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.

SEC-registered adviser

Goldman Sachs & Co. LLC

WirehouseNew York, New YorkCRD 361SEC 801-16048website IAPD

Latest filing Jul 27, 2026

First filing on the tape Dec 22, 2011 · 253 filings

SEC status approved since May 13, 1981

RAUM

$134B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

38%

$51B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

2,268

1,765 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

253 filings and snapshots on the tape

RAUM$134B as of Jul 27, 2026

Mar 30, 2012$147B then

HNW client RAUM$51B as of Jul 27, 2026

Mar 29, 2018$55B then

State-registered IARs (5.B.3)0 as of Jul 27, 2026

Apr 1, 20130 then

Employees (5.A)2,268 as of Jul 27, 2026

Apr 1, 20131,183 then

Private funds183 as of Nov 21, 2025

Mar 30, 2012113 then

RAUM -43% over the last fiscal year-14% a year over threeIARs 0 to 0offices 35 to 18

Practice profile

derived from the filing of Jul 27, 2026; every figure names its basis

Archetypes, each a printed rule

Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)

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: $1.8MderivedHNW RAUM over HNW clients
Average account: $2.9MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived19 offices incl. principal (1.F.5)
RAUM growth, one year: -43%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: +12%derived
Compensation: percentage of assets, fixed fees, performance-based, commissions, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, publications, educational seminarsreportedItem 5.G
Wrap fee program: participatesreportedItem 5.I
Custody: $132B, 46,194 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

is a broker-dealer (6.A.1)
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)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
an independent public accountant performs a surprise examination (9.C.1)
the adviser acts as qualified custodian (9.D.1)
a related person acts as qualified custodian (9.D.2)
marketing includes testimonials (5.L.1.c)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$51B59%
Charitable organizations$18B20%
Corporations and businesses$17B20%
Insurance companies$289M0.3%
State and municipal entities$5.8M0.0%
Pension and profit-sharing plans$4.7M0.0%

Individual clients: 0reported
HNW clients: 29,104reported
Pension plan clients: 9reported
Charitable clients: 1,040reported
Accounts: 46,269reported
Financial planning clients: 1-10reported
Wrap fee programs: $0 sponsored, $0 managedreported
Custody of client assets: $132B for 46,194 clientsreported
Compensation: % of AUM, fixed, performance, commissionsreported
Class basis: curated wirehouse listderived

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

James Bogush to Bull Market Strategies LLC
Nov 29, 2023 · Wirehouse to a state-registered adviser
Stacy Marlene Paradise to United Capital Financial Advisors
Jun 16, 2022 · Wirehouse to independent RIA
Lauren J Palacio to United Capital Financial Advisors
Oct 15, 2019 · Wirehouse to affiliated broker-dealer or bank
Ralph William Lettieri to Goldman Sachs Asset Management, L.P.
Nov 13, 2015 · Other
Angela Marie Librizzi to Blackrock Investment Management, LLC
Apr 17, 2015 · Other
Daniel Andres De Leon to UBS Financial Services Inc.
Nov 26, 2014 · Wirehouse to wirehouse
Todd G Price to Edward Jones
Dec 2, 2010 · Wirehouse to affiliated broker-dealer or bank
Christopher Robert Ziemba to Goldman Sachs Asset Management, L.P.
Sep 24, 2010 · Other
Mark Thompson Woodruff to Alta Capital Management LLC
Sep 14, 2006 · Other
Jared Daniel Stubbs to Charles Schwab & Co., Inc.
Jun 7, 2004 · Wirehouse to affiliated broker-dealer or bank
Jerry Anthony Nigro to UBS Financial Services Inc.
Dec 4, 2003 · Wirehouse to wirehouse
Sean M Cates to Banc Of America Investment Services, Inc.
Dec 4, 2003 · Other
John Alan Hanhauser to Bny Mellon Securities Corporation
Dec 5, 2002 · Other
Karen Lynn Stevison to Fred Alger Management, LLC
Sep 16, 2002 · Other
Wyatt R Larsen to Morgan Stanley Dw Inc.
Jul 30, 2002 · Other

Joined, latest

Stacy Marlene Paradise from Cetera Advisor Networks LLC
Jun 16, 2022 · Affiliated broker-dealer or bank to wirehouse
Lauren J Palacio from Raymond James & Associates, Inc.
Jan 28, 2016 · Affiliated broker-dealer or bank to wirehouse

Every departure Every arrival

Private funds

200 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
West Street Capital Partners Viii Offshore, L.P.	Private Equity Fund	$4.6B	256	Mar 31, 2021
West Street Capital Partners Viii, L.P.	Private Equity Fund	$3.3B	1,280	Mar 31, 2021
West Street Capital Partners Vii, L.P.	Private Equity Fund	$3.1B	1,122	Mar 31, 2017
West Street Capital Partners Vii Offshore, L.P.	Private Equity Fund	$2.8B	300	Mar 31, 2017
West Street Offshore Infrastructure Partners IV, L.P.	Private Equity Fund	$2.3B	92	Mar 31, 2022
West Street Global Growth Partners Offshore, L.P.	Private Equity Fund	$2.1B	272	Mar 31, 2022
West Street Capital Partners Co-Invest A, Slp	Private Equity Fund	$2.0B	584	Mar 31, 2022
West Street Global Growth Partners L.P.	Private Equity Fund	$1.9B	891	Mar 31, 2022
West Street Capital Partners Viii Europe, Slp	Private Equity Fund	$1.7B	518	Mar 31, 2021
Gs Global Infrastructure Partners I Cooperatieve U.A.no longer reported	Private Equity Fund	$1.5B	4	Mar 30, 2012
Wsip III Connect Infrastructure Holding 1 Limited	Private Equity Fund	$1.5B	11	Mar 30, 2020
West Street Real Estate Credit Partners IV, L.P.	Hedge Fund	$1.5B	318	Mar 31, 2022
West Street Capital Partners Vii Europe, Slp	Private Equity Fund	$1.2B	386	Mar 29, 2018
China-U.S. Industrial Cooperation Partnership, L.P.	Private Equity Fund	$1.2B	652	Mar 30, 2019
West Street European Infrastructure Partners III, L.P.	Private Equity Fund	$1.0B	39	Mar 30, 2016
West Street Real Estate Partners (G) Feeder, L.P.	Real Estate Fund	$1.0B	3	Mar 31, 2022
Volta Investments, Slp	Private Equity Fund	$960M	1,365	Mar 31, 2022
B&B Investors Offshore, Slp	Private Equity Fund	$879M	148	Mar 30, 2020
Horizon Energy Storage, L.P.	Private Equity Fund	$785M	315	Mar 31, 2023
Horizon Environment & Climate Solutions Partners I Offshore, L.P.	Private Equity Fund	$758M	106	Mar 31, 2022
West Street Global Infrastructure Partners IV, L.P.	Private Equity Fund	$743M	73	Mar 31, 2022
Wsip III Coyote Holdco S.A R.L.	Private Equity Fund	$735M	5	Mar 31, 2022
China-U.S. Industrial Cooperation Offshore Partnership, L.P.	Private Equity Fund	$735M	84	Mar 30, 2019
China-U.S. Industrial Cooperation European Partnership, Slp	Private Equity Fund	$711M	95	Mar 30, 2019
Palace Co-Invest, Slp	Private Equity Fund	$688M	13	Mar 31, 2022
West Street International Infrastructure Partners III, L.P.	Private Equity Fund	$657M	19	Mar 30, 2016
Myeyedr Investments Offshore, Slp	Private Equity Fund	$647M	84	Mar 30, 2020
Myeyedr Investments, L.P.	Private Equity Fund	$628M	121	Mar 30, 2020
West Street Real Estate Investment Partners (I), L.P.	Real Estate Fund	$592M	3	Mar 31, 2022
U.S. Real Property Income Fund, L.P.	Real Estate Fund	$584M	1,637	Mar 30, 2012
Horizon Environment & Climate Solutions Partners I, L.P.	Private Equity Fund	$582M	730	Mar 31, 2022
West Street Global Growth Partners Europe, Slp	Private Equity Fund	$579M	283	Mar 31, 2022
Real Estate Opportunities LPno longer reported	Private Equity Fund	$574M	277	Mar 30, 2016
West Street Real Estate Credit Partners IV Offshore, Slp	Hedge Fund	$519M	85	Mar 31, 2023
West Street Real Estate Investment Partners Offshore, L.P.	Real Estate Fund	$515M	13	Mar 31, 2022
West Street Global Infrastructure Partners III, L.P.	Private Equity Fund	$503M	76	Mar 30, 2016
Horizon Environment & Climate Solutions Partners I Europe, Slp	Private Equity Fund	$496M	87	Mar 31, 2022
West Street Real Estate Investment Partners, L.P.	Real Estate Fund	$492M	77	Mar 31, 2021
China-U.S. Industrial Cooperation (Unlevered) European Partnership, Slp	Private Equity Fund	$484M	3	Mar 30, 2020
West Street Texas Partners II, L.P.	Private Equity Fund	$451M	3	Mar 31, 2023

All funds of Goldman Sachs & Co. LLC

Owners and control persons

Schedule A and B, latest filing

Denis Patrick III Coleman · Managing Director, Managercontrol
since 01/2022 · owns less than 5%
Kathryn Helen Ruemmler · Managing Director, Clo, Managercontrol
since 03/2021 · owns less than 5%
David Michael Solomon · Managing Director, Managercontrol
since 04/2017 · owns less than 5%
John Edward Waldron · Managing Director, Ceo, Managercontrol
since 12/2018 · owns less than 5%
Michael Mary Broadbery · Chief Compliance Officer
since 11/2018 · owns less than 5%
Brian Richard Doyle · Managing Director, Cfo
since 11/2019 · owns less than 5%
Brian Michael Greeff · Co-Principal Operations Officer
since 09/2023 · owns less than 5%
Richard Ian Hempsell · Managing Director, Principal Operations Officer
since 02/2022 · owns less than 5%
Thomas Fairbanks Matthias · Chief Compliance Officer
since 09/2017 · owns less than 5%
Mark Mccaskill · Managing Director, Principal Operations Officer
since 06/2022 · owns less than 5%

Entity owners

The Goldman Sachs Group, Inc. · Class A Member
direct · owns 75% or more · public reporting company

Related persons

Schedule D 7.A

Aptitude Investment Management LP
investment adviserbankLP sponsornRAUM $6.1B
Arrow Reinsurance Company, Limited
real estaten
Asia Renewables Investment Partners Gp, LLC
pooled vehicle sponsorn
Bridge Street Opportunity Advisors, L.L.C.
pooled vehicle sponsorn
Broad Street Energy Advisors Aiv-1, L.L.C.
pooled vehicle sponsorn
Broad Street Energy Advisors, L.L.C.
pooled vehicle sponsorn
Broad Street Infrastructure Advisors III, L.L.C.
pooled vehicle sponsorn
Bspi Oz Fund Gp LLC
pooled vehicle sponsorn
Caribbean Fund Gen-Par 2005, LLC
pooled vehicle sponsorn
Cbm Investors Advisors, L.L.C.
pooled vehicle sponsorn
Cp Vii Esc Advisors, L.L.C.
pooled vehicle sponsorn
Folio Investments, Inc.
broker-dealern
Goldman Sachs (Asia) Finance
broker-dealern
Goldman Sachs (Asia) L.L.C.
broker-dealerinvestment adviserpooled vehicle sponsorn
Goldman Sachs (Asia) Securities Limited
broker-dealerinvestment adviserpooled vehicle sponsorn
Goldman Sachs (China) L.L.C.
investment adviserpooled vehicle sponsorn
Goldman Sachs (India) Capital Markets Private Limited
broker-dealern
Goldman Sachs (India) Securities Private Limited
broker-dealerinvestment advisern
Goldman Sachs (Singapore) Pte
broker-dealerinvestment adviserpooled vehicle sponsorn
Goldman Sachs Alternative Assets S.A R.L.
pooled vehicle sponsorn
Goldman Sachs Asset Management (Hong Kong) Limited
investment advisernRAUM $21B
Goldman Sachs Asset Management (Singapore) Pte. Ltd.
broker-dealerinvestment adviserbankpooled vehicle sponsornRAUM $14B
Goldman Sachs Asset Management Australia Pty Ltd
broker-dealerinvestment adviserpooled vehicle sponsorn
Goldman Sachs Asset Management B.V.
investment adviserpooled vehicle sponsorn
Goldman Sachs Asset Management Belgium S.A.
investment adviserpooled vehicle sponsorn
Goldman Sachs Asset Management Co., Ltd.
broker-dealerinvestment adviserpooled vehicle sponsorLP sponsornRAUM $72B
Goldman Sachs Asset Management International
investment adviserbankpooled vehicle sponsorLP sponsornRAUM $621B
Goldman Sachs Asset Management Schweiz Gmbh
investment advisern
Goldman Sachs Asset Management, L.P.
investment adviserbankpooled vehicle sponsorLP sponsornRAUM $2649B
Goldman Sachs Australia Services Pty Ltd
broker-dealerinvestment advisern

Advisers that list Goldman Sachs & Co. LLC as a related person

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
New York, Ny · principal	0	0	0

Offices

Schedule D 1.F, the 25 largest

Chicago, IL158 employees
San Francisco, CA152 employees
Dallas, TX136 employees
Miami, FL126 employees
Century City, CA105 employees
London, United Kingdom94 employees
Philadelphia, PA93 employees
Boston, MA89 employees
Atlanta, GA69 employees
Houston, TX49 employees
Seattle, WA34 employees
Washington, DC33 employees
West Palm Beach, FL23 employees
Tokyo, Japan20 employees
Hong Kong, China19 employees
Beijing, China10 employees
Denver, CO7 employees
Salt Lake City, UT5 employees
Brentwood, TN4 employees
Detroit, MI3 employees
Austin, TX2 employees
Richardson, TX
Draper, UT

ADV anomalies

5 against comparable advisers; where to look, not conclusions

client mix shiftChange between filings · filing Mar 31, 2026
private-client share of RAUM moved from 19.0% to 38.0% between the annual amendments of 2025-04-01 and 2026-03-31
peers: wirehouses and national broker-dealer RIAs (17)
employee count dropChange between filings · filing Mar 31, 2026
employees (Item 5.A) moved from 3,704.0 to 2,268.0 (-39.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +1.0% (17 comparable advisers, 0.0th percentile of changes)
peers: wirehouses and national broker-dealer RIAs (17) · 0.0% percentile
HNW share shiftChange between filings · filing Mar 31, 2026
HNW share of RAUM moved from 19.0% to 38.0% between the annual amendments of 2025-04-01 and 2026-03-31
peers: wirehouses and national broker-dealer RIAs (17)
office count dropChange between filings · filing Mar 31, 2026
offices other than the principal office (Item 1.F.5) moved from 35.0 to 18.0 (-49.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +0.0% (17 comparable advisers, 0.0th percentile of changes)
peers: wirehouses and national broker-dealer RIAs (17) · 0.0% percentile
RAUM down 25 %Change between filings · filing Mar 31, 2026
RAUM (Item 5.F) moved from $233,155,693,023 to $133,644,228,926 (-43.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +19.0% (16 comparable advisers, 0.0th percentile of changes)
peers: wirehouses and national broker-dealer RIAs (16) · 0.0% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 41,782 to 46,269
Dec 23, 2025 to Mar 31, 2026
Advisory employees · 2,318 to 1,765
Dec 23, 2025 to Mar 31, 2026
BD registered reps · 1,817 to 1,698
Dec 23, 2025 to Mar 31, 2026
Charity clients · 1,033 to 1,040
Dec 23, 2025 to Mar 31, 2026
Corporate clients · 455 to 506
Dec 23, 2025 to Mar 31, 2026
HNW clients · 26,021 to 29,104
Dec 23, 2025 to Mar 31, 2026
Pension plan clients · 8 to 9
Dec 23, 2025 to Mar 31, 2026
Assets in custody · $165B to $132B
Dec 23, 2025 to Mar 31, 2026
Employees · 3,704 to 2,268
Dec 23, 2025 to Mar 31, 2026
Other offices · 35 to 18
Dec 23, 2025 to Mar 31, 2026
Discretionary RAUM · $115B to $133B
Dec 23, 2025 to Mar 31, 2026
HNW RAUM · $44B to $51B
Dec 23, 2025 to Mar 31, 2026
Non-discretionary RAUM · $269M to $290M
Dec 23, 2025 to Mar 31, 2026
Pension RAUM · $3.6M to $4.7M
Dec 23, 2025 to Mar 31, 2026
RAUM · $115B to $134B
Dec 23, 2025 to Mar 31, 2026
Accounts · 42,138 to 41,782
Nov 21, 2025 to Dec 23, 2025
HNW clients · 26,027 to 26,021
Nov 21, 2025 to Dec 23, 2025
Pooled vehicle clients · 337 to 0
Nov 21, 2025 to Dec 23, 2025
Private funds · 183 to unset
Nov 21, 2025 to Dec 23, 2025
Discretionary RAUM · $228B to $115B
Nov 21, 2025 to Dec 23, 2025
HNW RAUM · $44B to $44B
Nov 21, 2025 to Dec 23, 2025
Non-discretionary RAUM · $4.9B to $269M
Nov 21, 2025 to Dec 23, 2025
Pooled vehicle RAUM · $80B to $0
Nov 21, 2025 to Dec 23, 2025
RAUM · $233B to $115B
Nov 21, 2025 to Dec 23, 2025
Private funds · 181 to 183
Jul 1, 2025 to Aug 28, 2025
Financial planning clients · 1-10 to 1-10
Jun 25, 2025 to Jul 1, 2025
Accounts · 77,247 to 42,138
Feb 14, 2025 to Apr 1, 2025
Advisory employees · 2,406 to 2,318
Feb 14, 2025 to Apr 1, 2025
BD registered reps · 1,988 to 1,817
Feb 14, 2025 to Apr 1, 2025
Charity clients · 1,015 to 1,033
Feb 14, 2025 to Apr 1, 2025
Corporate clients · 424 to 455
Feb 14, 2025 to Apr 1, 2025
HNW clients · 24,083 to 26,027
Feb 14, 2025 to Apr 1, 2025
Individual clients · 39,635 to 0
Feb 14, 2025 to Apr 1, 2025
Pension plan clients · 7 to 8
Feb 14, 2025 to Apr 1, 2025
Assets in custody · $140B to $165B
Feb 14, 2025 to Apr 1, 2025
Employees · 3,689 to 3,704
Feb 14, 2025 to Apr 1, 2025
Other offices · 24 to 35
Feb 14, 2025 to Apr 1, 2025
Private funds · 171 to 181
Feb 14, 2025 to Apr 1, 2025
Discretionary RAUM · $217B to $228B
Feb 14, 2025 to Apr 1, 2025
HNW RAUM · $39B to $44B
Feb 14, 2025 to Apr 1, 2025

Signals

14 dated events

Goldman Sachs & Co. Llc reported 18 offices beyond its principal office, down from 35 (2025-12-23 to 2026-03-31)
Mar 31, 2026 · Office count change · derived
Goldman Sachs & Co. Llc reported RAUM $114.9B, down 51% from $233.2B (2025-11-21 to 2025-12-23)
Dec 23, 2025 · RAUM change · derived
Goldman Sachs & Co. Llc reported 35 offices beyond its principal office, up from 24 (2025-02-14 to 2025-04-01)
Apr 1, 2025 · Office count change · derived
Ericka T Horan (Managing Director, Manager) no longer on Schedule A of Goldman Sachs & Co. Llc (listed 2023-11-08, absent 2024-02-23)
Feb 23, 2024 · Control person left · inference
James Bogush left Goldman Sachs & Co. Llc for Bull Market Strategies Llc (registered 2026-05-11)
Nov 29, 2023 · Advisor changed firm · fact
Anthony C Carpita no longer registered at Goldman Sachs & Co. Llc; no later IA registration on IAPD
Apr 5, 2023 · Advisor departure · fact
Stacy Marlene Paradise left Goldman Sachs & Co. Llc for United Capital Financial Advisors (registered 2025-01-01)
Jun 16, 2022 · Advisor changed firm · fact
Ericka T Horan (Managing Director, Manager) appeared on Schedule A of Goldman Sachs & Co. Llc
Mar 8, 2022 · Control person joined · fact
Laurence Stein (Managing Director, Manager) no longer on Schedule A of Goldman Sachs & Co. Llc (listed 2022-01-04, absent 2022-03-08)
Mar 8, 2022 · Control person left · inference
Denis Patrick Iii Coleman (Managing Director, Manager) appeared on Schedule A of Goldman Sachs & Co. Llc
Jan 4, 2022 · Control person joined · fact
Stephen Mark Scherr (Managing Director, Manager) no longer on Schedule A of Goldman Sachs & Co. Llc (listed 2021-12-10, absent 2022-01-04)
Jan 4, 2022 · Control person left · inference
Stephen Mark Scherr (Managing Director, Manager) appeared on Schedule A of Goldman Sachs & Co. Llc
Nov 27, 2019 · Control person joined · fact
Ramon Martin Chavez (Managing Director, Manager) no longer on Schedule A of Goldman Sachs & Co. Llc (listed 2019-11-04, absent 2019-11-27)
Nov 27, 2019 · Control person left · inference
John Edward Waldron (Managing Director, Ceo, Manager) appeared on Schedule A of Goldman Sachs & Co. Llc
Jan 23, 2019 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

Goldman Sachs & Co. LLC · Independent Sponsors
shared crd · intermediary
Goldman Sachs & Co. LLC · Private Equity
shared crd · organization
Goldman Sachs & Co. LLC · Venture Capital
shared crd · org

How to reach

public business contact points only, each with its source

Firm profile: LINKEDIN.COM/COMPANY/GOLDMAN-SACHSreportedpublic record, Form ADV, Sep 17, 2026
Website: privatewealth.goldmansachs.com/us/en/homereportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 212-902-1000reportedpublic record, Form ADV, Jul 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: Wirehousederiveda 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

Goldman Sachs & Co. LLC 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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