DFX Intelligence

A••••• 5••• L•: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundOther private fund3(c)(1)

A••••• 5••• L•

advised by B•••••• M••••••••• L••

Delaware, United States

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Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2024 to Aug 27, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: B•••••• M••••••••• L••CRD 300627
Fund type: OIL AND GAS FUND
Latest reported GAV: $29.3M••• Locked
Peak reported GAV: $189M
Beneficial owners: 32
Minimum investment: $100,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Aug 27, 2026	$29.3M	32	$100,000

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
P•• B•••	P•• B•••	Pittsburgh	Pennsylvania	United States	no	n/a

Relationships

Advises (1)

← B•••••• M••••••••• L••Registered adviserOther Private Fund, IA
Mar 28, 2024 to presentfactForm ADV

Dated events

Order

Occurred
27 Aug 2026
Private fund gav change
••• Locked
Form ADV
$-159M

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 28, 2024
Last observed: Aug 27, 2026 27 days ago
Source families: Federal regulator filings
1 registered feed 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.