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CRD 299060
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| NICHOLAS ANDREAS RANSOME HOFER | Certified Financial Planner | BOSTON, MA | 7 | 25 | n/a | no |
| WARREN JOHN GIBBON | Chartered Financial Analyst | BOSTON, MA | 6 | 14 | n/a | no |
| THOMAS Michael CALLAHAN | Certified Financial Planner | BOSTON, MA | 4 | 11 | 1 | no |
| ERIC DANIEL CURRY | n/a | BOSTON, MA | 1 | 14 | 1 | no |
| Robert Mahoney | n/a | BOSTON, MA | 1 | 11 | n/a | no |
| John M. Ahrens | n/a | BOSTON, MA | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BFA PRIVATE OPPORTUNITIES FUND I, LP | Private Equity Fund | $3.5M | Mar 13, 2024 | 34 | Jun 28, 2023 | reported | 021-415322 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GIBBON, WARREN, JOHN | CIO AND MEMBER | B | yes | 04/2020 | Jun 28, 2023 | Mar 13, 2024 |
| HOFER, NICHOLAS, ANDREAS RANSOME | PRESIDENT AND MEMBER | D | yes | 09/2018 | Jun 28, 2023 | Mar 13, 2024 |
| LEFFLER, JOSHUA, ADAM | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, AND MEMBER | B | yes | 06/2020 | Jun 28, 2023 | Mar 13, 2024 |
| TUTTLE, LAURA, MCCREARY | HEAD OF FAMILY OFFICES AND MEMBER | A | yes | 06/2021 | Jun 28, 2023 | Mar 13, 2024 |
| SCHWARTZ, GEORGE, GAMPFER | ADVISOR AND MEMBER | B | no | 03/2019 | Jul 20, 2023 | Mar 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BFA PRIVATE OPPORTUNITIES FUND I GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $330M | $264M | 10 | 6 | 0 | 1 | n/a |
| 2024 | Apr 24, 2025 | $285M | $254M | 11 | 6 | 0 | 1 | n/a |
| 2023 | Mar 13, 2024 | $169M | $144M | 8 | 4 | 0 | 1 | $3.5M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $330M | $285M | 15.7% | n/a | n/a | 10 | 11 | 0 | 0 |