DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B•••• L•

CRD 305638

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:17fed173-0809-2d2f-fe5c-960e4b2e5e28

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 1
Observed: Jun 30, 2021 to Mar 30, 2026
8 observations

Across DFX

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

Venture Capitalidentity

B•••• L•

Venture 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=false bd_reps=0.0
Regulatory AUM: $1.2B••• Locked
Discretionary RAUM: $1.2B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••• E•••• C•••••• P•••••••• L•	Hedge Fund	$172M	Jul 26, 2024	55	Jul 17, 2020	reported	021-356871

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••• G•• L••	GENERAL PARTNER	Na	yes	03/2019	Jun 30, 2021	Jul 26, 2024
G•••••••• R•••••• L•••••••	CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	04/2019	Jun 30, 2021	Jul 26, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026

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	$1.2B	$802M	53.7%	$429M	42.2%	11	10	0	0

Relationships

Advises (1)

→ B••• E•••• C•••••• P•••••••• L•Private fundHedge Fund, IA
Jul 17, 2020 to presentfactForm ADV

Controls (3)

← G•••••••• R•••••• L•••••••OwnerCHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 30, 2021 to Jul 26, 2024factForm ADV
← W•••• B••••••• M••••••OwnerSOLE MEMBER, ownership code E, individual
Jun 30, 2021 to Jul 26, 2024factForm ADV
← B••• G•• L••Owner

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$431M
Occurred
Mar 28, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$286M
Occurred
Jun 30, 2021
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:17fed173-0809-2d2f-fe5c-960e4b2e5e28
First observed: Jun 30, 2021
Last observed: Mar 30, 2026 5 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.