Gc Wealth Management Ria, Llc
SEC-registered
Multi-Family Office · Mid-sized ($1B–$10B)
CRD 327269
· SEC file 801-128318
· Cambridge, MA
· www.generalcatalyst.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.8B
- Discretionary
- $5.8B
- Clients
- 247
- Avg AUM / client
- $23.6M
- Accounts
- 1,731
- Employees
- 44
AUM over time
$283M
$5.8B
Nov 2023
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 483 positions, $1,734,305,868)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Tempus Ai Inc | CL A | $139,690,548 | 2,411,368 | 8.05% | 2.39% |
| 2 | Nvidia Corporation | COM | $107,791,099 | 538,713 | 6.22% | 1.85% |
| 3 | Apple Inc | COM | $70,631,560 | 244,096 | 4.07% | 1.21% |
| 4 | Alphabet Inc | CAP STK CL A | $68,699,775 | 192,237 | 3.96% | 1.18% |
| 5 | Ishares Tr | CORE S&P500 ETF | $60,669,300 | 81,012 | 3.5% | 1.04% |
| 6 | Microsoft Corp | COM | $54,690,641 | 146,616 | 3.15% | 0.94% |
| 7 | Amazon Com Inc | COM | $49,760,961 | 208,781 | 2.87% | 0.85% |
| 8 | Invesco Qqq Tr | UNIT SER 1 | $37,920,516 | 51,494 | 2.19% | 0.65% |
| 9 | Broadcom Inc | COM | $30,931,303 | 81,883 | 1.78% | 0.53% |
| 10 | State Str Spdr S&P 500 Etf T | TR UNIT | $28,674,465 | 38,398 | 1.65% | 0.49% |
| 11 | Meta Platforms Inc | CL A | $28,015,250 | 49,735 | 1.62% | 0.48% |
| 12 | Alphabet Inc | CAP STK CL C | $26,210,981 | 74,183 | 1.51% | 0.45% |
| 13 | Samsara Inc | COM CL A | $25,566,677 | 788,365 | 1.47% | 0.44% |
| 14 | Eli Lilly & Co | COM | $21,983,153 | 18,328 | 1.27% | 0.38% |
| 15 | Vanguard Index Fds | S&P 500 ETF SHS | $20,184,036 | 29,388 | 1.16% | 0.35% |
| 16 | Visa Inc | COM CL A | $18,066,776 | 52,659 | 1.04% | 0.31% |
| 17 | Spdr Gold Tr | GOLD SHS | $16,719,419 | 45,386 | 0.96% | 0.29% |
| 18 | Lam Research Corp | COM NEW | $15,009,251 | 34,637 | 0.87% | 0.26% |
| 19 | Quanta Svcs Inc | COM | $14,260,392 | 19,805 | 0.82% | 0.24% |
| 20 | Salesforce Inc | COM | $13,331,609 | 85,099 | 0.77% | 0.23% |
| 21 | Jpmorgan Chase & Co | COM | $12,845,411 | 39,243 | 0.74% | 0.22% |
| 22 | Palo Alto Networks Inc | COM | $12,423,870 | 36,432 | 0.72% | 0.21% |
| 23 | Ishares Tr | RUS 1000 GRW ETF | $12,361,151 | 99,550 | 0.71% | 0.21% |
| 24 | Servicenow Inc | COM | $11,326,657 | 114,088 | 0.65% | 0.19% |
| 25 | Taiwan Semiconductor Manufac | SPONSORED ADS | $11,178,481 | 23,407 | 0.64% | 0.19% |
Top 25 of 483 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $10.5M | 0.18% |
| High net worth individuals | 215 | $5.8B | 99.4% |
| Charitable organizations | Fewer than 5 clients | $24.9M | 0.43% |
| Corporations and other businesses | Fewer than 5 clients | $195K | 0.0% |
People (41)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fialkow, David, Paul | Managing Director | Dec 2004 (22y) | ≈ 5.93% – 50% via General Catalyst Group Management Holdings, L.P. | |
| Taneja, Hemant | Managing Director | Oct 2017 (9y) | ≈ 5.93% – 50% via General Catalyst Group Management Holdings, L.P. | |
| Chenault, Kenneth, Irvine | Managing Director | Feb 2018 (9y) | ≈ 5.93% – 50% via General Catalyst Group Management Holdings, L.P. | |
| Allen, Mark, Joseph | Chief Financial Officer | Jun 2023 (3y) | Less than 5% | |
| David Steven Breslin | President | Jun 2023 (3y) | Less than 5% | |
| Fielding, Paul, Sanford | Chief Operating Officer | Jun 2023 (3y) | Less than 5% | |
| Mccain, Christopher, Luke | Chief Legal Officer | Jun 2023 (3y) | Less than 5% | |
| Hale, Jessica, Riley | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Christine Michelle Vasquez | Registered representative | Sep 2023 (3y) | ||
| Chelsea Nichole Toledo | Registered representative | Sep 2023 (3y) | ||
| James Michael Gersack | Registered representative | CFP | Sep 2023 (3y) | |
| Richard Todd Will | Registered representative | CFP | Sep 2023 (3y) | |
| Abigail Rose Lee | Registered representative | Oct 2023 (3y) | ||
| Joseph James Mathews | Registered representative | Oct 2023 (3y) | ||
| Darin M Souza | Registered representative | Oct 2023 (3y) | ||
| James Wightman Wilcox | Registered representative | Oct 2023 (3y) | ||
| Michael Ken Kato | Registered representative | CFP | Nov 2023 (3y) | |
| Kim Tieng Tear Baron | Registered representative | Jan 2024 (3y) | ||
| Leigh Flor | Registered representative | Jan 2024 (3y) | ||
| Linda K Mauzy | Registered representative | CFA | Jan 2024 (3y) | |
| Yin Chung Huang | Registered representative | Jan 2024 (3y) | ||
| Nichole Eileen Heidrick | Registered representative | Feb 2024 (2y) | ||
| William A Grinnell | Registered representative | May 2024 (2y) | ||
| John Brian Carew | Registered representative | Jun 2024 (2y) | ||
| Shelter Deedra Wein | Registered representative | Sep 2024 (2y) | ||
| Arif Ahmed | Registered representative | May 2025 (1y) | ||
| Laura Chase | Registered representative | May 2025 (1y) | ||
| Sotiria Basia Sgouros | Registered representative | May 2025 (1y) | ||
| Lemuel Bourne | Registered representative | May 2025 (1y) | ||
| Rohan Munsif | Registered representative | CFA | May 2025 (1y) | |
| Sarah Joshi | Registered representative | CFA | May 2025 (1y) | |
| Scott Lachlan Lee | Registered representative | May 2025 (1y) | ||
| Alexandra Rueb | Registered representative | CFA | May 2025 (1y) | |
| Cearull Jack Horgan | Registered representative | CFP CFA | May 2025 (1y) | |
| Jonathan Hartley | Registered representative | CFA | May 2025 (1y) | |
| Riley Yang | Registered representative | CFA | May 2025 (1y) | |
| Jeremy Parsels | Registered representative | May 2025 (1y) | ||
| Brian Stephen Leman | Registered representative | CFA | Jul 2025 (1y) | |
| Christopher James Wolfe | Registered representative | CFP CFA | Dec 2025 (1y) | |
| Richard Y Chan | Registered representative | Feb 2026 (0y) | ||
| Ketan Desai | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gc Wealth Management Intermediate, Llc | Member | Jun 2023 | A | 75% or more |
| Gc Wealth Management Parent, Llc | Member | Jun 2023 | B | ≈ 56.25% – 100% via Gc Wealth Management Intermediate, Llc |
| General Catalyst Group Management, Llc | Member | Jun 2023 | B | ≈ 42.19% – 100% via Gc Wealth Management Parent, Llc |
| Gc Management Partners, L.P | Member | Nov 2018 | B | ≈ 31.64% – 100% via General Catalyst Group Management, Llc |
| Gc Partners Holdings, Lp | Limited Partner | Nov 2018 | B | ≈ 23.73% – 100% via Gc Management Partners, L.P |
| General Catalyst Group Management Holdings, L.P. | Limited Partner | Nov 2018 | B | ≈ 23.73% – 100% via Gc Management Partners, L.P |
| General Catalyst Group Management Holdings Gp, Llc | General Partner | Dec 2013 | B | GP / trustee / elected manager of Gc Management Partners, L.P (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fialkow, David, Paul: 25% – 50% of General Catalyst Group Management Holdings, L.P. × 75% – 100% of Gc Management Partners, L.P × 75% – 100% of General Catalyst Group Management, Llc × 75% – 100% of Gc Wealth Management Parent, Llc × 75% – 100% of Gc Wealth Management Intermediate, Llc × 75% – 100% direct ≈ 5.93% – 50% of the firm
- Taneja, Hemant: 25% – 50% of General Catalyst Group Management Holdings, L.P. × 75% – 100% of Gc Management Partners, L.P × 75% – 100% of General Catalyst Group Management, Llc × 75% – 100% of Gc Wealth Management Parent, Llc × 75% – 100% of Gc Wealth Management Intermediate, Llc × 75% – 100% direct ≈ 5.93% – 50% of the firm
- Chenault, Kenneth, Irvine: 25% – 50% of General Catalyst Group Management Holdings, L.P. × 75% – 100% of Gc Management Partners, L.P × 75% – 100% of General Catalyst Group Management, Llc × 75% – 100% of Gc Wealth Management Parent, Llc × 75% – 100% of Gc Wealth Management Intermediate, Llc × 75% – 100% direct ≈ 5.93% – 50% of the firm
- Gc Wealth Management Parent, Llc: 75% – 100% of Gc Wealth Management Intermediate, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- General Catalyst Group Management, Llc: 75% – 100% of Gc Wealth Management Parent, Llc × 75% – 100% of Gc Wealth Management Intermediate, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Gc Management Partners, L.P: 75% – 100% of General Catalyst Group Management, Llc × 75% – 100% of Gc Wealth Management Parent, Llc × 75% – 100% of Gc Wealth Management Intermediate, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Gc Partners Holdings, Lp: 75% – 100% of Gc Management Partners, L.P × 75% – 100% of General Catalyst Group Management, Llc × 75% – 100% of Gc Wealth Management Parent, Llc × 75% – 100% of Gc Wealth Management Intermediate, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- General Catalyst Group Management Holdings, L.P.: 75% – 100% of Gc Management Partners, L.P × 75% – 100% of General Catalyst Group Management, Llc × 75% – 100% of Gc Wealth Management Parent, Llc × 75% – 100% of Gc Wealth Management Intermediate, Llc × 75% – 100% direct ≈ 23.73% – 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.05 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $5.7B (97% of AUM) Mar 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗