DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

B••••••••• C•••••• L•

CRD 282703

NEW YORK, NY

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Search this name across graphsid dfx:ria:241dfc54-af82-dec7-21ff-dc4844de849b

Data as of Mar 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 1
Observed: Mar 17, 2017 to Mar 30, 2020
6 observations

Across DFX

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

Venture Capitalidentity

B••••••••• C•••••• L•

Venture manager · 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: $319M••• Locked
Discretionary RAUM: $319M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••••••• O••••••• E••••••• L••	Hedge Fund	$111M	Mar 21, 2019	5	Mar 17, 2017	reported	n/a
B••••••••• P••••••• E••••••• L•	Hedge Fund	$56.4M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• C•••••• G• L••	GENERAL PARTNER	Na	yes	01/2014	Mar 17, 2017	Mar 30, 2020
O••••• B••••• W•••	MANAGING MEMBER	C	yes	01/2014	Mar 17, 2017	Mar 30, 2020

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••••••• G• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 30, 2020

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$319M	$718M	-55.6%	n/a	n/a	4	4	0	0

Relationships

Advises (3)

→ B••••••••• P••••••• L•Private fundHedge Fund, IA
Jan 29, 2016 to presentfactForm ADV
→ B••••••••• P••••••• E••••••• L•Private fundHedge Fund, IA
Mar 10, 2017 to presentfactForm ADV
→ B••••••••• O••••••• E••••••• L••Private fundHedge Fund, IA
Mar 17, 2017 to presentfactForm ADV

Controls (4)

Dated events

Occurred
Mar 30, 2020
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$-399M
Occurred
Mar 21, 2019
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$252M
Occurred
Jan 25, 2018
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$144M
Occurred
Jan 25, 2018
Ria registration change

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:241dfc54-af82-dec7-21ff-dc4844de849b
First observed: Mar 17, 2017
Last observed: Mar 30, 2020 78 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.