DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

B••• R••• I••••••••• A•••••••

B••• R••• I••••••••• A••••••• LLC, CRD 320891

DENVER, CO

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Search this name across graphsid dfx:ria:12a80156-6cc4-d180-1d05-5a913e0ffaf5

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 23, 2026 to Jun 23, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $12.4M••• Locked
Discretionary RAUM: $12.4M
Private client RAUM: $7.7Mderived••• Locked
Private client share: 62%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 4

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••••••• S•••	Chartered Financial Analyst	DENVER, CO	0	17	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••• R••• F••• O••• L•	Hedge Fund	$18.1M	Mar 18, 2024	18	Apr 26, 2022	reported	021-435112

Relationships

Registered with (2)

← M••••••• S•••Advisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← J••••• C••• F•••••Advisorregistration: previous registration
Mar 19, 2024 to Mar 7, 2025factForm ADV

Advises (1)

→ B••• R••• F••• O••• L•Private fundHedge Fund, ERA
Apr 26, 2022 to presentfactForm ADV

Dated events

Occurred
Mar 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12a80156-6cc4-d180-1d05-5a913e0ffaf5
First observed: Jun 23, 2026
Last observed: Jun 23, 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.