H••• R••• D••••• F•••• L•••

managed by B•••••••• Capital Investment Advisors, LLC

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Search this name across graphsid dfx:pe:acd2d077-f226-4225-896b-dea4230e5419

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
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

H••• R••• D••••• F•••• 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•••••••• Capital Investment Advisors, LLC
Vintage: 2021 (adv_first_reported)derived
ADV gross asset value: $158Mas of 2024-12-23
Peak reported GAV: $158M
Reporting years: 10
ADV first reported: Feb 2, 2021
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Dec 23, 2024	Private Equity Fund	$158M	2
2023	Nov 22, 2023	Private Equity Fund	$58.4M	2
2022	Nov 7, 2022	Private Equity Fund	$85.0M	2
2021	Nov 5, 2021	Private Equity Fund

Relationships

Audits (1)

← Pricewaterhousecoopers LLPFirm
factForm ADV

Manages (2)

← B•••••••• Capital Investment Advisors, LLCFirmPrivate Equity Fund
Feb 2, 2021 to presentfactForm ADV
← B•••••••• I••••••••• M••••••••• L••FirmPrivate Equity Fund
Nov 18, 2015 to presentfactForm ADV

Dated events

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

Show 1 bookkeeping events

Occurred
Nov 18, 2015
H••• R••• D••••• F•••• L••• first reported on Form ADV by B•••••••• I••••••••• M••••••••• L•• (Private Equity Fund)

Provenance

Graph: Private Equity
Canonical id: dfx:pe:acd2d077-f226-4225-896b-dea4230e5419
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.