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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

B••••••••• L••

CRD 322260

NEW YORK, NY

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Search this name across graphsid dfx:ria:12c61ed0-3191-62db-936f-039c41fb6396

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 7
On other graphs: 3
Observed: Jun 16, 2022 to Apr 29, 2026
12 observations

Across DFX

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

Private Equityidentity

B••••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

B••••••••• L••

Capital provider to sponsors · shared crd

Private Creditidentity

B••••••••• L••

Private credit 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=true bd_reps=0.0
Regulatory AUM: $24BItem 5.F on the latest filing (2026-04-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $199M
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• V• •• L•	Private Equity Fund	$743M	Oct 4, 2024	12	Jun 16, 2022	reported	021-299664
B• V• •• L•	Private Equity Fund	$742M

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••••••••• A••••••• E••••• L••••••	Shareholder	E	yes	03/2019	Jun 16, 2022	Oct 4, 2024
B••••••••• A••••••• G•••• L••••••	Shareholder	E	yes	06/2000	Jun 16, 2022

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
E••••• C•••••• P••••••• M••••••••• L•	n/a	Asset manager	$33B	N	yes	n/a
B• 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; showing 4 of 6

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
2025	$24B	$16B	52.5%	$1.1B	183.7%	21	18	1	0

Relationships

Affiliated with (2)

← ECPRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ ECPRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Advises (14)

→ B••••••••• C••••• A• F••• S•••Private fundPrivate Equity Fund, IA
Jun 16, 2022 to presentfactForm ADV
→ W•••••• S••••• V•• C••••••••• N••• L•

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
B••••••••• L•• reported RAUM $24.0B, up 52% from $15.9B (2026-02-04 to 2026-03-30)
Form ADVobserved 7 days ago
$8.2B
Occurred
Apr 29, 2025
Regulatory AUM changed
B••••••••• L•• reported RAUM $15.9B, up 1171% from $1.2B (2024-10-04 to 2025-04-29)
Form ADVobserved 7 days ago
$14.6B
Occurred
Mar 27, 2024
Regulatory AUM changed
B••••••••• L•• reported RAUM $1.2B, down 89% from $10.9B (2023-04-28 to 2024-03-27)
Form ADVobserved 7 days ago
$-9.7B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12c61ed0-3191-62db-936f-039c41fb6396
First observed: Jun 16, 2022
Last observed: Apr 29, 2026 4 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.