Private fund adviser · Scottsdale, AZ
GI Partners
GI Manager L.P. · SEC-registered investment adviser · CRD 161573 · SEC 801-73556
At a glance
GI Partners is an SEC-registered investment adviser based in Scottsdale, Arizona, with $35.7 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 217th of 4,686 private fund advisers and 570th of 17,210 SEC-registered advisers by assets.
Main office 623-887-4320gipartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $36B
- Rank among private fund advisers
- #217 of 4,686
- Rank among all SEC RIAs
- #570 of 17,210
- Rank in Arizona
- #3 of 212
- Clients
- 29
- Accounts
- 29
- Discretionary
- 58% of AUM
- Employees
- 160
- Advisory staff
- 85
- Offices
- 7
Owners and executives on its Form ADV
- Richard A. MagnusonExecutive Chairman
- Sung H. ChoManaging Director
- John K. SaerManaging Director
- David A. SmolenGeneral Counsel, Chief Operating Officer & Managing Director
- Travis R. PearsonChief Executive Officer & Managing Director
- Philip YauManaging Director
- David R. KreterManaging Director
- Jefferson SheuManaging Director
- Jr. G. PsarasReal Estate CFO
- Achi YaffeManaging Director
- Mark D PrybutokManaging Director
- Sendil RajendranManaging Director
Custody and brokerage
Custodian
GI Partners’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 28 | $21B | 58% |
| State or municipal government entities | 1 | $15B | 42% |
Private funds
GI Partners reports 28 private funds with $21B in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
GI Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗gipartners.com ↗
AtlasMembers
The full record on GI Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 462 peers of its type and size
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- Owners and executives, with titles and stakes
- 22 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does GI Partners manage?
GI Partners reports $35.7 billion in regulatory assets under management across 29 accounts, 58% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is GI Partners?
GI Partners is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are GI Partners’s clients?
By assets, its largest client types are pooled investment vehicles ($20.8 billion, 28 clients); state or municipal government entities ($14.9 billion, 1 clients).
Does GI Partners manage private funds?
Yes. It reports 28 private funds with $20.8 billion in gross assets, including private equity funds, real estate funds.
Does GI Partners have any disciplinary history?
GI Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is GI Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →