DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B• C••••• M••••••••• L••

CRD 317505

DALLAS, TX

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Search this name across graphsid dfx:ria:0c0a88fc-9aae-156e-2e4d-fc3b46a2b539

Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 1
Observed: Dec 17, 2021 to Aug 19, 2026
10 observations

Across DFX

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

Private Equityidentity

B• C••••• M••••••••• L••

Private equity 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=4.0
Regulatory AUM: $1.4B••• Locked
Discretionary RAUM: $1.4B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 55

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••• H••••• C•• 2• L••	Securitized Asset Fund	$506M	Aug 19, 2026	1	Mar 28, 2024	reported	n/a
B••••• H••••• C•• 1• L••	Securitized Asset Fund	$456M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• H•••••• M•••••	CCO, DIRECTOR	Na	yes	04/2021	Dec 17, 2021	Mar 28, 2024
B••••• H••••• G••••• I••••••••	Owner	E	yes	08/2021	Dec 17, 2021	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••• H•••••• M•••••••• • S••••••• L••	n/a	Other adviser	$59B	Y	yes	n/a
B• C••••• H•••••• G• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 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	$1.4B	$1.2B	12.8%	$156M	106.2%	55	60	0	0

Relationships

Affiliated with (2)

→ B••••• H••••• G••••• I••••••••Registered adviserother investment adviser, control, common control
factForm ADV
← B••••• H••••• G••••• I••••••••Registered adviserother investment adviser, control, common control
factForm ADV

Advises (4)

→ B••••• H••••• C•• 3• L••Private fundSecuritized Asset Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ B••••• H••••• C•• 1• L••

Dated events

Occurred
Mar 27, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$363M
Occurred
Mar 28, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$694M
Occurred
Mar 31, 2023
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 17, 2021
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c0a88fc-9aae-156e-2e4d-fc3b46a2b539
First observed: Dec 17, 2021
Last observed: Aug 19, 2026 35 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.