The Gores Group, Llc
- Regulatory AUM
- $287M
- Discretionary
- $287M
- Clients
- 2
- Avg AUM / client
- $144M
- Accounts
- 2
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $287M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $311M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gores Capital Partners Iii, L.P. | Private Equity Fund | Delaware | $260M | 64 |
| Gores Small Capitalization Partners, L.P. | Private Equity Fund | Delaware | $30.6M | 20 |
| Gores Co Invest Partnership Iii, L.P. | Private Equity Fund | Delaware | $18.7M | 23 |
| Gores Small Cap Co Invest Partnership, L.P. | Private Equity Fund | Delaware | $1.5M | 17 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gores, Alec, Elias | Chief Executive Officer And Chief Compliance Officer | Dec 1993 (33y) | ≈ 56.25% – 100% via Aeg Holdings, Llc | |
| Stone, Mark, Ronald | Senior Managing Director | Apr 2005 (21y) | Less than 5% | |
| Chou, Jennifer, Kwon | Managing Director | Jan 2016 (11y) | Less than 5% | |
| Johnson, Edward, Anthony | Sr. Managing Director | Jan 2016 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aeg Holdings, Llc | Sole Member | Jan 2004 | 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):
- Gores, Alec, Elias: 75% – 100% of Aeg Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% 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 (4, $311M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gores Capital Partners Iii, L.P. | Private Equity Fund | $260M | $100K | 64 |
| Gores Small Capitalization Partners, L.P. | Private Equity Fund | $30.6M | $100K | 20 |
| Gores Co Invest Partnership Iii, L.P. | Private Equity Fund | $18.7M | $100K | 23 |
| Gores Small Cap Co Invest Partnership, L.P. | Private Equity Fund | $1.5M | $100K | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.4 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
- • Other fees
- • TRANSACTION AND PORTFOLIO COMPANY MONITORING 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗