the filing of 2026-03-27
        peers: asset managers, $500M to $1B (784)
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 1 to 2
        Jan 22, 2026 to Mar 27, 2026
      • Advisory employees · 6 to 8
        Jan 22, 2026 to Mar 27, 2026
      • Pooled vehicle clients · 1 to 2
        Jan 22, 2026 to Mar 27, 2026
      • Custody of client assets · true to false
        Jan 22, 2026 to Mar 27, 2026
      • Employees · 7 to 8
        Jan 22, 2026 to Mar 27, 2026
      • Private funds · 1 to 2
        Jan 22, 2026 to Mar 27, 2026
      • Discretionary RAUM · $463M to $508M
        Jan 22, 2026 to Mar 27, 2026
      • Pooled vehicle RAUM · $463M to $508M
        Jan 22, 2026 to Mar 27, 2026
      • RAUM · $463M to $508M
        Jan 22, 2026 to Mar 27, 2026
      • Financial planning clients · unset to
        Mar 25, 2025 to Jul 10, 2025
      • Other offices · 2 to 1
        Feb 28, 2025 to Mar 25, 2025
      • Private funds · unset to 1
        Dec 20, 2024 to Feb 28, 2025
      • Discretionary RAUM · $467M to $463M
        Dec 20, 2024 to Feb 28, 2025
      • Pooled vehicle RAUM · $467M to $463M
        Dec 20, 2024 to Feb 28, 2025
      • RAUM · $467M to $463M
        Dec 20, 2024 to Feb 28, 2025
      • Related adviser · false to true
        Dec 20, 2024 to Feb 28, 2025
      • Accounts · unset to 1.0
        Jul 26, 2024 to Dec 20, 2024
      • Pooled vehicle clients · unset to 1.0
        Jul 26, 2024 to Dec 20, 2024
      • Assets in custody · unset to 0.0
        Jul 26, 2024 to Dec 20, 2024
      • Custody of client assets · false to true
        Jul 26, 2024 to Dec 20, 2024
      • Discretionary RAUM · unset to 466500000.0
        Jul 26, 2024 to Dec 20, 2024
      • Non-discretionary RAUM · unset to 0.0
        Jul 26, 2024 to Dec 20, 2024
      • Pooled vehicle RAUM · unset to 466500000.0
        Jul 26, 2024 to Dec 20, 2024
      • RAUM · unset to 466500000.0
        Jul 26, 2024 to Dec 20, 2024
      Signals
      1 dated events
      • G••••• I••••••••• filed its initial SEC registration (Form ADV)
        Jul 26, 2024 · 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) 242-8370reportedpublic record, Form ADV, Mar 27, 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