Gfp Private Wealth

Asset Manager SEC-registered adviser

Legal name: Gries Financial LLC

Cleveland, OH Website LinkedIn

AUM

$1.3B
Regulatory AUM

Private funds

7
Real Estate 6 · Private Equity 1

Private fund assets

$12.3M
Gross asset value

Employees

30

Last Form D raise

Apr 2024
Most recent fund filing

From SEC Form ADV filing (filed Aug 14, 2025). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

C
Carina Diamond
Chief Executive Officer
Source: SEC Form ADV
K
Kenneth Brodkowitz
Chief Investment Officer
Source: SEC Form ADV
R
Robert Herman
Managing Principal
Source: SEC Form ADV

Funds(7)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Altalpha Vintage, L.P.Private Equity$12.3M$11.6M35Apr 2024Cold
Fieldstone - Sage MillReal Estate$2.0M———
Fieldstone Gem VI InvestorsReal Estate$1.2M———
Fieldstone Gem V InvestorsReal Estate$987K———
Fieldstone Phoenix '07 FundReal Estate$469K———
Fieldstone Phoenix 2010 FundReal Estate$50K———
Fieldstone Phoenix 2011 FundReal Estate$41K———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
110031
SEC file number
801-56552
CIK
1049662

Sources