DFX Intelligence

B•••••••• P••••••• A•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

B•••••••• P••••••• A•••••••• L••

CRD 161374

BOSTON, MA

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Search this name across graphsid dfx:ria:07dd54d9-f610-4828-01bb-ab4b03a5a7d3

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 23
On other graphs: 2
Observed: Feb 14, 2012 to Mar 30, 2026
30 observations

Across DFX

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

Private Creditidentity

B•••••••• P••••••• A•••••••• L••

Private credit manager · shared crd

Real Estate Fundsidentity

B•••••••• P••••••• A•••••••• L••

Real estate fund manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $19B••• Locked
Discretionary RAUM: $19B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 226

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••••••• M••••••••• C••••• F••• I• I•••••••• L•••	Real Estate Fund	$1.9B	Mar 30, 2026	84	Mar 30, 2026	reported	021-515313
B•••••••• M••••••••• E••••• F•••• L•••	Real Estate Fund	$1.8B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• G••••• L•••••	Member	E	yes	03/2010	Oct 3, 2014	Mar 27, 2024
B•••••••• G••••• L•••	Member	E	yes	08/2014	Oct 3, 2014	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••••• B••••• L••• I•••••••• I• G•• L•••••	n/a	n/a	n/a	Y	yes	n/a
B•••••••• B••••• L••• I•••••••• I• G•• L••	n/a	n/a	n/a	Y	yes	n/a
B•••••••• B••••• L••• I•••••••• M•• I•• G•• L••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Larkspur	CA	United States	3	no
Alpharetta	Ga	United States	2	no
Dallas	TX	United States	2	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$19B	$15B	24.4%	$23B	-5.8%	226	194	2	2

Relationships

Advises (25)

→ B• M••••••••• P•••••••• L•Private fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ B•••••••• F• M••••••••• C••••••••• F•••• L•••Private fundReal Estate Fund, IA
Apr 1, 2013 to presentfactForm ADV
→ B•••••••• M••••••••• D••• F••• I•• L•••Private fundReal Estate Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ B•••••••• M••••••••• D••• F••• I•• I•••••••• L•••

Dated events

Occurred
Mar 30, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$-696M
Occurred
Mar 30, 2026
Ria ownership band change
••• Locked
Form ADVobserved today
Occurred
Mar 30, 2026
Ria office closed
••• Locked
Form ADVobserved today
Occurred
Mar 30, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:07dd54d9-f610-4828-01bb-ab4b03a5a7d3
First observed: Feb 14, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.