Gc Opal Advisors Llc
- Regulatory AUM
- $124B
- Discretionary
- $124B
- Clients
- 87
- Avg AUM / client
- $1.4B
- Accounts
- 87
- Employees
- 1,087
AUM over time
Annual snapshots from Form ADV filings · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 85 | $124B | 99.4% |
| State or municipal government entities | 1 | $273M | 0.22% |
| Other investment advisers | 1 | $500M | 0.4% |
Private funds (79)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $104B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gcp Hs Fund | Hedge Fund | Delaware | $28.3B | 16 |
| Gcp Master Holdings, Lp | Hedge Fund | Cayman Islands | $19.3B | 16 |
| Golub Capital Partners International 14, L.P. | Hedge Fund | Cayman Islands | $2.8B | 763 |
| Golub Capital Partners International 12, L.P. | Hedge Fund | Cayman Islands | $2.4B | 1,402 |
| Gcp Finance 7 L.P. | Hedge Fund | Delaware | $2.1B | 2 |
| Golub Capital Partners International 11, L.P. | Hedge Fund | Cayman Islands | $2.0B | 1,457 |
| Gc International Ladder Ltd. | Hedge Fund | Cayman Islands | $1.8B | 15 |
| Gcp Finance 8 L.P. | Hedge Fund | Cayman Islands | $1.4B | 2 |
| Golub Capital Partners Clo 69(m) | Securitized Asset Fund | Delaware | $1.4B | 2 |
| Gcp Finance L.P. | Hedge Fund | Cayman Islands | $1.3B | 2 |
| Golub Capital Partners Clo 18(m) R2 | Securitized Asset Fund | Cayman Islands | $1.2B | 1 |
| Golub Capital Partners International 10, L.P. | Hedge Fund | Cayman Islands | $1.1B | 359 |
| Golub Capital Partners Clo 59(m) | Securitized Asset Fund | Delaware | $1.1B | 2 |
| Golub Capital Partners Clo 65(m) | Securitized Asset Fund | Delaware | $1.0B | 2 |
| Golub Capital Partners Clo 57(m) | Securitized Asset Fund | Delaware | $1.0B | 2 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Golub, Lawrence, Eric | Chairman, Chief Executive Officer, Co General Counsel | Sep 2012 (14y) | Less than 5% | |
| Finegold, David | Trustee | Jan 2014 (13y) | GP / trustee / elected manager of Kpbgc Exempt 2013 N Trust (indirect) | |
| Golub, David, B | President | Jan 2014 (13y) | Less than 5% | |
| Levinson, Joshua, Mark | Co General Counsel And Chief Compliance Officer | Jul 2017 (9y) | Less than 5% | |
| Straub Iii, Francis, Patrick | Chief Administrative Officer | Jul 2017 (9y) | Less than 5% | |
| Lamoureux, Pierre Olivier | Chief Financial Officer | Mar 2018 (8y) | Less than 5% | |
| Kepniss, Stephen, Alan | Trustee | Jul 2018 (8y) | GP / trustee / elected manager of The Bragol Trust Ii (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gcdm Midco Holdings, Lp | Member | Jan 2022 | A | 75% or more |
| The Bragol Trust Ii | Member | Aug 2018 | B | ≈ 15.82% – 75% via Second Buchanan Holdings, Llc |
| Kpbgc Exempt 2013 N Trust | Member | Jan 2014 | B | ≈ 10.55% – 50% via Cdg 2013 Pe, Llc |
| Gc Pe Holdings Llc | Limited Partner | Aug 2018 | B | ≈ 56.25% – 100% via Gcdm Midco Holdings, Lp |
| Second Buchanan Holdings, Llc | Member | Sep 2018 | B | ≈ 21.09% – 75% via Whitehall Capital Investors New Pe, Llc |
| Whitehall Capital Investors New Pe, Llc | Member | Sep 2012 | B | ≈ 28.13% – 75% via Gc Pe Holdings Llc |
| Cdg 2013 Pe, Llc | Member | Jan 2014 | B | ≈ 14.06% – 50% via Gc Pe Holdings Llc |
| Gcdm Holdings Gp, Llc | General Partner | Jul 2018 | B | GP / trustee / elected manager of Gcdm Midco Holdings, Lp (indirect) |
| Gcdm Holdings, Lp | Manager | Jan 2022 | B | GP / trustee / elected manager of Gcdm Midco Holdings, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Bragol Trust Ii: 75% – 100% of Second Buchanan Holdings, Llc × 75% – 100% of Whitehall Capital Investors New Pe, Llc × 50% – 75% of Gc Pe Holdings Llc × 75% – 100% of Gcdm Midco Holdings, Lp × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Kpbgc Exempt 2013 N Trust: 75% – 100% of Cdg 2013 Pe, Llc × 25% – 50% of Gc Pe Holdings Llc × 75% – 100% of Gcdm Midco Holdings, Lp × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Gc Pe Holdings Llc: 75% – 100% of Gcdm Midco Holdings, Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Second Buchanan Holdings, Llc: 75% – 100% of Whitehall Capital Investors New Pe, Llc × 50% – 75% of Gc Pe Holdings Llc × 75% – 100% of Gcdm Midco Holdings, Lp × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Whitehall Capital Investors New Pe, Llc: 50% – 75% of Gc Pe Holdings Llc × 75% – 100% of Gcdm Midco Holdings, Lp × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Cdg 2013 Pe, Llc: 25% – 50% of Gc Pe Holdings Llc × 75% – 100% of Gcdm Midco Holdings, Lp × 75% – 100% direct ≈ 14.06% – 50% 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 (79, $104B gross assets)
Top 25 of 79 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 18.6 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
- • SHARED SERVICES FEES, EXPENSES AND TRANSACTION FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Northern Trust $500M (0% of AUM) Jun 2026
- Wells Fargo $273M (0% of AUM) Jun 2026
- BNY Mellon $250M (0% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗