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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

B••• C•••••• P•••••• E•••••• L•

CRD 145653

BOSTON, MA

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Search this name across graphsid dfx:ria:20a824c3-d0eb-06b5-acb6-19412c32031d

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 83
Dated events: 9
On other graphs: 2
Observed: Mar 30, 2012 to Mar 31, 2026
35 observations

Across DFX

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

Private Equityidentity

B••• C•••••• P•••••• E•••••• L•

P•••••• equity manager · shared crd

Independent Sponsorsidentity

B••• C•••••• P•••••• E•••••• L•

Capital provider to sponsors · 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=true related_bank=true bd_reps=31.0
Regulatory AUM: $96BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $96B
P•••••• client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
P•••••• client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

P•••••• funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 36

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••• C•••••• F••• X••• L•	P•••••• Equity Fund	$11B	Jul 31, 2024	439	Mar 30, 2018	reported	021-289391
B••• C•••••• F••• X•••• L•••	P•••••• Equity Fund	$11B

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••• C•••••• •••• L••	G•••••• PARTNER	F	yes	11/2015	Dec 18, 2015	Jul 31, 2024
B••• C•••••• H•••••••• L•	L•••••• PARTNER	E	yes	11/2015	Dec 18, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 58

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••• C•••••• C•••••• L•	n/a	ASSET_M••••••	$76B	N	yes	n/a
B••••••• A•••••••• L•	n/a	ASSET_M••••••	$16B	N	yes

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
London	n/a	United Kingdom	69	yes
Tokyo	n/a	Japan	52	yes
NEW YORK	NY	United States	32	yes
Mumbai	n/a	India	18	no
HONG KONG

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	P•••••• 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	$96B	$72B	34.7%	$69B	11.5%	919	873	15	15

Relationships

showing 80 of 83

Affiliated with (21)

← B••• C•••••• C•••••• L•Registered adviserother investment adviser, bank, common control
factForm ADV
← B••• C•••••• R••• E•••••• L•Registered adviserother investment adviser, bank, common control
factForm ADV
→ B••• C•••••• C•••••• L•Registered adviserother investment adviser, bank, common control
factForm ADV
→ B••• C•••••• P••••• E•••••• L•Registered adviser

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
B••• C•••••• P•••••• E•••••• L• reported RAUM $96.4B, up 35% from $71.6B (2025-03-31 to 2026-03-31)
Form ADVobserved 7 days ago
$24.8B
Occurred
Mar 31, 2023
Control person left
Nmn Joshua Bekenstein (Managing Director) no longer on Schedule A of B••• C•••••• P•••••• E•••••• L• (listed 2022-03-31, absent 2023-03-31)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Control person left
Gerard Stephen Pagliuca (Managing Director) no longer on Schedule A of B••• C•••••• P•••••• E•••••• L• (listed 2022-03-31, absent 2023-03-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20a824c3-d0eb-06b5-acb6-19412c32031d
First observed: Mar 30, 2012
Last observed: Mar 31, 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.

Owns (14)

← Z••• J••• J•••••••OwnerPARTNER, ownership code NA, individual
Mar 31, 2017 to Jul 31, 2024factForm ADV
← C•••••••• J••• P•••OwnerPARTNER & GROUP CHIEF FINANCIAL OFFICER, P•••••• M•••••S, ownership code NA, individual
Mar 30, 2012 to Jul 31, 2024factForm ADV
← W•••• M••••••• D• C•••••OwnerPARTNER, ownership code F, individual
Mar 30, 2012 to Jul 31, 2024factForm ADV
← C•••••• B••••• C•••••••••OwnerG•••••• COUNSEL, NORTH AMERICA P•••••• EQUITY, ownership code NA, individual
Mar 31, 2023 to Jul 31, 2024factForm ADV
← L•••••• N••••• J•••••••OwnerCHIEF HUMAN RESOURCES OFFICER, B••• C•••••• & CHIEF OPERATING OFFICER, GLOBAL P•••••• EQUITY, ownership code NA, individual
Mar 30, 2012 to Jul 31, 2024factForm ADV
← G••••••• B•••• D••• P•OwnerPARTNER & G•••••• COUNSEL, A••• P•••••• EQUITY, ownership code NA, individual
Mar 30, 2018 to Jul 31, 2024factForm ADV
← W••••••• S••••• F•••••••OwnerPARTNER, ownership code F, individual
Jul 29, 2016 to Jul 31, 2024factForm ADV
← M•••••••• R••••• N••OwnerPARTNER, ownership code NA, individual
Mar 29, 2019 to Jul 31, 2024factForm ADV
← G•••• S•••••• J•••• A•••••OwnerPARTNER, ownership code NA, individual
Mar 29, 2019 to Jul 31, 2024factForm ADV
← S•••••• M••••••• F••••OwnerPARTNER, ownership code NA, individual
Mar 29, 2019 to Jul 31, 2024factForm ADV
← G••••• C••••••••• G••••••OwnerPARTNER, ownership code F, individual
Mar 29, 2019 to Jul 31, 2024factForm ADV
← H•••••••• G••••••• F••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2023 to Jul 31, 2024factForm ADV
← P•••••• S••••••• R••••OwnerCHIEF FINANCIAL OFFICER, GLOBAL P•••••• EQUITY, ownership code NA, individual
Mar 31, 2022 to Jul 31, 2024factForm ADV
← R••••• W••••••• D••••OwnerG•••••• COUNSEL, E••••• P•••••• EQUITY, ownership code NA, individual
Mar 31, 2023 to Jul 31, 2024factForm ADV

2025	Mar 31, 2026	$96B	$96B	919	436	15	36	n/a
2024	Mar 31, 2025	$72B	$72B	873	419	15	30	n/a
2023	Mar 28, 2024	$79B	$79B	856	389	12	27	$79B
2022	Mar 31, 2023	$69B	$69B	793	381	12	27	$69B
2021	Mar 31, 2022	$66B	$66B	694	338	11	27	$66B
2020	Mar 31, 2021	$60B	$60B	648	320	11	25	$60B
2019	Mar 27, 2020	$47B	$47B	627	304	12	22	$47B
2018	Mar 29, 2019	$45B	$45B	556	244	10	22	$45B
2017	Mar 30, 2018	$40B	$40B	530	243	9	21	$40B
2016	Mar 31, 2017	$32B	$32B	507	231	n/a	18	$32B
2015	Mar 30, 2016	$38B	$38B	492	232	n/a	16	$38B
2014	Mar 31, 2015	$40B	$40B	517	179	n/a	26	$39B
2013	Mar 31, 2014	$41B	$41B	550	255	n/a	26	$40B
2012	Apr 1, 2013	$36B	$36B	550	265	n/a	26	$36B
2011	Mar 30, 2012	$32B	$32B	n/a	n/a	n/a	14	$32B