DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B••••••• W••• L•

CRD 304702

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:0ac0162c-045f-229c-9eed-6b23b70555f8

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 18
On other graphs: 0
Observed: Jul 5, 2019 to Sep 18, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: $2.2B••• Locked
Discretionary RAUM: $2.2B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••••• W••• M••••• F•••• L•	Hedge Fund	$1.8B	Sep 18, 2026	54	Jul 5, 2019	reported	021-349453
P••••• F••• L••	Hedge Fund	$299M	Sep 18, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• W••• U•• H•••••••• L••	Member	F	yes	06/2019	Jul 5, 2019	Aug 23, 2024
B••••••• W••• U•• M••••• L••	GENERAL PARTNER	Na	yes	02/2019	Jul 5, 2019	Aug 23, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Larkspur	CA	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026

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	$2.2B	$1.6B	41.4%	$1.0B	30.7%	8	8	2	2

Relationships

Advises (5)

→ B••••••• W••• S•• 3• L•Private fundHedge Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ B••••••• W••• C••••• S•• 1• L•Private fundHedge Fund, IA
Nov 22, 2019 to presentfactForm ADV
→ B••••••• W••• M••••• F•••• L•Private fundHedge Fund, IA
Jul 5, 2019 to presentfactForm ADV
→ B••••••• W••• C••••• S•• 2• L•Private fund

Dated events

Occurred
Sep 18, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$669M
Occurred
Sep 18, 2026
Ria office opened
••• Locked
Form ADVobserved today
Occurred
Sep 18, 2026
Ria office closed
••• Locked
Form ADVobserved today
Occurred
Sep 18, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ac0162c-045f-229c-9eed-6b23b70555f8
First observed: Jul 5, 2019
Last observed: Sep 18, 2026 5 days 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.