DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

B•• P•••••••• L••

CRD 109688

NEW YORK, NY

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Search this name across graphsid dfx:ria:0d3b31c1-43bb-6ee1-937f-fde32ec4b5dd

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 152
Dated events: 18
On other graphs: 3
Observed: Nov 14, 2011 to Jul 30, 2026
37 observations

Across DFX

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

Private Equityidentity

B•• P•••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

B•• P•••••••• L••

Capital provider to sponsors · shared crd

Real Estate Fundsidentity

B•• P•••••••• 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: independent wealth managerderivedprivate_client_share=0.76 fund_share=0.24 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $36B••• Locked
Discretionary RAUM: $34B
Private client RAUM: $28Bderived••• Locked
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 56
RAUM per advisor: $652Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D••••• H••• D•••••••••	n/a	NEW YORK, NY \| CHICAGO, IL	8	17	n/a	no
S•••• E•••••••• N•••••	n/a	NEW YORK, NY \| CHICAGO, IL	7	27

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•• A••••••• R••••• •••• L•	Hedge Fund	$1.2B	Jul 30, 2026	314	Mar 30, 2012	reported	021-63442
B•• E••••• L••••••••• •••• L•	Hedge Fund	$1.0B	Jul 30, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•• P••••••• H••••••• G•• L••	MANAGING MEMBER	Na	yes	05/2016	Jul 30, 2026	Jul 30, 2026
B•• P••••••• H•••••••• L•	Member	E	yes	05/2016	Jul 30, 2026	Jul 30, 2026

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	3	no
SAN FRANCISCO	CA	United States	2	no
Austin	TX	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

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

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
6	5	1	8.9%	2	1	0	8	13

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	$36B	$31B	17.1%	$24B	14.9%	175	170	5	5

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
R••••••• P••••••• G••••	2	Apr 17, 2019	May 22, 2019	NEW YORK, NY	Team lift out	RIA to new firm	50.0%

Relationships

showing 80 of 152

Registered with (42)

← Katherine Christine EvangelineAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← Nishant VyasAdvisorregistration: current employment
Aug 24, 2026 to presentfactForm ADV
← Jake Andrew LiliensteinAdvisorregistration: current employment
Jul 8, 2026 to presentfactForm ADV
← Alexander J. Yun

Dated events

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

Occurred
Jul 8, 2026
Advisor changed firm
Dylan Thomas Stroud left B•• P•••••••• L•• for Curi Capital, Llc (registered 2026-08-11)
Form ADVobserved 7 days ago
Occurred
May 27, 2026
Advisor changed firm
William Jesse Carter left B•• P•••••••• L•• for Iconiq Capital, Llc (registered 2026-07-30)
Form ADVobserved 7 days ago
Occurred
May 26, 2026
Advisor changed firm
Matthew Herman left B•• P•••••••• L•• for Moneta Group Investment Advisors, Llc (registered 2026-06-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d3b31c1-43bb-6ee1-937f-fde32ec4b5dd
First observed: Nov 14, 2011
Last observed: Jul 30, 2026 54 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.