Gfg Alternative Investment Advisors Llc
- Regulatory AUM
- $600M
- Discretionary
- $600M
- Clients
- 3
- Avg AUM / client
- $200M
- Accounts
- 3
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $600M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $423M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Beacon Annuity Fund Ii, Lp | Hedge Fund | Delaware | $169M | 87 |
| Gfg Beacon Fund Iii, Lp | Hedge Fund | Delaware | $169M | 18 |
| Gfg Beacon Fund Iv, Lp | Hedge Fund | Delaware | $84.6M | 38 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Friedman, Erik, Scott | Managing Member | Feb 2010 (17y) | ≈ 37.5% – 75% via Greenwich Finance Group Llc | |
| Robinson, Brian, Daniel | Managing Member | Feb 2010 (17y) | ≈ 37.5% – 75% via Greenwich Finance Group Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Greenwich Finance Group Llc | Managing Member | Jul 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Friedman, Erik, Scott: 50% – 75% of Greenwich Finance Group Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Robinson, Brian, Daniel: 50% – 75% of Greenwich Finance Group Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $423M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Beacon Annuity Fund Ii, Lp | Hedge Fund | $169M | $1.0M | 87 |
| Gfg Beacon Fund Iii, Lp | Hedge Fund | $169M | $1.0M | 18 |
| Gfg Beacon Fund Iv, Lp | Hedge Fund | $84.6M | $1.0M | 38 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.67 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗