DFX Intelligence

B••• O•• C••••• P•••••• F••• 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••• O•• C••••• P•••••• F••• A••••••• L••

CRD 297506

NEW YORK, NY

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Search this name across graphsid dfx:ria:0977a9a5-f895-ba3e-53a9-d27016ea18c2

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 115
Dated events: 40
On other graphs: 3
Observed: Jun 17, 2018 to Jun 17, 2026
42 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Private Equityidentity

O•• R••• C•••••• P•••••• F••• A••••••• L••

P•••••• equity manager · shared crd

Independent Sponsorsidentity

B••• O•• C••••• P•••••• F••• A••••••• L••

Capital provider to sponsors · shared crd

Private Creditidentity

B••• O•• C••••• P•••••• F••• A••••••• L••

P•••••• credit manager · shared crd

Private Equity

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=0.71 institutional_share=0.25 related_bd=true related_bank=true bd_reps=1.0
Regulatory AUM: $46B••• Locked
Discretionary RAUM: $43B
P•••••• client RAUM: $0derived••• Locked
P•••••• client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 250

P•••••• funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••• O•• D••••••••• L•••••• 2••• M••••• F••• L•	Hedge Fund	$4.5B	Jun 17, 2026	153	Jun 18, 2021	reported	021-392781
B••• O•• A•••• S•••••• O••••••••• F••• I• L•	Hedge Fund	$3.2B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••• O•• C•••••• G• H••••••• L••	Member	E	yes	11/2021	Mar 31, 2022	Nov 14, 2024
B••• O•• C•••••• G• L••	GENERAL PARTNER	F	yes	05/2021	Jun 18, 2021	Nov 14, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••• O•• S•••••••• E••••• A••••••• L••	n/a	ASSET_M••••••	$614M	N	yes	n/a
B••• O•• C••••• A••••••• L••	n/a	n/a	n/a	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Greenwich	Ct	United States	20	yes
MENLO PARK	CA	United States	10	no
Greenwich	Ct	United States	5	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	P•••••• funds	Fund GAV
2025

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	$46B	$34B	37.1%	$17B	39.4%	250	240	8	6

Relationships

showing 80 of 115

Affiliated with (2)

← B••• O•• G••• A••••••• L••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ B••• O•• S•••••••• E••••• A••••••• L••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Advises (78)

→ B••• O•• H••••••••• O••••••••• E• I• L•Private fundP•••••• Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV

Dated events

Occurred
Jun 17, 2026
P•••••• fund f•••• reported
••• Locked
Form ADVobserved today
$889M
Occurred
Jun 17, 2026
P•••••• fund f•••• reported
••• Locked
Form ADVobserved today
$400M
Occurred
Jun 17, 2026
P•••••• fund f•••• reported
••• Locked
Form ADVobserved today
$150M
Occurred
Jun 17, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0977a9a5-f895-ba3e-53a9-d27016ea18c2
First observed: Jun 17, 2018
Last observed: Jun 17, 2026 3 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.