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G•• A•••••••

No RAUM reportedSEC-registered· Bogota

No RAUM reported, based in Bogota.

Composed from this adviser's Form ADV classification, location and filed figures.

Advisors
1
Net advisor flow, 12 months
0
0 joined, 0 left
See where advisers wentSee teams that moved
More
Advisors (1)Where the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

  1. New owner
    ownership and control

    L•••• A••••••• E•••••••• H••••••• appeared on Schedule A as an owner on 8 Sep 2026, with 2 other new entity owners.

    A change of owner or control is when advisors reconsider where they sit and when an acquirer's retention is tested.

    FactForm ADV Schedule A and Item 4For Recruiters, acquirersOwnership →
Every filed figure, and the identifiersCRD 337347 · SEC 801-134174 · 8 filingsShow
CRD 337347SEC 801-134174Legal name G•• A••••••• L••First filing on the tape Sep 16, 2025, latest Sep 18, 2026SEC status approved since Nov 19, 2025IAPD
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape

Filed figures over time · the tape starts Sep 16, 2025

Peer group: Other advisers, under $100M, 660 firms

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$0 as of Aug 31, 2026
Sep 16, 2025$0 then
HNW client RAUM$0 as of Aug 31, 2026
Sep 16, 2025$0 then
State-registered IARs (5.B.3)1 as of Aug 31, 2026
Sep 16, 20251 then
Employees (5.A)2 as of Aug 31, 2026
Sep 16, 20252 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 18, 2026; every figure names its basis
Archetypes
The rule behind each archetype, and every derived figure1 ruleShow
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office, and at most 25 employees (Item 5.A)
RAUM per advisor
$0derivedRAUM 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 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 assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 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
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing

No Item 5.D breakdown on this filing.

The breakdown by client type, and the client countsShow
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
RAUM: 0% private clients, 0% pooled funds, 0% institutions; no related broker-dealer; no related bank; 100% of advisors also broker-dealer representativesderived
Advisor movement
0 left over 36 months
0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      1 on IAPD today; the longest tenured first
      NameBranchHere sinceIn industryPrior firms
      C••••••• M•••••• E••••••••Bogota Feb 26, 202610 y0
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • D••• F•••••••• L•••• F••••• · Director Of The Boardcontrol
        since 09/2025 · owns less than 5%
      • E••••••••• C•••••••• M•••••• · Managing Directorcontrol
        since 08/2025 · owns 25% to 50%
      • S•••• L••••• G•••••• · Chairman Of The Boardcontrol
        since 09/2025 · owns 50% to 75%
      • G•••••••• C•••••• J••••• · Chief Compliance Officer
        since 08/2025 · owns less than 5%
      Entity owners
      • L•••• A••••••• E•••••••• H••••••• · Owner Shareholder
        direct · owns 25% to 50%
      • R•••••• I••••••••• L•• · Owner Shareholder
        direct · owns 25% to 50%
      • G••••• E•••••••• G•••• · Owner
        direct · owns 5% to 10%
      Ownership changes
      Schedule A, between consecutive filings
      No owner or control person joined or left between filings on the tape.
      Who runs the funds
      related persons named most often on the Form D filings of the firm's funds
      No Form D related person is on record for this firm's funds.
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Financial planning clients · 0 to 0
        Aug 31, 2026 to Sep 8, 2026
      • HQ state · to unset
        Aug 31, 2026 to Sep 8, 2026
      • Succession · false to unset
        Aug 31, 2026 to Sep 8, 2026
      Signals
      2 dated events
      • ••• Locked
        Sep 16, 2025 · Owner of a newly registered adviser · fact
      • ••• Locked
        Sep 16, 2025 · First SEC registration · 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
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Sep 18, 2026
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      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
      No RAUM reportedderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

      Not yet on record: regulatory AUM, RAUM change, 1 year, private clients.