SourcingSourcing

GTIS PARTNERS LP

C33
CRD 156798·SEC 801-72428·NEW YORK, NY
AUM
$2.19B
$1B+
Est. Revenue
$21.9M
@ 1% on AUM
Est. EBITDA
$6.6M
@ 30% margin
Est. Deal Value
$52.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GTIS PARTNERS LP
CRD
156798
SEC file #
801-72428
EIN
000000000
DBA names
Gtis Partners

Economics

AUM
$2.19B
AUM band
$1B+
AUM trajectory
'20'26
$3.60B → $2.19B▼ -39%
Client mix
Pooled Investment Vehicles25

Operations

Employees (total)
92
Advisory staff (per ADV)
82
Advisory staff (5-yr trend)
'20'26
84 advisors → 82 advisors▼ -2%
Primary office
NEW YORK NY
Branches
Count1

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
gtispartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INSITE PARTNERS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
INSITE PARTNERS LP
INSITE PARTNERS BUY OUT LP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GTISPARTNERS.COM
Rdap Domain Creation Date
2009-09-30T15:24:07Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001709299
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2017-06-16
Edgar Last Filing Date
2025-05-02
Edgar Form D Count
9
Edgar Form D Offerings
2025-05-022025-05-02 · 0000947871-25-000446
2024-05-072024-05-07 · 0000947871-24-000439

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
Window
Folio Institutional1
Full
Jpmorgan44
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
C/O GTIS PARTNERS LP45 ROCKEFELLER PLAZANEW YORK, NY 10111
Business
C/O GTIS PARTNERS LP45 ROCKEFELLER PLAZANEW YORK, NY 10111
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-05-02 · 0000947871-25-000446
D/A2024-05-07 · 0000947871-24-000439
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-30T15:24:07Z
Rdap Domain Last Changed
2024-08-01T07:08:49Z
Rdap Nameservers
Ns81.worldnic.comNs82.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (10)

10
CIGANIK, PETER, NMN
Executive Officer · 2.5%
7721165
DINIZ, MARISTELLA, VAL
Executive Officer · 2.5%
7721168
FELDSTEIN, THOMAS, MARK
Executive Officer · 2.5%
6047730
MCCALL, ROBERT, DUDLEY
Executive Officer · 2.5%
7721167
MCDOWELL, EDWIN, AKIMOTO
Executive Officer · 2.5%
3093930
PADIYEDATHU, ANIL, GEORGE
Executive Officer · 2.5%
5226111
SHAPIRO, THOMAS, MURRAY
Executive Officer · 2.5%
5051365
SOREN, ALLISON, JILL
Executive Officer · 2.5%
7550958
TEIXEIRA, JOAO, RODRIGUES
Executive Officer · 2.5%
5928917
VAHRADIAN, ROBERT, KARNIG
Executive Officer · 2.5%
2354540