GCM GROSVENOR
45 known aliases resolved via the canonical alias map
Market position · 2024
Plans served37+1 YoYRank #482 of mapped providers
Assets under administration$52.8B0.1%Market share · rank #313
Fees received$8MMedian $55,349/planSum across Schedule C direct + indirect
Net wins YoY-24 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical GCM GROSVENOR plan look like?
Service mix · median fees per plan
Count of plans where GCM GROSVENOR ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 26 | $55,349 | |
Investment management fees paid directly by planCode 51 | 4 | $50,274 | |
Custodial (securities); Investment management; Investment management fees paid indirectly by planCode 19 | 2 | $24,828 | |
Investment management fees paid indirectly by planCode 52 | 2 | $0 | |
Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Accounting (including auditing)Code 10 | 1 | $52,500 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $16,222 | |
Other fees; Other servicesCode 49 | 1 | $0 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 1 | $254,391 |
Competitor overlap
Percent of GCM GROSVENOR's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under GCM GROSVENOR.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | AMERICAN REALTY ADVISORS | $8.0B |
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | AMERICAN REALTY ADVISORS | $1.7B |
ELECTRICAL WORKERS LOCAL NO 26 PENSION TRUST FUNDMD · 526117919-001 | BLACKROCK | $1.0B |
ROOFERS UNION LOCAL NO.33 PENSION FUNDMA · 042228135-001 | NORTHERN TRUST COMPANY | $139M |
Plans lost in 2024
Appeared last year under GCM GROSVENOR; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | BENEFIT STREET PARTNERS SENIOR SECU | $1.6B |
BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUNDCT · 223071963-001 | DANA INVESTMENT ADVISORS | $976M |
PLUMBERS AND STEAMFITTERS 486 PENSION FUND BOARD OF TRUSTEESMD · 526124449-001 | INTERCONTINENTAL REAL ESTATE CORP | $350M |
BOARD OF TRUSTEES OF WISCONSIN MASONS PENSION FUNDWI · 396185238-001 | BPA OF WI A BENESYS COMPANY | $262M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | SONYA IVETTE RIVERA | $194M |
BOARD OF TRUSTEES - MIDWEST PENSION PLANIL · 366512748-001 | JPMORGAN INVEST HOLDINGS LLC | $127M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $730,436 | 8y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $415,000 | 6y | - |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $0 | 5y | - |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | $4.7B | 21,342 | $3M | 6y | - |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | $2.3B | 17,735 | $0 | 7y | - |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | $1.9B | 21,246 | $458,053 | 3y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $475,960 | 5y | - |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | $1.8B | 18,092 | $55,227 | 8y | - |
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | $1.7B | 4,276 | $0 | 1y | 1 |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | $1.2B | 9,405 | $92,743 | 7y | - |
Flag exposure
97.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (45)
Raw Schedule C names collapsed into GCM GROSVENOR.
- GCM CUSTOMIZED FUND INV GROUP, INC.
- GCM CUSTOMIZED FUND INV GROUP, L.P.
- GCM CUSTOMIZED FUND INV GROUP, LP
- GCM CUSTOMIZED FUND INVESTMENT GROU
- GCM CUSTOMIZED FUND INVESTMENT GRP
- GCM GOSVENOR
- GCM GROSVENOR
- GCM GROSVENOR ALTSCAPE FUND LP
- GCM GROSVENOR CO-INVESTMENT OPP FUN
- GCM GROSVENOR L.P.
- GCM GROSVENOR LABOR IMPACT FUND
- GCM GROSVENOR LP
- GCM GROSVENOR MULTI-ASSET CLASS FUN
- GCM GROSVENOR MULTI-ASSET CLASS II
- GCM GROSVENOR MULTI-ASSET CLASS MAS
- GCM GROSVENOR OPP FUND IV LTD
- GCM GROSVENOR OPPORTUNISTIC CREDIT
- GCM GROSVENOR PRIVATE CREDIT FUND
- GCM GROSVENOR SEC OPP FUND III, LP
- GCM GROSVENOR SECONDARY OPPORTUNITI
- GCM GROSVENOR STRATEGIC
- GCM GROSVENOR, L.P.
- GCM INVESTMENTS - LABOR IMPACT FUND
- GOSVENOR CAPITAL MANAGEMENT, L.P.
- GROSVEMOR INSTITUTIONAL PARTNERS LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for GCM GROSVENOR's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 5.41% | 1.71% | +3.69 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with GCM GROSVENOR. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent