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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

B•••••••• R••••• V•••••••• L•••••

CRD 163834

BOSTON, MA

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Search this name across graphsid dfx:ria:12735983-a4a8-025f-4d8e-5d42b6cb5759

Data as of Apr 15, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 10
On other graphs: 2
Observed: Jun 28, 2016 to Apr 15, 2022
10 observations

Across DFX

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

Venture Capitalidentity

B•••••••• R••••• V•••••••• L•••••

Venture manager · shared crd

Real Estate Fundsidentity

B•••••••• R••••• V•••••••• 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $270MItem 5.F on the latest filing (2022-04-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $270M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••••••• R••••• V••••••• F•••• L•••••	Venture Capital Fund	$47.2M	Jun 28, 2016	6	Mar 30, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• G••••• L•••••	Member	E	yes	03/2010	Mar 30, 2018	Apr 15, 2022
B•••••••• G••••• L•••••	Member	E	yes	08/2014	Mar 30, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••••• P••••••• A•••••••• L••	n/a	Asset manager	$19B	N	yes	n/a
B•••••••• B••••• L••• I•••••••• I• G•• L•••••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$270M	$217M	24.8%	$164M	18.2%	10	11	0	0

Relationships

Affiliated with (1)

→ B•••••••• P••••••• A•••••••• L••Registered adviserother investment adviser, common control
factForm ADV

Controls (10)

← K••••• D••••••• S••••••OwnerSHAREHOLDER, ownership code D, individual
Jun 28, 2016 to presentfactForm ADV
← K••••• G•••••• D••••OwnerSHAREHOLDER, ownership code D, individual
Jun 28, 2016 to presentfactForm ADV
← N••••••• C••••••••• M•••OwnerMANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, CORPORATE, ownership code NA, individual

Dated events

Occurred
Mar 31, 2022
Control person left
Preston Alan King (Managing Director, Co-Head Of Operations) no longer on Schedule A of B•••••••• R••••• V•••••••• L••••• (listed 2021-03-31, absent 2022-03-31)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2022
Control person joined
Jonathan Frey (Managing Director, Chief Operating Officer) appeared on Schedule A of B•••••••• R••••• V•••••••• L•••••
Form ADVobserved 7 days ago
Occurred
Mar 31, 2022
Control person joined
Dave Doherty (Managing Director, Chief Financial Officer, Investment Management) appeared on Schedule A of B•••••••• R••••• V•••••••• L•••••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12735983-a4a8-025f-4d8e-5d42b6cb5759
First observed: Jun 28, 2016
Last observed: Apr 15, 2022 54 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.