DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

B••• H•••••••• I•••

CRD 155018

DALLAS, TX

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Search this name across graphsid dfx:ria:312e0dcc-bc8c-d1e8-99b3-762e84fce972

Data as of Apr 13, 2012 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 29, 2012 to Apr 13, 2012
4 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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $83.1M••• Locked
Discretionary RAUM: $83.1M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 4
Private funds

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••• C•••••• I•••••••• L•	Hedge Fund	$76.0M	Apr 13, 2012	40	Feb 29, 2012	reported	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••• R•••• M••••••	VICE PRESIDENT	C	yes	10/2004	Feb 29, 2012	Apr 13, 2012
C••••••••• W••••••• D••••••	President	D	yes	05/1993	Feb 29, 2012	Apr 13, 2012

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Feb 29, 2012	$83.1M	$83.1M	n/a	n/a	n/a	1	$76.0M

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$83.1M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Advises (1)

→ B••• C•••••• I•••••••• L•Private fundHedge Fund, IA
Feb 29, 2012 to presentfactForm ADV

Controls (3)

← C••••••••• W••••••• D••••••OwnerPRESIDENT, ownership code D, individual
Feb 29, 2012 to presentfactForm ADV
← M••••• B•••• A•••OwnerVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 29, 2012 to presentfactForm ADV
← B•••• R•••• M••••••OwnerVICE PRESIDENT, ownership code C, individual

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:312e0dcc-bc8c-d1e8-99b3-762e84fce972
First observed: Feb 29, 2012
Last observed: Apr 13, 2012 175 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.