Data / Investment advisers / Arizona / Gi Partners
Gi Partners, Scottsdale, AZ: $35.7 billion AUM, SEC registered investment adviser
Gi Partners is an SEC registered investment adviser with its main office in Scottsdale, Arizona and reports $35.7 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 28 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 161573
- SEC file number
- 801-73556
- SEC status
- Approved, effective March 30, 2012
- Legal name
- Gi Manager L.P.
- Main office
- 6720 N Scottsdale Road Suite 350, Scottsdale, AZ 85253
- Phone
- (623) 887-4320
- Website
- gipartners.com
- Regulatory AUM
- $35,738,096,082 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $20,798,887,636
- Non discretionary AUM
- $14,939,208,446
- Accounts
- 29
- Employees
- 160, of which 85 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 28: 25 private equity funds, 3 real estate funds
- Gross assets of private funds
- $20,798,887,635
- Other offices
- 6
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 28 | $20.80 billion |
| State or municipal government entities | 1 | $14.94 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $35.74 billion | March 30, 2026 |
| December 1, 2025 | $34.01 billion | March 28, 2025 |
Other advisers in Scottsdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Scottsdale | $234.86 billion | Not listed | adviserinfo.sec.gov |
| Voya Investments, LLC | Scottsdale | $59.48 billion | Not listed | adviserinfo.sec.gov |
| United Planners' Financial Services of America a Limited Partner | Scottsdale | $12.77 billion | Not listed | adviserinfo.sec.gov |
| Balbec Capital Management LP | Scottsdale | $7.99 billion | 14 | adviserinfo.sec.gov |
| Ashton Thomas Private Wealth | Scottsdale | $6.01 billion | Not listed | adviserinfo.sec.gov |
| Stoker Ostler, a Part of BMO Financial Group | Scottsdale | $3.67 billion | Not listed | adviserinfo.sec.gov |
| Trek Financial | Scottsdale | $2.82 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Scottsdale, AZ
- Investment advisers in Arizona
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Gi Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.