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•• P•••••••
Legal name G•• P•••••••• L••
Latest filing Jul 2, 2026
First filing on the tape May 16, 2025 · 7 filings
SEC status approved since May 15, 2025
RAUM
$261M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$260M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$86.9M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$261M as of Jul 2, 2026
May 16, 2025$0 then
HNW client RAUM$224M as of Jul 2, 2026
Sep 11, 2025$203M then
State-registered IARs (5.B.3)3 as of Jul 2, 2026
May 16, 20253 then
Employees (5.A)5 as of Jul 2, 2026
May 16, 20254 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 2, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $86.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 57derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $386,796derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $11.1M, 33 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$224M86%
- Individuals$35.5M14%
- Corporations and businesses$1.1M0.4%
- Pension and profit-sharing plans$15,4070.0%
- Individual clients
- 103reported
- HNW clients
- 67reported
- Pension plan clients
- 1reported
- Charitable clients
- n/areported
- Accounts
- 674reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $11.1M for 33 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R•••••• M•••••• G••••Certified Financial Planner | Columbia, Md | May 16, 2025 | 23 y | 5 |
| W•••• T••••• L•••••••Certified Financial Planner, Chartered Financial Consultant | Columbia, Md | May 16, 2025 | 29 y | 4 |
| J••••• J••••• R•••Certified Financial Planner | Columbia, Md | May 19, 2025 | 15 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••••• J••••• R••• from U•• F•••••••• S••••••• I•••May 19, 2025 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- R•••••• M•••••• G•••• from U•• F•••••••• S••••••• I•••May 16, 2025 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- W•••• T••••• L••••••• from U•• F•••••••• S••••••• I•••May 16, 2025 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from U•• F•••••••• S••••••• I•••May 29, 2025 · Baltimore, Md
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G••••• R••••••• M•••••• · Managing Membercontrolsince 05/2025 · owns 25% to 50%
- L•••••••• W••••• T••••• · Managing Membercontrolsince 05/2025 · owns 25% to 50%
- R•••• J•••••• J••••• · Managing Membercontrolsince 05/2025 · owns 25% to 50%
- K••• K••••• M•• · Chief Compliance Officersince 06/2025 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Columbia, Md · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $33 to $11.1MMar 26, 2026 to May 13, 2026
- Accounts · 555 to 674Sep 11, 2025 to Mar 26, 2026
- Corporate clients · unset to 2.0Sep 11, 2025 to Mar 26, 2026
- HNW clients · 64 to 67Sep 11, 2025 to Mar 26, 2026
- Individual clients · 98 to 103Sep 11, 2025 to Mar 26, 2026
- Pension plan clients · unset to 1.0Sep 11, 2025 to Mar 26, 2026
- Assets in custody · unset to 33.0Sep 11, 2025 to Mar 26, 2026
- Custody of client assets · false to trueSep 11, 2025 to Mar 26, 2026
- Employees · 4 to 5Sep 11, 2025 to Mar 26, 2026
- Discretionary RAUM · $237M to $261MSep 11, 2025 to Mar 26, 2026
- HNW RAUM · $203M to $224MSep 11, 2025 to Mar 26, 2026
- Individual RAUM · $34.2M to $35.5MSep 11, 2025 to Mar 26, 2026
- Pension RAUM · unset to 15407.0Sep 11, 2025 to Mar 26, 2026
- RAUM · $237M to $261MSep 11, 2025 to Mar 26, 2026
- Accounts · 0 to 555Jun 3, 2025 to Sep 11, 2025
- HNW clients · unset to 64.0Jun 3, 2025 to Sep 11, 2025
- Individual clients · unset to 98.0Jun 3, 2025 to Sep 11, 2025
- Financial planning clients · 0 to 0Jun 3, 2025 to Sep 11, 2025
- Discretionary RAUM · $0 to $237MJun 3, 2025 to Sep 11, 2025
- HNW RAUM · unset to 203064346.0Jun 3, 2025 to Sep 11, 2025
- Individual RAUM · unset to 34203849.0Jun 3, 2025 to Sep 11, 2025
- RAUM · $0 to $237MJun 3, 2025 to Sep 11, 2025
Signals
1 dated events
- 3 advisors left U•• F•••••••• S••••••• I••• (Baltimore, MD) for G•• P••••••• on the same dayMay 29, 2025 · Team lift-out · derived
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
- Business email
- c••••••@g•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 410-801-7979reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/glr-partnersllcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- g•••••••••.netreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 410-446-9094reportedpublic record, Form ADV, Jul 2, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $86.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026