SourcingSourcing

GID MULTIFAMILY INVESTMENT MANAGEMENT LLC

C27
CRD 329225·SEC 801-129227·ATLANTA, GA
AUM
$5.89B
$1B+
Est. Revenue
$58.9M
@ 1% on AUM
Est. EBITDA
$17.7M
@ 30% margin
Est. Deal Value
$141.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC
CRD
329225
SEC file #
801-129227
EIN
—
DBA names
—

Economics

AUM
$5.89B
AUM band
$1B+
AUM trajectory
'25'26
$4.59B → $5.89B▲ +29%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
124
Advisory staff (per ADV)
122
Advisory staff (5-yr trend)
'25'26
121 advisors → 122 advisors▲ +1%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium 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
linkedin.com/company/gid-investment-advisers-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GID MULTIFAMILY INVESTMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
GID MULTIFAMILY INVESTMENT
BATES, GREGORY, STEPHEN
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.257
Soi Zip Pct 200k Plus
0.0634
Soi Zip Returns 200k Plus
180
Soi Zip Total AGI
268,776
Fdic Zip Total Deposits
31,352,400,000
Fdic Zip Branch Count
238
Fdic Zip Top Banks
Bank of America, National Association
The Prudential Bank and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
E*trade4
U.s. Bank2
Wells Fargo2
Folio Institutional1
Fdic Zip Branches Raw
First Union National Bank of GeorgiaAtlanta, GA
Wachovia Bank of Georgia, National AssociationAtlanta, GA
Fdic Zip HHI
1625.56
Fdic Zip Top Bank Share Pct
31.28
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI7,283
Returns540
Stub 2
AGI22,706
Returns600
Stub 3
AGI32,455
Returns530
Soi Zip Total Business Income
2,596
Soi Zip Total Cap Gains
4,144
Soi Zip Total Dividends
2,849
Soi Zip Total Returns
2,840
Trust Company Affiliate
Yes

People (5)

5
BATES, GREGORY, STEPHEN
Executive Officer · 2.5%
6243127
FANG, MELISSA, NMN
Executive Officer · 2.5%
7503038
KADER, HISHAM, ABDUL
Executive Officer · 2.5%
6574585
NAWROCKI, JANA, TORBLAA
Executive Officer · 2.5%
6435450
PALMER, THADDEUS, DUDLEY
Executive Officer · 2.5%
2098389