DFX Intelligence

Data Factory

B•••• A••••••• I•••••••• 2••• • E•• I••• L•••: fund on the private equity graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Private equityFundharvestprivate equity fund

B•••• A••••••• I•••••••• 2••• • E•• I••• L•••

managed by B•••• Advisory Investment Solutions Group LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:329f599d-87a0-479e-89ba-f5504860f37a

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

B•••• A••••••• I•••••••• 2••• • E•• I••• L•••

Private fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: B•••• Advisory Investment Solutions Group LLC
Vintage: 2014 (name_year)derived
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $3.5Mas of 2024-05-17
Peak reported GAV: $6.4M
Reporting years: 11
ADV first reported: Jan 29, 2016
LPs disclosed: 0
Placement agents: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	May 17, 2024	Private Equity Fund	$3.5M	31
2023	Jul 28, 2023	Private Equity Fund	$4.9M	31
2022	Mar 30, 2022	Private Equity Fund	$4.5M	31
2021	Dec 9, 2021	Private Equity Fund

Relationships

Audits (1)

← Pricewaterhousecoopers LLPFirm
factForm ADV

Manages (2)

← B•••• Advisory Investment Solutions Group LLCFirmPrivate Equity Fund
Jan 29, 2016 to presentfactForm ADV
← B•••• AdvisoryFirmPrivate Equity Fund
Oct 27, 2014 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

Occurred
Mar 30, 2021
Fund 805-7982277893 no longer reported on Form ADV by B•••• Advisory
Occurred
Oct 27, 2014
B•••• A••••••• I•••••••• 2••• • E•• I••• L••• first reported on Form ADV by B•••• Advisory (Private Equity Fund), GAV $6,028,000

Provenance

Graph: Private Equity
Canonical id: dfx:pe:329f599d-87a0-479e-89ba-f5504860f37a
First observed: n/a
Last observed: Sep 13, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.