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Burke Montgomery

Managing Director, General Counsel at GCM Grosvenor

Broker registration; no current adviser registrationSEC record checked 18 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Burke Montgomery is Managing Director, General Counsel of GCM Grosvenor L.P., a Chicago investment adviser managing $95.5B. Burke Montgomery has a current broker registration and no current investment-adviser registration and has passed the Series 22, Series 39, Series 63 and SIE.

Role at GCM Grosvenor

Title on Schedule A
Managing Director, General Counsel
Control
Burke Montgomery is a control person of GCM Grosvenor.
Ownership
An individual ownership band is not available in the source record.
Tenure
Burke Montgomery has held the filed role since May 2015.

The firm

GCM Grosvenor L.P.
Chicago, IL

Form ADV filed 30 June 2026

$95.5B AUM394 clients166 advisers3 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 22, Series 39 and Series 63 · 2006

Registrations and exams

Broker registration; no current adviser registration. Burke Montgomery has passed 4 qualifying exams.

Examinations

Series 6316 February 2006
Name
Uniform Securities Agent State Law Examination
Series 3925 January 2006
Name
Direct Participation Programs Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 224 January 2006
Name
Direct Participation Programs Representative Examination

Individual record

Full name
Burke Johnson Montgomery
CRD
5067591
Firm
GCM Grosvenor L.P.
Registration status
Broker registration; no current adviser registration
Firm bio
gcmgrosvenor.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

GCM Grosvenor identifies Burke Montgomery as its general counsel. Official GCM Grosvenor Our People page

Education

Credentials and memberships

Common questions

Where does Burke Montgomery work?

Burke Montgomery has been Managing Director, General Counsel of GCM Grosvenor L.P. since May 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 June 2026

Does Burke Montgomery have a current investment-adviser registration?

Burke Montgomery has a current broker registration and no current investment-adviser registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Burke Montgomery passed?

Burke Montgomery has passed 4 licensing exams: the Series 22, Series 39, Series 63 and SIE. The earliest, the Series 22, was passed in January 2006.

Source: IAPD individual record, checked 18 October 2026

Leadership at GCM Grosvenor

  • Michael Sacks
    Managing Director, Chief Executive Officer and Chairman
  • Jonathan Levin
    Managing Director, President
  • Pamela Bentley
    Managing Director, Chief Financial Officer
  • Lilly Farahnakian
    Managing Director, Global Chief Compliance Officer
  • Kevin Buchheit
    Managing Director, Head of Strategy and Corporate Development
  • Cara Fixler
    Managing Director, Chief Human Resources Officer
  • Eric Levin
    Managing Director, Chief Technology Officer
  • Paul Meister
    Managing Director and Vice Chairman
  • Frederick Pollock
    Managing Director, Chief Investment Officer
  • Stacie Selinger
    Managing Director, Head of Investor Relations

Sources

  1. IAPD individual record, CRD 5067591. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of GCM Grosvenor L.P., filed 30 June 2026. Title, control and ownership bands.
  3. GCM Grosvenor team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Burke Montgomery or GCM Grosvenor L.P. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.