GCM Grosvenor's Infrastructure Strategy Delivers $42B Economic Impact, 47M Union Work Hours
Event summary
- GCM Grosvenor's Infrastructure Advantage Strategy generated $42.3B in economic impact and 47.4M union work hours through 2025.
- The strategy contributed $12.2B in income earned and $4.2B in tax revenue across local, state, and federal levels.
- Cumulative union labor hours increased more than tenfold since 2021, with 13.5M hours in 2025 alone.
- The strategy has grown to $2.6B in assets under management since its 2018 launch.
- Investments span digital infrastructure, clean energy, transportation, and supply chain logistics.
The big picture
GCM Grosvenor's Infrastructure Advantage Strategy exemplifies the growing trend of aligning private capital with organized labor to deliver critical infrastructure. The strategy's success highlights the increasing demand for scalable, long-duration infrastructure investments that benefit from secular growth trends across North America. With $91B in total AUM, GCM Grosvenor is positioning itself as a leader in infrastructure investing, leveraging strong labor standards and disciplined project execution to create durable economic value.
What we're watching
- Scalability
- Whether GCM Grosvenor can sustain the pace of growth in union work hours and economic impact as demand for infrastructure accelerates.
- Sector Focus
- How the strategy's emphasis on AI-driven data centers, renewable energy, and resilient supply chains will affect long-term value creation.
- Partnership Dynamics
- The evolving role of North America’s Building Trades Unions (NABTU) in shaping future infrastructure projects and labor standards.
