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GI PARTNERS

Legal name: GI MANAGER L.P.

CRD 161573File 801-73556
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$35.74B
Top 10% of cohort (national)
Discretionary AUM
$20.80B
Non-discretionary $14.94B
Clients
29
29 accounts
Employees
160
Top 10% of cohort in AZ

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
LARO
Registration date
Mar 30, 2012
Principal office
6720 N SCOTTSDALE ROAD, SUITE 350, SCOTTSDALE, AZ, 85253
Phone
623-887-4320

Assets & accounts

ADV Item 5F
Total regulatory AUM
$35.74B
Discretionary AUM
$20.80B
Non-discretionary AUM
$14.94B
Discretionary accounts
28
Non-discretionary accounts
1
Total accounts
29
AUM per client
$1.23B

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles28$20.80B
State or municipal government entities1$14.94B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees154160increased by6
Apr 1, 2026Clients2629increased by3
Apr 1, 2026AUM$34,009,674,721$35,738,096,082increased by$1,728,421,361
Apr 1, 2026Accounts2629increased by3
May 1, 2025
vs Oct 1, 2022
Employees122154increased by32
May 1, 2025
vs Oct 1, 2022
Clients2526increased by1
May 1, 2025
vs Oct 1, 2022
AUM$31,207,563,352$34,009,674,721increased by$2,802,111,369
May 1, 2025
vs Oct 1, 2022
Accounts2526increased by1
Apr 1, 2022Employees104122increased by18
Apr 1, 2022Clients2425increased by1
Apr 1, 2022AUM$25,048,309,155$31,207,563,352increased by$6,159,254,197
Apr 1, 2022Accounts2425increased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “GI PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GI PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.