SourcingSourcing

GFG ALTERNATIVE INVESTMENT ADVISORS LLC

C38
CRD 160435·SEC 801-107839·GREENWICH, CT
AUM
$599.6M
$500M-$1B
Est. Revenue
$6.0M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GFG ALTERNATIVE INVESTMENT ADVISORS LLC
CRD
160435
SEC file #
801-107839
EIN
—
DBA names
—

Economics

AUM
$599.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$229.3M → $599.6M▲ +162%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREENWICH FINANCE GROUP LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
GREENWICH FINANCE GROUP LLC
FRIEDMAN, ERIK, SCOTT
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
Jpmorgan6
E*trade4
Wells Fargo2
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (2)

2
FRIEDMAN, ERIK, SCOTT
Executive Officer · 2.5%
2778703
ROBINSON, BRIAN, DANIEL
Executive Officer · 2.5%
5001537