SourcingSourcing

GEF MANAGEMENT CORPORATION

C47
CRD 107208·SEC 801-38983·BETHESDA, MD
AUM
$116.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$348K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GEF MANAGEMENT CORPORATION
CRD
107208
SEC file #
801-38983
EIN
000000000
DBA names
Global Environment Fund

Economics

AUM
$116.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$737.7M → $116.0M▼ -84%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
5 advisors → 2 advisors▼ -60%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
globalenvironmentfund.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HJL NON-EXEMPT MARITAL TRUST
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
HJL NON-EXEMPT MARITAL TRUST
Leonard, Carolyn, Pisano
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GLOBALENVIRONMENTFUND.COM
Rdap Domain Creation Date
1998-07-06T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001544853
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2012-03-15
Edgar Last Filing Date
2012-03-15
Edgar Form D Count
1
Edgar Form D Offerings
2012-03-152012-03-15 · 0001544853-12-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo6
E*trade4
Edgar Addresses
Mailing
C/O GEF MANAGEMENT CORPORATION5471 WISCONSIN AVENUE, SUITE 300CHEVY CHASE, MD 20815
Business
C/O GEF MANAGEMENT CORPORATION5471 WISCONSIN AVENUE, SUITE 300CHEVY CHASE, MD 20815
Edgar EIN
000000000
Edgar Recent Filings
D2012-03-15 · 0001544853-12-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-05T04:00:00Z
Rdap Domain Last Changed
2024-07-05T15:00:57Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
Leonard, Carolyn, Pisano
Direct Owner · 37.5%
7060902
EARHART, JOHN, EDWIN
Direct Owner · 17.5%
4361274
MACLEOD, BRUCE, HAMILTON
Direct Owner · 17.5%
4361337
ROBINSON, WENDELL, WILLIAM
Direct Owner · 7.5%
401856
GREGORY, JAMES, PAUL
Executive Officer · 2.5%
4361317
VASILESCU, KATIE, MARIE
Executive Officer · 2.5%
6049194