SourcingSourcing

GCM GROSVENOR WEALTH L.P.

C28
CRD 340054·SEC 801-135898·CHICAGO, IL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GCM GROSVENOR WEALTH L.P.
CRD
340054
SEC file #
801-135898
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
466
Advisory staff (per ADV)
166
Advisory staff (5-yr trend)
—
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Other Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
gcmgrosvenor.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GROSVENOR CAPITAL MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
14
Control Persons
GROSVENOR CAPITAL MANAGEMENT
GCM GROSVENOR WEALTH
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
GCMGROSVENOR.COM
Rdap Domain Creation Date
2013-05-24T01:20:35Z
Rdap Firm Age Years
13
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5162
Soi Zip Pct 200k Plus
0.2673
Soi Zip Returns 200k Plus
5,360
Soi Zip Total AGI
6,909,389
Fdic Zip Total Deposits
82,252,893,000
Fdic Zip Branch Count
577
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Citibank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
State Street6
E*trade4
Northern Trust2
U.s. Bank2
Fdic Zip Branches Raw
North BankChicago, IL
North BankChicago, IL
Fdic Zip HHI
966.79
Fdic Zip Top Bank Share Pct
23.75
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-24T01:20:35Z
Rdap Domain Last Changed
2023-05-24T14:47:07Z
Rdap Nameservers
Pdns03.domaincontrol.comPdns04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,263
Returns2,260
Stub 2
AGI83,813
Returns2,220
Stub 3
AGI174,017
Returns2,760
Soi Zip Total Business Income
150,471
Soi Zip Total Cap Gains
1,647,694
Soi Zip Total Dividends
533,640
Soi Zip Total Returns
20,050
Trust Company Affiliate
Yes

People (11)

11
Bentley, Pamela, Lyn
Executive Officer · 2.5%
7316110
BUCHHEIT, KEVIN
Executive Officer · 2.5%
5802810
FIXLER, CARA, ROMAINE EICKHOLT
Executive Officer · 2.5%
8214566
LEVIN, ERIC, DAVID
Executive Officer · 2.5%
6927048
LEVIN, JONATHAN, REISIN
Executive Officer · 2.5%
5612973
MEISTER, PAUL, ALLAN
Executive Officer · 2.5%
2156014
MONTGOMERY, BURKE, JOHNSON
Executive Officer · 2.5%
5067591
POLLOCK, FREDERICK, EMMER
Executive Officer · 2.5%
5166261
SACKS, MICHAEL, JAY
Executive Officer · 2.5%
2077424
SELINGER, STACIE, DRIEBUSCH
Executive Officer · 2.5%
5157216
FARAHNAKIAN, LILLY
Executive Officer · 2.5%
2503762