SourcingSourcing

GEF CAPITAL PARTNERS, LLC

C17
CRD 293329·SEC 801-115141·ARLINGTON, VA
AUM
$1.75B
$1B+
Est. Revenue
$17.5M
@ 1% on AUM
Est. EBITDA
$5.3M
@ 30% margin
Est. Deal Value
$42.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GEF CAPITAL PARTNERS, LLC
CRD
293329
SEC file #
801-115141
EIN
872599085
DBA names
Gef Capital Partners

Economics

AUM
$1.75B
AUM band
$1B+
AUM trajectory
'20'26
$345.1M → $1.75B▲ +408%
Client mix
Pooled Investment Vehicles26

Operations

Employees (total)
52
Advisory staff (per ADV)
38
Advisory staff (5-yr trend)
'20'26
9 advisors → 38 advisors▲ +322%
Primary office
ARLINGTON VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CANEPA GEF HOLDINGS, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
CANEPA GEF HOLDINGS, LLC
BARKOFF, STUART, MICHAEL
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
GEFCAPITAL.COM
Rdap Domain Creation Date
2015-10-23T17:24:56Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
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
0001884700
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2021-10-01
Edgar Last Filing Date
2024-03-29
Edgar Form D Count
8
Edgar Form D Offerings
2024-03-292024-03-29 · 0001884700-24-000002
2024-01-122024-01-12 · 0001884700-24-000001

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
E*trade4
Edgar Addresses
Mailing
C/O GEF CAPITAL PARTNERS1300 17TH STREET NORTH, SUITE 860ROSSLYN, VA 22209
Business
C/O GEF CAPITAL PARTNERS1300 17TH STREET NORTH, SUITE 860ROSSLYN, VA 22209
Edgar EIN
872599085
Edgar Recent Filings
D/A2024-03-29 · 0001884700-24-000002
D/A2024-01-12 · 0001884700-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-23T17:24:56Z
Rdap Domain Last Changed
2022-10-09T21:05:18Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (9)

9
BARKOFF, STUART, MICHAEL
Direct Owner · 17.5%
6047978
Narayan, Sridhar
Direct Owner · 17.5%
6924196
Prawda, Daniel
Direct Owner · 17.5%
6924191
RAMAKANT PAI, RAJESH
Direct Owner · 17.5%
6049227
WADIH SOULIMAN, ANIBAL
Direct Owner · 17.5%
3104114
ALVIM, ALEXANDRE, OLIVEIRA
Executive Officer · 2.5%
6924200
JOYCE MARIE LAPRETA
Executive Officer · 2.5%
1567415
RODRIGUEZ MAGDALENO, FRANCISCO,
Executive Officer · 2.5%
5833980
ONWUBALILI, OGOMEGBUNAM
Executive Officer · 2.5%
5300044