DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

B••••• H••• C•••••• L••

BREED'S H••• CAPITAL LLC, CRD 169314

BOSTON, MA

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Search this name across graphs

Data as of Sep 4, 2025 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 11
On other graphs: 1
Observed: Jul 11, 2014 to Sep 4, 2025
21 observations

Across DFX

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

Private Equityidentity

B••••• H••• C•••••• L••

Private equity manager · key_cik, key_crd, key_sfn_adviser, 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: $2.2B••• Locked
Discretionary RAUM: $674M
Private client RAUM: $2.1Bderived••• Locked
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•• F••••••• L••	Private Equity Fund	$13.0M	May 8, 2018	7	Aug 3, 2015	dropped	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E••••••• J•••• J••••	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	D	yes	09/2013	Jul 11, 2014	Dec 20, 2024
Z••••• J•••••• A•	Trustee	Na	yes	11/2024	Dec 20, 2024	Dec 20, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	0	0	0	3

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$2.2B	$2.0B	13.6%	$1.9B	5.1%	6	6	0	0

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C••••••	3	Oct 2, 2025	Sep 30, 2025	BOSTON, MA	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (3)

← J••• J•••• E••••••Advisorregistration: previous registration
Oct 26, 2017 to Oct 2, 2025factForm ADV
← S•••• D••••••• H••••••••Advisorregistration: previous registration
Sep 23, 2015 to Oct 2, 2025factForm ADV
← R••••• A• B••••••Advisorregistration: previous registration
Nov 2, 2022 to Oct 2, 2025factForm ADV

Moved with (1)

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Occurred
2 Oct 2025
Advisor changed firm3 events
B••••• H••• C•••••• L••: advisor changed firm, 3 counterparties, on 2 Oct 2025
- ••• Locked
- ••• Locked
- ••• Locked
Occurred
2 Oct 2025
Firm absorbed
••• Locked
Form ADV
3 advisors
Occurred
20 Dec 2024
Control person joined
••• Locked
Form ADV
Occurred
16 Feb 2022
Regulatory AUM changed
••• Locked
Form ADV
$414M
Occurred
30 Mar 2020
Regulatory AUM changed
••• Locked
Form ADV
$632M

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 11, 2014
Last observed: Sep 4, 2025 12 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.