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GEF CAPITAL PARTNERS

ARLINGTON, VA · CRD 293329 · IAPD ↗ · gefcapital.com · 202-743-2898

$1.75BRegulatory AUM
38Advisory reps
52Employees
0Clients
n/aPlanning clients
23Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2025 — GEF CAPITAL PARTNERS reported RAUM up 44% ($1.54B -> $2.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — GEF CAPITAL PARTNERS grew from 29 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — GEF CAPITAL PARTNERS crossed $1B in regulatory AUM ($646.0M -> $1.54B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.