GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P.

Adviser information for GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 146
Investment Advisory/Research 75
Registered Broker-Dealer Representatives 21
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 216 $47.7B
Non-Discretionary 3 $127.5M
Total 219 $47.9B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals <5 $250.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 213 $44.7B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 5 $2.9B
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 30

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMFixed feesPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-78705
SEC ERA File Number 801-78705
SEC CIK Numbers None
SEC CRD Numbers 169155
Legal Entity Identifier None

Principal Office

767 FIFTH AVENUE
FLOOR 14
NEW YORK
NY
United States
Monday - Friday, 9:00AM -5:00PM
Tel: 646-362-3700, Fax: 646-362-0902

Chief Compliance Officer

LILLY FARAHNAKIAN
MANAGING DIRECTOR, GLOBAL CHIEF COMPLIANCE OFFICER
900 N. MICHIGAN AVENUE
SUITE 1100
CHICAGO
IL
United States
Tel: 312-506-4521
Fax: 312-506-6888
(Full email address available in API data)

Regulatory Contact

BURKE MONTGOMERY
MANAGING DIRECTOR, GENERAL COUNSEL
900 N. MICHIGAN AVENUE
SUITE 1100
CHICAGO
IL
United States
Tel: 312-506-6610
Fax: 312-506-6888
(Full email address available in API data)

Industry Affiliates

CALIFORNIA IMPACT SBIC FUND GP, LLC Sponsor, GP, manager of pooled investment vehicles
CFIG (CAYMAN) HOLDINGS LIMITED Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
CFIG ADVISORS, LLC Sponsor or syndicator of limited partnerships
CFIG DIVERSIFIED PARTNERS III, INC. Sponsor, GP, manager of pooled investment vehicles
CFIG EQUITY VENTURES (MI), LLC Sponsor, GP, manager of pooled investment vehicles
CFIG FUND PARTNERS II, L.P. Sponsor, GP, manager of pooled investment vehicles
CFIG FUND PARTNERS III, L.P. Sponsor, GP, manager of pooled investment vehicles
CFIG FUND PARTNERS, L.P. Sponsor, GP, manager of pooled investment vehicles
CFIG HOLDINGS, LLC Sponsor or syndicator of limited partnerships
CFIG NPS GP, LLC Sponsor, GP, manager of pooled investment vehicles
CFIG PARTNERS LF, LLC Sponsor, GP, manager of pooled investment vehicles
GCM CFIG FUND PARTNERS IV, L.P. Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
GCM CFIG GP, LLC Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
GCM EU GP S.� R.L. Sponsor, GP, manager of pooled investment vehicles
GCM GROSVENOR (AUSTRALIA) PTY LTD. Other investment adviser, including financial planners
GCM GROSVENOR (DEUTSCHLAND) GMBH Other investment adviser, including financial planners
GCM GROSVENOR FUND PARTNERS (CAYMAN) I, INC. Sponsor, GP, manager of pooled investment vehicles
GCM GROSVENOR HOLDINGS (CANADA) ULC Sponsor or syndicator of limited partnerships
GCM INVESTMENTS HONG KONG LIMITED Other investment adviser, including financial planners
GCM INVESTMENTS JAPAN K.K. Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners
GCM INVESTMENTS UK LLP Other investment adviser, including financial planners
GCM PROJECT R GP, L.P. Sponsor, GP, manager of pooled investment vehicles
GCM WIZARD GP LIMITED Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
GROSVENOR CAPITAL MANAGEMENT, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorPension consultantSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
GRV SECURITIES LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
MICHIGAN GROWTH CAPITAL PARTNERS SBIC GP, LLC Sponsor, GP, manager of pooled investment vehicles
TRS LEGACY GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ART & ARF PRIVATE EQUITY PARTNERSHIP, L.P. Private Equity Fund $16.8M $66.0M 2
ASSALAM CO-INVESTMENT PARTNERS, L.P. Private Equity Fund $0.0M $25.0M 2
BMG GCM PRIVATE MARKETS (DELAWARE), L.P. Private Equity Fund $135.9M $125.0M 5
CALIFORNIA MEZZANINE INVESTMENT FUND, L.P. Private Equity Fund $38.8M $80.0M 2
CANADA POST - GCM GROSVENOR INVESTMENTS, L.P. Private Equity Fund $52.9M $34.4M 2
CAPITAL LINK FUND I, LLC Private Equity Fund $61.0M $502.0M 2
CAPITAL LINK FUND II, LLC Private Equity Fund $59.7M $435.0M 2
COLUMBIA GCM GROSVENOR FUND, L.P. Private Equity Fund $248.2M $650.0M 2
CRPTF-GCM EMERGING MANAGER PARTNERSHIP L.P. Private Equity Fund $301.2M $300.0M 2
CUSTOM CO-INVESTMENT FUND 2022, L.P. Private Equity Fund $232.9M $0.5M 22
CUSTOMIZED INFRASTRUCTURE STRATEGIES, L.P. Private Equity Fund $115.2M $25.0M 8
EMPIRE GCM RE ANCHOR FUND, L.P. Private Equity Fund $744.5M $700.0M 3
ERS PRIVATE EQUITY EMERGING MANAGER FUND I, L.P. Private Equity Fund $28.1M $50.0M 2
ERS PRIVATE EQUITY EMERGING MANAGER FUND II, L.P. Private Equity Fund $57.3M $50.0M 2
GCM GROSVENOR - ALLSTATE INSURANCE COMPANY, L.P. Private Equity Fund $91.7M $100.0M 2
GCM GROSVENOR - ATRS PRIVATE EQUITY FUND OF FUNDS, L.P. Private Equity Fund $108.5M $654.3M 2
GCM GROSVENOR - BUSL, L.P. Private Equity Fund $133.9M $130.0M 2
GCM GROSVENOR - CG INVESTMENT FUND, L.P. Private Equity Fund $0.0M $25.0M 2
GCM GROSVENOR - DALLAS ERF PARTNERSHIP II, L.P. Private Equity Fund $187.6M $165.0M 3
GCM GROSVENOR - DALLAS ERF PARTNERSHIP, L.P. Private Equity Fund $37.6M $75.0M 2
GCM GROSVENOR - FM GLOBAL INVESTMENT FUND, L.P. Private Equity Fund $0.0M $101.3M 2
GCM GROSVENOR - FRANKFORT, L.P. Private Equity Fund $141.0M $125.0M 2
GCM GROSVENOR - LUPTON PRIVATE EQUITY PARTNERSHIP, L.P. Private Equity Fund $13.0M $94.5M 2
GCM GROSVENOR - MK II, L.P. Private Equity Fund $292.4M $409.0M 2
GCM GROSVENOR - MK III, L.P. Private Equity Fund $665.8M $542.0M 2
GCM GROSVENOR - MURPHY FAMILY PARTNERSHIP, L.P. Private Equity Fund $0.0M $29.5M 8
GCM GROSVENOR - NC INNOVATION FUND II, L.P. Private Equity Fund $250.3M $247.5M 2
GCM GROSVENOR - NC INVESTMENT FUND, L.P. Private Equity Fund $95.2M $554.0M 2
GCM GROSVENOR - NJDI EMERGING OPPORTUNITIES FUND, L.P. Private Equity Fund $25.8M $200.0M 2
GCM GROSVENOR - NJDI INVESTMENT FUND, L.P. Private Equity Fund $92.4M $650.0M 2
GCM GROSVENOR - NPS INFRASTRUCTURE ASIA, L.P. Private Equity Fund $325.5M $300.0M 2
GCM GROSVENOR - NPS INFRASTRUCTURE II, L.P. Private Equity Fund $322.8M $300.0M 2
GCM GROSVENOR - NPS INFRASTRUCTURE III, L.P. Private Equity Fund $528.8M $500.0M 2
GCM GROSVENOR - NPS INFRASTRUCTURE, L.P. Private Equity Fund $156.1M $300.0M 2
GCM GROSVENOR - NYSCRF NEW YORK CO-INVESTMENT PROGRAM FUND 2005, L.P. Private Equity Fund $81.4M $89.0M 2
GCM GROSVENOR - NYSTRS CLEANTECH FUND, L.P. Private Equity Fund $11.6M $100.0M 2
GCM GROSVENOR - NYSTRS CRE OPPORTUNITY PARTNERS, L.P. Private Equity Fund $251.3M $250.0M 2
GCM GROSVENOR - NYSTRS DEBT INVESTMENT PARTNERS, L.P. Private Equity Fund $461.0M $500.0M 4
GCM GROSVENOR - NYSTRS REAL ESTATE INVESTMENT PARTNERS, L.P. Real Estate Fund $406.9M $500.0M 4
GCM GROSVENOR - NYSTRS SEASONED PRIMARIES FUND, L.P. Private Equity Fund $76.6M $400.0M 2
GCM GROSVENOR - OSOOL INVESTMENTS, L.P. Private Equity Fund $98.8M $200.0M 3
GCM GROSVENOR - RAYTHEON TECHNOLOGIES PENSION EMERGING MANAGERS, L.P. Private Equity Fund $99.1M $110.0M 2
GCM GROSVENOR - RFP INVESTMENT FUND, L.P. Private Equity Fund $9.8M $80.0M 2
GCM GROSVENOR - RISD ENDOWMENT PRIVATE EQUITY FUND, L.P. Private Equity Fund $0.0M $15.0M 2
GCM GROSVENOR - RPETF INVESTMENT FUND, L.P. Private Equity Fund $19.9M $120.0M 2
GCM GROSVENOR - SCHILDERS PENSION FUND, L.P. Private Equity Fund $5.9M $49.7M 2
GCM GROSVENOR - TCU INVESTMENT FUND, L.P. Private Equity Fund $4.7M $30.0M 2
GCM GROSVENOR - UNION COLLEGE PRIVATE EQUITY FUND, L.P. Private Equity Fund $0.0M $15.0M 2
GCM GROSVENOR - VRS PRIVATE EQUITY PROGRAM I, L.P. Private Equity Fund $1,819.6M $2,278.0M 4
GCM GROSVENOR 777 FUND, L.P. Private Equity Fund $93.7M $0.2M 47
GCM GROSVENOR ADVANCE FUND II, L.P. Private Equity Fund $70.0M $20.0M 2
GCM GROSVENOR ADVANCE FUND, L.P. Private Equity Fund $860.3M $0.1M 207
GCM GROSVENOR AG NET LEASE III FEEDER FUND, L.P. Real Estate Fund $36.1M $0.3M 93
GCM GROSVENOR BLUE, L.P. Private Equity Fund $16.6M $35.0M 1
GCM GROSVENOR CALIFORNIA IMPACT SBIC FUND, L.P. Hedge Fund $0.0M $1.0M 7
GCM GROSVENOR CARDINAL FUND, L.P. Private Equity Fund $260.2M $250.0M 2
GCM GROSVENOR CARLYLE EUROPE PARTNERS III, L.P. Private Equity Fund $0.0M $0.9M 4
GCM GROSVENOR CHICAGO EMERGING MANAGERS, L.P. Private Equity Fund $50.3M $50.0M 2
GCM GROSVENOR CHINA HARVEST III FEEDER FUND, L.P. Private Equity Fund $27.6M $0.1M 71
GCM GROSVENOR CHRP II, L.P. Private Equity Fund $0.2M $0.1M 178
GCM GROSVENOR CO-INVESTMENT OPPORTUNITIES FUND II, L.P. Private Equity Fund $824.3M $0.3M 63
GCM GROSVENOR CO-INVESTMENT OPPORTUNITIES FUND III, L.P. Private Equity Fund $296.4M $0.3M 47
GCM GROSVENOR CO-INVESTMENT OPPORTUNITIES FUND, L.P. Private Equity Fund $164.9M $0.1M 54
GCM GROSVENOR CPP INVESTMENT BOARD CO-INVESTMENT FUND, L.P. Private Equity Fund $7.1M $40.0M 4
GCM GROSVENOR CPP INVESTMENT BOARD MID-MARKET OPPORTUNITIES FUND II, L.P. Private Equity Fund $20.0M $300.0M 4
GCM GROSVENOR CPP INVESTMENT BOARD MID-MARKET OPPORTUNITIES FUND III, L.P. Private Equity Fund $25.4M $400.0M 2
GCM GROSVENOR CPP INVESTMENT BOARD MID-MARKET OPPORTUNITIES FUND, L.P. Private Equity Fund $6.7M $100.0M 4
GCM GROSVENOR CUSTOM CO-INVESTMENT MASTER FUND, L.P. Private Equity Fund $351.0M $275.0M 2
GCM GROSVENOR CUSTOMIZED INFRASTRUCTURE STRATEGIES II, L.P. Private Equity Fund $498.2M $13.0M 26
GCM GROSVENOR CUSTOMIZED INFRASTRUCTURE STRATEGIES III, L.P. Private Equity Fund $874.5M $0.2M 54
GCM GROSVENOR DAYTON INVESTMENT FUND, L.P. Private Equity Fund $8.5M $25.0M 2
GCM GROSVENOR DEM II, L.P. Private Equity Fund $277.9M $250.0M 2
GCM GROSVENOR DEM III, L.P. Private Equity Fund $769.2M $550.0M 2
GCM GROSVENOR DEM, L.P. Private Equity Fund $69.5M $100.0M 2
GCM GROSVENOR DIVERSIFIED PARTNERS III, L.P. Private Equity Fund $0.1M $0.5M 48
GCM GROSVENOR DIVERSIFIED PARTNERS IV, L.P. Private Equity Fund $0.0M $0.3M 29
GCM GROSVENOR DIVERSIFIED PARTNERS, L.P. Private Equity Fund $1,752.8M $2,050.0M 4
GCM GROSVENOR DIVERSIFIED PRIVATE EQUITY, L.P. Private Equity Fund $77.6M $355.0M 2
GCM GROSVENOR EDISTO, L.P. Private Equity Fund $1,406.6M $700.0M 2
GCM GROSVENOR ELEVATE FUND, L.P. Private Equity Fund $502.2M $500.0M 2
GCM GROSVENOR EMERGING MANAGER RE STRATEGIES, L.P. Real Estate Fund $11.5M $70.0M 3
GCM GROSVENOR EMERGING MANAGER STRATEGIES, L.P. Private Equity Fund $41.1M $90.0M 3
GCM GROSVENOR EMERGING OPPORTUNITIES FUND, L.P. Private Equity Fund $436.3M $1,510.1M 3
GCM GROSVENOR FUND INVESTMENT PROGRAM I, L.P. (STATE OF MICHIGAN RETIREMENT SYSTEMS) Private Equity Fund $5.0M $108.5M 2
GCM GROSVENOR FUND INVESTMENT PROGRAM II, L.P. (STATE OF MICHIGAN RETIREMENT SYSTEMS) Private Equity Fund $25.9M $259.7M 2
GCM GROSVENOR FUND INVESTMENT PROGRAM III, L.P. (STATE OF MICHIGAN RETIREMENT SYSTEMS) Private Equity Fund $69.6M $315.9M 2
GCM GROSVENOR FUND INVESTMENT PROGRAM V, L.P. (STATE OF MICHIGAN RETIREMENT SYSTEMS) Private Equity Fund $40.3M $125.0M 2
GCM GROSVENOR FUND INVESTMENT PROGRAM VI, L.P. (STATE OF MICHIGAN RETIREMENT SYSTEMS) Private Equity Fund $21.6M $35.0M 2
GCM GROSVENOR FUND INVESTMENT PROGRAM VIII, L.P. (STATE OF MICHIGAN RETIREMENT SYSTEMS) Private Equity Fund $117.4M $100.0M 2
GCM GROSVENOR GC INVESTMENT FUND, L.P. Private Equity Fund $9.6M $24.0M 2
GCM GROSVENOR GPS PRIVATE MARKETS FUND, L.P. Private Equity Fund $72.2M $0.1M 53
GCM GROSVENOR GREEN, L.P. Private Equity Fund $23.7M $50.0M 1
GCM GROSVENOR GSOCS II FEEDER HOLDINGS, L.P. Private Equity Fund $3.9M $0.1M 20
GCM GROSVENOR GSOCS II FEEDER, L.P. Private Equity Fund $32.0M $0.1M 123
GCM GROSVENOR INFRASTRUCTURE INVESTMENT PROGRAM, L.P. Private Equity Fund $183.9M $150.0M 4
GCM GROSVENOR INFRASTRUCTURE PARTNERS, L.P. Private Equity Fund $19.2M $3.2M 8
GCM GROSVENOR JI INVESTMENTS, L.P. Private Equity Fund $154.2M $100.0M 2
GCM GROSVENOR LS POWER EQUITY PARTNERS II PIE, L.P. Private Equity Fund $0.0M $0.1M 7
GCM GROSVENOR LS POWER EQUITY PARTNERS II, L.P. Private Equity Fund $0.0M $0.1M 118
GCM GROSVENOR MATLINPATTERSON GOP III, L.P. Private Equity Fund $0.0M $0.1M 164
GCM GROSVENOR MIDDLE MARKET INVESTMENT FUND, L.P. Private Equity Fund $783.3M $975.0M 4
GCM GROSVENOR NC INNOVATION FUND, L.P. Private Equity Fund $81.6M $245.0M 2
GCM GROSVENOR NEW PATHWAYS FUND A, L.P. Private Equity Fund $249.3M $250.0M 2
GCM GROSVENOR NEW PATHWAYS FUND, L.P. Private Equity Fund $55.8M $0.3M 11
GCM GROSVENOR NJ RE EMERGING MANAGER PROGRAM, LP Private Equity Fund $252.5M $250.0M 2
GCM GROSVENOR NYC EMERGING RE MANAGERS, L.P. Private Equity Fund $1,028.1M $20.0M 6
GCM GROSVENOR NYCERS EMERGING MANAGER FUND, L.P. Private Equity Fund $57.6M $116.7M 2
GCM GROSVENOR NYCFDPF EMERGING MANAGER FUND, L.P. Private Equity Fund $4.4M $9.0M 2
GCM GROSVENOR NYCPPF EMERGING MANAGER FUND, L.P. Private Equity Fund $28.4M $59.9M 2
GCM GROSVENOR OHESCF, L.P. Private Equity Fund $33.8M $0.1M 115
GCM GROSVENOR OPPORTUNISTIC INVESTMENTS, L.P. Private Equity Fund $11.8M $37.4M 1
GCM GROSVENOR PACIFIC, L.P. Private Equity Fund $1,672.1M $1,700.0M 5
GCM GROSVENOR PELOTON II, L.P. Private Equity Fund $46.4M $50.0M 3
GCM GROSVENOR PELOTON III, L.P. Private Equity Fund $86.6M $50.0M 2
GCM GROSVENOR PELOTON, L.P. Private Equity Fund $3.4M $50.0M 2
GCM GROSVENOR PREMIER MANAGERS - ASIA AIV, L.P. Private Equity Fund $2.9M $0.1M 108
GCM GROSVENOR PREMIER MANAGERS - ASIA, L.P. Private Equity Fund $52.2M $0.1M 108
GCM GROSVENOR PREMIER PRIVATE EQUITY PARTNERS, L.P. Private Equity Fund $9.1M $0.3M 72
GCM GROSVENOR PRIVATE EQUITY OPPORTUNITIES FUND, L.P. Private Equity Fund $3.0M $0.3M 42
GCM GROSVENOR PRIVATE EQUITY PARTNERS 2020, L.P. Private Equity Fund $104.5M $0.3M 71
GCM GROSVENOR PRIVATE EQUITY STRATEGIES, L.P. Private Equity Fund $13.2M $115.0M 2
GCM GROSVENOR PRIVATE WEALTH CO-INVESTMENT FUND, L.P. Private Equity Fund $46.8M $60.0M 2
GCM GROSVENOR PROVIDENCE VI, L.P. Private Equity Fund $0.0M $0.3M 27
GCM GROSVENOR REAL ASSET INVESTMENTS, L.P. Real Estate Fund $85.2M $90.0M 2
GCM GROSVENOR REAL ESTATE SOLUTIONS I, L.P. Private Equity Fund $152.0M $1.0M 11
GCM GROSVENOR SEASONED PRIMARY FUND INVESTMENT PROGRAM, L.P. Private Equity Fund $301.3M $1,026.6M 3
GCM GROSVENOR SECONDARY OPPORTUNITIES FUND II, L.P. Private Equity Fund $1,048.4M $0.8M 88
GCM GROSVENOR SECONDARY OPPORTUNITIES FUND III, L.P. Private Equity Fund $1,289.4M $0.3M 83
GCM GROSVENOR SECONDARY OPPORTUNITIES FUND, L.P. Private Equity Fund $65.7M $0.1M 18
GCM GROSVENOR SMALL AND EMERGING MANAGER INVESTMENT FUND, L.P. Private Equity Fund $11.8M $30.0M 3
GCM GROSVENOR SP MID-MARKET OPPORTUNITIES FUND L.P. Private Equity Fund $78.7M $55.4M 4
GCM GROSVENOR STRATEGIC INVESTMENTS MASTER, L.P. Private Equity Fund $465.9M $380.0M 4
GCM GROSVENOR TPSF EM RE FUND, LP Private Equity Fund $151.6M $150.0M 2
GCM GROSVENOR TRSCNY EMERGING MANAGER FUND, L.P. Private Equity Fund $29.1M $59.4M 2
GCM GROSVENOR VCP II, L.P. Private Equity Fund $28.0M $0.1M 101
GCM PRINCIPAL SPV, LTD. Private Equity Fund $32.4M $50.0M 1
GCM U.S. PARTNERSHIP OPPORTUNITIES, L.P. Private Equity Fund $264.2M $250.0M 2
GENERATION PE FUND, L.P. Private Equity Fund $382.3M $35.9M 5
INLIGN PRIVATE EQUITY FUND I, L.P. Private Equity Fund $0.0M $26.4M 2
JOHN DEERE - GCM GROSVENOR INVESTMENT FUND, L.P. Private Equity Fund $895.8M $1,675.0M 5
MERS INFRASTRUCTURE OPPORTUNITIES FUND, L.P. Private Equity Fund $79.0M $434.0M 2
MICHIGAN 21ST CENTURY INVESTMENT FUND, L.P. Private Equity Fund $27.9M $114.0M 2
MICHIGAN GROWTH CAPITAL PARTNERS CREDIT FUND, L.P. Private Equity Fund $29.7M $0.1M 5
MICHIGAN GROWTH CAPITAL PARTNERS II, L.P. - GROSVENOR SERIES Private Equity Fund $57.5M $90.0M 2
MICHIGAN GROWTH CAPITAL PARTNERS III, L.P. - GROSVENOR SERIES Private Equity Fund $66.2M $50.0M 2
MICHIGAN GROWTH CAPITAL PARTNERS, L.P. - GROSVENOR SERIES Private Equity Fund $9.0M $77.5M 3
MICHIGAN SMALL AND EMERGING MANAGER FUND - GCM GROSVENOR, L.P. Private Equity Fund $165.9M $150.0M 2
OREGON INVESTMENT FUND, LLC Private Equity Fund $45.0M $150.0M 2
RPF PRIVATE ALLOCATIONS, L.P. Private Equity Fund $90.3M $90.0M 2
TEXAS DIRECT INFRASTRUCTURE PROGRAM, L.P. Private Equity Fund $273.3M $250.0M 2
TEXAS EMERGING MANAGERS LEGACY PRIVATE MARKETS PROGRAM, L.P. Private Equity Fund $316.8M $770.1M 2
TEXAS EMERGING MANAGERS PRIVATE MARKETS PROGRAM, L.P. Private Equity Fund $3,439.4M $3,225.0M 4
TEXAS GCM OPPORTUNISTIC RE INVESTMENTS, L.P. Real Estate Fund $146.2M $146.3M 2
VENTURE MICHIGAN FUND I, LIMITED PARTNERSHIP Private Equity Fund $32.8M $94.8M 2
VENTURE MICHIGAN FUND II, LIMITED PARTNERSHIP Private Equity Fund $122.3M $120.0M 2
VSAP II FEEDER, L.P. Private Equity Fund $15.3M $0.1M 41

Control Persons

Name Type Entity Title Since Ownership
GROSVENOR CAPITAL MANAGEMENT HOLDINGS, LLLP Domestic Entity LIMITED PARTNER 07/2013 > 75%
GCM, L.L.C. Domestic Entity GENERAL PARTNER 07/2013 < 5%
SACKS, MICHAEL, JAY Individual MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER AND CHAIRMAN 07/2013 < 5%
MEISTER, PAUL, ALLAN Individual MANAGING DIRECTOR, VICE CHAIRMAN 07/2013 < 5%
MICHAEL J. SACKS REVOCABLE TRUST Domestic Entity GROSVENOR HOLDINGS, L.L.C. MEMBER 11/2001 25-50%
SACKS, MICHAEL, JAY Individual MICHAEL J. SACKS REVOCABLE TRUST TRUSTEE 12/1995
GROSVENOR HOLDINGS, L.L.C. Domestic Entity GROSVENOR CAPITAL MANAGEMENT HOLDINGS, LLLP LIMITED PARTNER 12/2005 50-75%
SACKS, MICHAEL, JAY Individual GROSVENOR HOLDINGS, L.L.C. MANAGING MEMBER 02/1998
MJS LLC Domestic Entity GROSVENOR HOLDINGS, L.L.C. MANAGING MEMBER 07/2005
LEVIN, JONATHAN, REISIN Individual MANAGING DIRECTOR, PRESIDENT 10/2017 < 5%
MONTGOMERY, BURKE, JOHNSON Individual MANAGING DIRECTOR, GENERAL COUNSEL 05/2015 < 5%
FARAHNAKIAN, LILLY Individual MANAGING DIRECTOR, GLOBAL CHIEF COMPLIANCE OFFICER 05/2015 < 5%
SELINGER, STACIE, DRIEBUSCH Individual MANAGING DIRECTOR, HEAD OF INVESTOR RELATIONS 10/2017 < 5%
POLLOCK, FREDERICK, EMMER Individual MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER 03/2018 < 5%
HURSE, SANDRA Individual MANAGING DIRECTOR, CHIEF HUMAN RESOURCES OFFICER 05/2018 < 5%
LEVIN, ERIC, DAVID Individual MANAGING DIRECTOR, CHIEF TECHNOLOGY OFFICER 02/2020 < 5%
GCM GROSVENOR HOLDINGS, LLC Domestic Entity GCM, L.L.C. SOLE MEMBER 11/2020 > 75%
GCM GROSVENOR HOLDINGS, LLC Domestic Entity GROSVENOR CAPITAL MANAGEMENT HOLDINGS, LLLP SOLE GENERAL PARTNER 11/2020
GCM GROSVENOR INC. Domestic Entity GCM GROSVENOR HOLDINGS, LLC SOLE MEMBER 11/2020 > 75%
MICHAEL J. SACKS REVOCABLE TRUST Domestic Entity MJS LLC SOLE MEMBER 08/2016 > 75%
Bentley, Pamela, Lyn Individual MANAGING DIRECTOR 10/2020 < 5%

No. Employees, Historic

2001000202020212022202320242025131 on 3/30/2020131 on 11/23/2020130 on 3/31/2021130 on 11/9/2021141 on 3/31/2022141 on 10/20/2022150 on 3/31/2023150 on 5/2/2023150 on 8/28/2023146 on 3/28/2024

RAUM, Historic

50B25B020202021202220232024202529040459070 on 3/30/202029040459070 on 11/23/202030529989550 on 3/31/202130529989550 on 11/9/202141413763934 on 3/31/202241413763934 on 10/20/202244689531452 on 3/31/202344689531452 on 5/2/202344689531452 on 8/28/202347865190295 on 3/28/2024

No. Clients, Historic

3001500202020212022202320242025175 on 3/30/2020175 on 11/23/2020179 on 3/31/2021179 on 11/9/2021202 on 3/31/2022202 on 10/20/2022215 on 3/31/2023215 on 5/2/2023215 on 8/28/2023219 on 3/28/2024