Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Gi Partners
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
GI PARTNERS HOLDINGS LPDirect owner · Schedule AInterest in GI PARTNERS
75%+
GI MANAGER HOLDINGS LLCDirect owner · Schedule AInterest in GI PARTNERS
< 5%
GI MANAGER LLCIndirect owner · Schedule BInterest in GI MANAGER TOPCO HOLDINGS LLC
75%+
GI PARTNERS FEEDER LPIndirect owner · Schedule BInterest in GI PARTNERS HOLDINGS LP
75%+
MAGNUSON LIVING TRUSTIndirect owner · Schedule BInterest in GI MANAGER LLC
75%+
GI MANAGER LLCIndirect owner · Schedule BInterest in GI MANAGER HOLDINGS LLC
75%+
GI MANAGER LLCIndirect owner · Schedule BInterest in GI MANAGER FEEDERCO HOLDINGS LLC
75%+
MAGNUSON LIVING TRUSTIndirect owner · Schedule BInterest in GI PARTNERS FEEDER LP
50% to < 75%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Gi Partners.
Reported ownership and control details
Form ADV · Filing date 2026-03-30 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | RICHARD ALLEN MAGNUSONEXECUTIVE CHAIRMANIndividual | GI PARTNERS | Less than 5%Code NA | Yes | EXECUTIVE CHAIRMAN09/2005 | Schedule APDF page 171 |
| 2 | SUNG HOON CHOMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR12/2007 | Schedule APDF page 171 |
| 3 | JOHN KENNETH SAERMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR12/2010 | Schedule APDF page 171 |
| 4 | DAVID ANTHONY SMOLENGENERAL COUNSEL, CHIEF OPERATING OFFICER & MANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | GENERAL COUNSEL, CHIEF OPERATING OFFICER & MANAGING DIRECTOR03/2014 | Schedule APDF page 171 |
| 5 | TRAVIS RYAN PEARSONCHIEF EXECUTIVE OFFICER & MANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | CHIEF EXECUTIVE OFFICER & MANAGING DIRECTOR05/2014 | Schedule APDF page 171 |
| 6 | GI MANAGER HOLDINGS LLCGENERAL PARTNER OF GI MANAGER L.P.Domestic entity | GI PARTNERS | Less than 5%Code NA | Yes | GENERAL PARTNER OF GI MANAGER L.P.07/2016 | Schedule APDF page 171 |
| 7 | PHILIP YAUMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR06/2017 | Schedule APDF page 171 |
| 8 | GI PARTNERS HOLDINGS LPLIMITED PARTNER OF GI MANAGER L.P.Domestic entity | GI PARTNERS | 75% or moreCode E | Yes | LIMITED PARTNER OF GI MANAGER L.P.03/2019 | Schedule APDF page 171 |
| 9 | DAVID RICHARD KRETERMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR02/2018 | Schedule APDF page 171 |
| 10 | JEFFERSON SHEUMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR02/2019 | Schedule APDF page 171 |
| 11 | JR. GEORGE PSARASREAL ESTATE CFOIndividual | GI PARTNERS | Less than 5%Code NA | No | REAL ESTATE CFO02/2018 | Schedule APDF page 171 |
| 12 | ACHI YAFFEMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR01/2020 | Schedule APDF page 171 |
| 13 | MARK D PRYBUTOKMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR07/2018 | Schedule APDF page 171 |
| 14 | SENDIL RAJENDRANMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR01/2022 | Schedule APDF page 171 |
| 15 | MATTHEW GILES BARKERMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR11/2022 | Schedule APDF page 171 |
| 16 | SEAN R TURNERMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR01/2023 | Schedule APDF page 171 |
| 17 | JEROME VICTOR STAPPMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR01/2024 | Schedule APDF page 171 |
| 18 | KATE MICHELLE ROSENMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR01/2025 | Schedule APDF page 171 |
| 19 | David Reed BoehleMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR01/2026 | Schedule APDF page 171 |
| 20 | STERLING MICHAEL GROLMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR01/2026 | Schedule APDF page 171 |
| 21 | CHAD ARTHUR LUPTONCHIEF FINANCIAL OFFICERIndividual | GI PARTNERS | Less than 5%Code NA | No | CHIEF FINANCIAL OFFICER01/2026 | Schedule APDF page 171 |
| 22 | Jacqueline Marianne CangeroCHIEF COMPLIANCE OFFICER & DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | CHIEF COMPLIANCE OFFICER & DIRECTOR01/2026 | Schedule APDF page 172 |
| 23 | MICHAEL L ARMSTRONGMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR04/2025 | Schedule APDF page 172 |
| 24 | Michael Young LeeMANAGING DIRECTORIndividual | GI PARTNERS | Less than 5%Code NA | No | MANAGING DIRECTOR04/2024 | Schedule APDF page 172 |
| 25 | RICHARD ALLEN MAGNUSONTRUSTEEIndividual | MAGNUSON LIVING TRUST | Percentage not specifiedCode F | Yes | TRUSTEE07/2005 | Schedule BPDF page 172 |
| 26 | GI MANAGER LLCMANAGING MEMBERDomestic entity | GI MANAGER TOPCO HOLDINGS LLC | 75% or moreCode E | Yes | MANAGING MEMBER10/2019 | Schedule BPDF page 172 |
| 27 | GI PARTNERS FEEDER LPLIMITED PARTNERForeign entity | GI PARTNERS HOLDINGS LP | 75% or moreCode E | Yes | LIMITED PARTNER03/2019 | Schedule BPDF page 172 |
| 28 | GI MANAGER TOPCO HOLDINGS LLCGENERAL PARTNERDomestic entity | GI PARTNERS HOLDINGS LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER03/2019 | Schedule BPDF page 172 |
| 29 | MAGNUSON LIVING TRUSTMANAGING MEMBERDomestic entity | GI MANAGER LLC | 75% or moreCode E | Yes | MANAGING MEMBER01/2019 | Schedule BPDF page 172 |
| 30 | GI MANAGER LLCMANAGING MEMBERDomestic entity | GI MANAGER HOLDINGS LLC | 75% or moreCode E | Yes | MANAGING MEMBER07/2005 | Schedule BPDF page 172 |
| 31 | MAGNUSON LIVING TRUSTLIMITED PARTNERDomestic entity | GI PARTNERS FEEDER LP | 50% to less than 75%Code D | Yes | LIMITED PARTNER03/2019 | Schedule BPDF page 172 |
| 32 | GI MANAGER FEEDERCO HOLDINGS LLCGENERAL PARTNERDomestic entity | GI PARTNERS FEEDER LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER10/2019 | Schedule BPDF page 172 |
| 33 | GI MANAGER LLCMANAGING MEMBERDomestic entity | GI MANAGER FEEDERCO HOLDINGS LLC | 75% or moreCode E | Yes | MANAGING MEMBER10/2019 | Schedule BPDF page 172 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/30/2026 12:14:17 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.