{"url":"https://nivawealth.com/firms/gcm-grosvenor-108654","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108654","regulatoryAum":95489020756,"crd":"108654","secFileNumber":"801-54965","legalName":"GCM Grosvenor L.P.","displayName":"GCM Grosvenor","website":"https://www.gcmgrosvenor.com/","linkedinUrl":"https://www.linkedin.com/company/belmont-harbor-a-gcm-grosvenor-strategy/about/","founded":null,"organization":"Illinois limited partnership","fiscalYearEnd":"December","headquarters":{"street":"900 North Michigan Avenue, Suite 1100","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60611-6558"},"tradeNames":["GCM Grosvenor"],"registration":{"secApproved":"17 October 1997","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":466,"advisory":166,"brokerDealerReps":80,"insuranceAgents":0,"promoters":5},"aum":{"discretionary":93780367598,"discretionaryAccounts":395,"nonDiscretionary":1708653158,"nonDiscretionaryAccounts":12,"wrapProgram":null,"nonUsClientsPct":51,"nonAumClients":10},"clientTypes":[{"label":"High-net-worth individuals","clients":3,"regulatoryAum":135332535},{"label":"Investment companies","clients":4,"regulatoryAum":313183822},{"label":"Pooled investment vehicles","clients":375,"regulatoryAum":90489948312},{"label":"Pension and profit-sharing plans","clients":2,"regulatoryAum":9115050},{"label":"State or municipal government entities","clients":10,"regulatoryAum":4541441037}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"GCM Grosvenor has custody of $30.83B for 129 clients.","otherCustodians":[],"leadership":[{"name":"Michael Sacks","title":"Managing Director, Chief Executive Officer and Chairman","crd":"2077424"},{"name":"Jonathan Levin","title":"Managing Director, President","crd":"5612973"},{"name":"Pamela Bentley","title":"Managing Director, Chief Financial Officer","crd":"7316110"},{"name":"Lilly Farahnakian","title":"Managing Director, Global Chief Compliance Officer","crd":"2503762"},{"name":"Kevin Buchheit","title":"Managing Director, Head of Strategy and Corporate Development","crd":"5802810"},{"name":"Cara Fixler","title":"Managing Director, Chief Human Resources Officer","crd":"8214566"},{"name":"Eric Levin","title":"Managing Director, Chief Technology Officer","crd":"6927048"},{"name":"Paul Meister","title":"Managing Director and Vice Chairman","crd":"2156014"},{"name":"Burke Montgomery","title":"Managing Director, General Counsel","crd":"5067591"},{"name":"Frederick Pollock","title":"Managing Director, Chief Investment Officer","crd":"5166261"},{"name":"Stacie Selinger","title":"Managing Director, Head of Investor Relations","crd":"5157216"}],"ownership":[{"label":"Grosvenor Capital Management Holdings, LLLP","detail":"Limited partner in the 75% or more ownership band and a control person, since December 2005. Also a sole member of GCM, L.L.C. in the 75% or more band and a control person, since January 2025."},{"label":"Michael J. Sacks Revocable Trust","detail":"Indirect owner: a member of Grosvenor Holdings, L.L.C. in the 25% to 50% band and a control person, since November 2001. Also a sole member of MJS LLC in the 75% or more band and a control person, since August 2016.","parent":"Grosvenor Holdings, L.L.C."},{"label":"Michael Sacks","detail":"Indirect owner: trustee of Michael J. Sacks Revocable Trust and a control person, since December 1995. Also managing member of Grosvenor Holdings, L.L.C. and a control person, since February 1998.","parent":"Michael J. Sacks Revocable Trust"},{"label":"Grosvenor Holdings, L.L.C.","detail":"Indirect owner: a sole member of GCM Progress LLC in the 75% or more band and a control person, since October 2022.","parent":"GCM Progress LLC"},{"label":"MJS LLC","detail":"Indirect owner: managing member of Grosvenor Holdings, L.L.C. and a control person, since July 2005.","parent":"Grosvenor Holdings, L.L.C."},{"label":"GCM Grosvenor Holdings, LLC","detail":"Indirect owner: sole general partner of Grosvenor Capital Management Holdings, LLLP and a control person, since November 2020.","parent":"Grosvenor Capital Management Holdings, LLLP"},{"label":"GCM Grosvenor Inc.","detail":"Indirect owner: a sole member of GCM Grosvenor Holdings, LLC in the 75% or more band and a control person, since November 2020.","parent":"GCM Grosvenor Holdings, LLC"},{"label":"GCM Progress Subsidiary LLC","detail":"Indirect owner: a limited partner of Grosvenor Capital Management Holdings, LLLP in the 25% to 50% band and a control person, since October 2022.","parent":"Grosvenor Capital Management Holdings, LLLP"},{"label":"GCM Progress LLC","detail":"Indirect owner: a sole member of GCM Progress Subsidiary LLC in the 75% or more band and a control person, since October 2022.","parent":"GCM Progress Subsidiary LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"900 North Michigan Avenue, Suite 1100","city":"Chicago","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"767 Fifth Avenue","city":"New York"}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"6000 Fairview Road","city":"Charlotte"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-506-6500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":null,"assetMix":[{"label":"Non-exchange-traded equity securities","percent":15},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":84},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":261},"sources":{"adv1FilingDate":"30 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108654/PDF/108654.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does GCM Grosvenor have?","answer":"GCM Grosvenor has 394 clients and manages $95.5 billion for them, as of June 2026. They include 375 pooled investment vehicles, 10 state or municipal government entities and 4 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does GCM Grosvenor offer?","answer":"GCM Grosvenor provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does GCM Grosvenor have?","answer":"GCM Grosvenor has 0 investment adviser representatives registered with state securities authorities, out of 466 employees, and 166 perform investment advisory functions. 80 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does GCM Grosvenor invest in?","answer":"At the end of its last fiscal year, GCM Grosvenor’s separately managed accounts held 84% pooled vehicles (private funds and similar), 15% non-exchange-traded equities and 1% cash and equivalents. It advises 261 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns GCM Grosvenor?","answer":"GCM Grosvenor is owned through a chain of holding companies by GCM Grosvenor Inc. Its direct owner is Grosvenor Capital Management Holdings, LLLP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does GCM Grosvenor get paid?","answer":"GCM Grosvenor is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}