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•••••••
Legal name G••••••• C•••••• M••••••••• L•
Latest filing Jul 6, 2026
First filing on the tape Sep 9, 2024 · 8 filings
SEC status approved since Nov 6, 2024
RAUM
$239M
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
9
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
12
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$239M as of Jul 6, 2026
Mar 5, 2025$214M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 6, 2026
Mar 5, 20250 then
Employees (5.A)9 as of Jul 6, 2026
Mar 5, 202510 then
Private funds12 as of Jul 6, 2026
Mar 5, 202512 then
RAUM +12% over the last fiscal yearIARs 0 to 0offices 3 to 2
Practice profile
derived from the filing of Jul 6, 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
- $17.1MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%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
- Custody
- $239M, 14 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$239M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $239M for 14 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••••• D••••• A•••••• · Cfo, Coo & Ccocontrolsince 08/2024 · owns less than 5%
- M•••••• L•••• Y••••• · Founding Partner, Portfolio Manager And Limited Partnercontrolsince 08/2024 · owns 75% or more
- S••••• L••••••• · Partner, General Counsel, And Limited Partnercontrolsince 08/2024 · owns 10% to 25%
- M•••••• L•••• Y••••• · Membercontrolsince 08/2024 · owns 75% or more of G••••••• C•••••• M••••••••• G•
Entity owners
- G••••••• C•••••• M••••••••• G• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- G••••••• C•••••• M••••••••• L••investment advisern
- G••••••• V•••••••• L••investment advisern
- G•• C•••••• L•investment advisern
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX1 employees
- London, United Kingdom1 employees
What changed
consecutive filings, newest first
- HQ city · NEW YORK to ASPENMay 8, 2026 to Jul 6, 2026
- HQ state · NY to COMay 8, 2026 to Jul 6, 2026
- Accounts · 12 to 14Mar 25, 2026 to May 8, 2026
- Pooled vehicle clients · 12 to 14Mar 25, 2026 to May 8, 2026
- Advisory employees · 4 to 3May 9, 2025 to Mar 25, 2026
- Assets in custody · $214M to $239MMay 9, 2025 to Mar 25, 2026
- Employees · 10 to 9May 9, 2025 to Mar 25, 2026
- Other offices · 3 to 2May 9, 2025 to Mar 25, 2026
- Discretionary RAUM · $214M to $239MMay 9, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $214M to $239MMay 9, 2025 to Mar 25, 2026
- RAUM · $214M to $239MMay 9, 2025 to Mar 25, 2026
- Financial planning clients · unset to Mar 5, 2025 to May 9, 2025
- Accounts · unset to 12.0Nov 5, 2024 to Mar 5, 2025
- Pooled vehicle clients · unset to 12.0Nov 5, 2024 to Mar 5, 2025
- Assets in custody · unset to 213733036.0Nov 5, 2024 to Mar 5, 2025
- Custody of client assets · false to trueNov 5, 2024 to Mar 5, 2025
- HQ city · ASPEN to NEW YORKNov 5, 2024 to Mar 5, 2025
- HQ state · CO to NYNov 5, 2024 to Mar 5, 2025
- Other offices · 2 to 3Nov 5, 2024 to Mar 5, 2025
- Private funds · unset to 12Nov 5, 2024 to Mar 5, 2025
- Discretionary RAUM · unset to 213733036.0Nov 5, 2024 to Mar 5, 2025
- Non-discretionary RAUM · unset to 0.0Nov 5, 2024 to Mar 5, 2025
- Pooled vehicle RAUM · unset to 213733036.0Nov 5, 2024 to Mar 5, 2025
- RAUM · unset to 213733036.0Nov 5, 2024 to Mar 5, 2025
- Related adviser · true to falseNov 5, 2024 to Mar 5, 2025
- Related bank · false to trueNov 5, 2024 to Mar 5, 2025
- Related adviser · false to trueSep 9, 2024 to Nov 1, 2024
Signals
1 dated events
- Gatemore filed its initial SEC registration (Form ADV)Sep 9, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Gatemore Capital Management · Family Officesshared crd · office
- Gatemore · Independent Sponsorsshared crd · capital_provider
- Gatemore · Private Equityshared crd · organization
- Gatemore · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- uk.linkedin.com/company/gvp-climatereportedpublic record, Form ADV, Sep 19, 2026
- Firm profile
- linkedin.com/company/2086357reportedpublic record, Form ADV, Sep 19, 2026
- Website
- gatemore.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 970-746-4790reportedpublic record, Form ADV, Jul 6, 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