GC Wealth Management RIA provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
GC Wealth Management RIA reports 247 clients. They include 215 high-net-worth individuals and 32 individual clients. Of its assets, 100.0% ($5.83B across 1,731 accounts) are managed with discretion. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 13% | <1% |
| High-net-worth individuals | 87% | 99% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 32 | $10.5M | 0.2% | $328K |
| High-net-worth individuals | 215 | $5.8B | 99.4% | $27M |
| Charitable organizations | Fewer than 5 | $24.9M | 0.4% | — |
| Corporations and other businesses | Fewer than 5 | $195K | 0.0% | — |
| Total | 247 | $5.83B | 100% | — |
- Clients
- 32
- Regulatory AUM
- $10.5M
- AUM share
- 0.2%
- Avg. per client
- $328K
- Clients
- 215
- Regulatory AUM
- $5.8B
- AUM share
- 99.4%
- Avg. per client
- $27M
- Clients
- Fewer than 5
- Regulatory AUM
- $24.9M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $195K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 247
- Regulatory AUM
- $5.83B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
GC Wealth Management RIA charges up to 1.50% a year for its Advisory Fees. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Family Advisory Services
- An additional fee, set by the scope and complexity of the services and stated in the client agreement, is charged on top of the investment management fee.
- Financial Planning and Consulting
- Financial planning and consulting are negotiable fixed fees, typically payable before work begins.
- Founders Membership
- Founders Membership carries an annual fee of $10,000 for a two-year term, currently waived for pilot-phase members.
GC Wealth Management owns 75% or more of GC Wealth Management RIA. Robert Thornton is CEO; the leadership team includes President David Breslin, Chief Investment Officer Christopher Wolfe and Chief Financial Officer Mark Allen. It has 44 employees, 34 of them in advisory roles.
Leadership
Robert ThorntonChief Executive Officer
David BreslinExecutive Vice President- Mark AllenChief Financial Officer
Jessica HaleChief Compliance Officer and Chief Legal Officer
Christopher WolfeChief Investment Officer
Investment adviser representatives
35 representatives listed in the SEC register as of 9 October 2026.
- Arif Ahmed
- Kim-Tieng Tear Baron
- Lemuel Bourne
- John Brian Carew JR
- Richard Y Chan
- Laura Chase
- Ketan Desai
- Leigh Flor
- James Michael Gersack
- William A Grinnell
- Jonathan Hartley
- Nichole Eileen Heidrick
- Cearull Jack Horgan
- Yin Chung Huang
- Sarah Joshi
- Michael Ken Kato
- Abigail Rose Lee
- Scott Lachlan Lee
- Brian Stephen Leman
- Joseph James Mathews
- Linda K Mauzy
- Rohan Munsif
- Jeremy Parsels
- Alexandra Rueb
- Sotiria Basia Sgouros
- Darin M Souza
- Chelsea Nichole Toledo
- Christine Michelle Vasquez
- Shelter Deedra Wein
- James Wightman Wilcox
- Richard Todd Will JR.
- Riley Yang
- Jack Shujie Zhao
Staff
- 44 employees
- 34 in advisory functions
- 34 state-registered reps
- Owns 75% or more of GC Wealth Management RIA, LLC
GC Wealth Management
Control person · since June 2023
- Owns 75% or more of GC Wealth Management RIA, LLC
GC Wealth Management Intermediate, LLC
Control person · since June 2023
- Owns 75% or more of GC Wealth Management Intermediate, LLC
GC Wealth Management Parent, LLC
Control person · since June 2023
- Owns 75% or more of GC Wealth Management Parent, LLC
General Catalyst Group Management, LLC
Control person · since June 2023
- Owns 75% or more of General Catalyst Group Management, LLC
GC Management Partners, L.P
Control person · since November 2018
- Owns 75% or more of GC Management Partners, L.P
GCMP Holdco, LP
Control person · since September 2025
- Owns 75% or more of GCMP Holdco, LP
GC Partners Holdings, LP
Control person · since September 2025
- Owns 75% or more of GC Partners Holdings, LP
General Catalyst Group Management Midco Feeder, LP
Control person · since December 2022
- Owns 75% or more of General Catalyst Group Management Midco Feeder, LP
General Catalyst Group Ultimate Holdings, LP
Control person · since January 2025
- Owns 75% or more of General Catalyst Group Ultimate Holdings, LP
General Catalyst Group Management Holdings, L.P.
Control person · since January 2025
- Owns 25% to 50% of General Catalyst Group Management Holdings, L.P.
Hemant Taneja
Control person · since October 2017
- Owns 25% to 50% of General Catalyst Group Management Holdings, L.P.
Kenneth Chenault
Control person · since February 2018
General Catalyst Group Management Holdings GP, LLC
General partner · Control person · since August 2022
- Owns 25% to 50% of General Catalyst Group Management Holdings GP, LLC
David Fialkow
Control person · since February 2018
GCMP GP, LLC
General partner · Control person · since December 2025
- Owns 75% or more of GCMP GP, LLC
GC Governance LLC
Control person · since December 2025
GC Wealth Management RIA’s regulatory assets grew Infinity× from $0 (August 2023) to $5.83B (March 2026); employees rose from 2 to 44.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $5.83B | 247 | 44 | 6 |
| May 2025 | $2.15B | 144 | 21 | 4 |
| June 2024 | $1.71B | 107 | 21 | 4 |
| August 2023 | $0 | 0 | 2 | 1 |
Besides its headquarters, GC Wealth Management RIA has 5 offices (1 private residence, listed without an address), with 5 listed addresses across 5 states.
California · 1 listed address
- 75 Hawthorne Street, San Francisco
District of Columbia · 1 listed address
- 800 Connecticut Ave NW, Washington
Massachusetts · 1 listed address
- 20 University Road, 4th Floor, CambridgeHQ
Washington · 1 listed address
- 500 108th Avenue Ne, Bellevue
Wyoming · 1 listed address
- 172 Center Street, Jackson
Contact and registration details
- Legal name
- GC Wealth Management RIA, LLC
- Headquarters
- 20 University Road, 4th Floor, Cambridge, MA 02138-5815
- Website
- generalcatalyst.com
- Phone
- 617-234-7000
- SEC file
- 801-128318
- Structure
- Delaware LLC
- Fiscal year end
- December
GC Wealth Management RIA uses Fidelity ($5.65B) as custodian for its separately managed accounts. GC Wealth Management RIA has custody of $2.01B in client assets for 410 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $5.65B100%
At year end, GC Wealth Management RIA’s separately managed accounts were mostly in stocks (54%) and bonds (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.73B across 483 positions; the largest are Tempus AI Inc. (8.1%), Nvidia Corporation (6.2%) and Apple Inc. (4.1%).
What the accounts hold
- Stocks54%
- Funds4%
- Registered funds3%
- Pooled vehicles1%
- Bonds33%
- State and local bonds20%
- U.S. government and agency bonds6%
- Investment grade corporate bonds6%
- Sovereign bonds1%
- Cash8%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $1.73B
- Reported 13F value
- 483
- Positions
- 37.4%
- In the 10 largest
- −28.2%
- Value vs. prior quarter
- Tempus AI Inc. · CL A8.1%
- Nvidia Corporation6.2%
- Apple Inc.4.1%
- Alphabet Inc. · Cap Stk CL A4.0%
- iShares TR · Core S&P500 ETF3.5%
- Microsoft Corp.3.2%
- Amazon Com Inc.2.9%
- Invesco Qqq TR · Unit Ser 12.2%
- Broadcom Inc.1.8%
- State Str SPDR S&P 500 ETF T · TR Unit1.7%
Together, the ten largest are 37.4% of reported value.
How many clients does GC Wealth Management RIA have?
GC Wealth Management RIA has 247 clients and manages $5.83 billion for them, as of March 2026. They include 215 high-net-worth individuals and 32 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does GC Wealth Management RIA offer?
GC Wealth Management RIA provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does GC Wealth Management RIA charge?
GC Wealth Management RIA charges up to 1.50% a year for its Advisory Fees. The fee is billed in advance or in arrears and is negotiable.
Which custodians does GC Wealth Management RIA use?
GC Wealth Management RIA’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $5.65B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does GC Wealth Management RIA have?
GC Wealth Management RIA has 34 investment adviser representatives registered with state securities authorities, out of 44 employees, and 34 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does GC Wealth Management RIA invest in?
At the end of its last fiscal year, GC Wealth Management RIA’s separately managed accounts held 54% exchange-traded equities, 20% state and local bonds, 8% cash and equivalents, 6% U.S. government and agency bonds, 6% investment grade corporate bonds, 3% registered funds (mutual funds, ETFs, BDCs), 1% sovereign bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns GC Wealth Management RIA?
GC Wealth Management RIA is owned through a chain of holding companies by Hemant Taneja, Kenneth Chenault, David Fialkow and GC Governance LLC. Its direct owners are GC Wealth Management (75% or more) and GC Wealth Management Intermediate, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does GC Wealth Management RIA get paid?
GC Wealth Management RIA is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact GC Wealth Management RIA?
GC Wealth Management RIA’s main office is at 20 University Road, 4th Floor, Cambridge, MA 02138-5815. Its phone number is 617-234-7000. Its website is generalcatalyst.com.