DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

B••••• I••••••••• G••••

B••••• M••••••••• F••• M•••••• L••, CRD 159127

SANDY, UT

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Search this name across graphsid dfx:ria:3162119e-1023-b57a-95ff-6701b4ae1406

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 189
Dated events: 40
On other graphs: 4
Observed: Jan 23, 2012 to Jul 1, 2026
53 observations

Across DFX

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

Private Equityidentity

B••••• I••••••••• G••••

Private equity manager · shared crd

Private Creditidentity

B••••• I••••••••• G••••

Private credit manager · shared crd

Real Estate Fundsidentity

B••••• I••••••••• G••••

Real estate fund manager · shared crd

Allocatorsidentity

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=0.98 institutional_share=0.0 related_bd=true related_bank=true bd_reps=9.0
Regulatory AUM: $49B••• Locked
Discretionary RAUM: $49B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 610

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••• O••••••••• Z••• F••• I• L•	Real Estate Fund	$3.3B	Jul 1, 2026	1,597	Mar 31, 2022	reported	021-392314
B••••• W•••••••• A•• A••••••••• H•••••• F••• I• L•	Real Estate Fund	$2.9B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• D•••• A••••••	MEMBER, M••••••	F	yes	11/2011	Jan 23, 2012	Mar 28, 2024
A•••••• D•••• A••••••	BOARD OF DIRECTORS, VICE CHAIRMAN	A	yes	09/2011	Jan 23, 2012	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••• N•• L•••• F••• M•••••• L••	n/a	ASSET_M••••••	$843M	N	yes	n/a
B••••• A••••• M•• F••• G• L••	n/a	n/a	n/a	N	yes	n/a
B••••• A••••• M•• F••• M•••••• L••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	57	no
Atlanta	Ga	United States	42	no
Charlotte	Nc	United States	29	no
Stamford	Ct	United States	22	no
Orlando	FL	United States

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$49B	$49B	0.6%	$43B	4.4%	610	2,130	11	11

Relationships

showing 80 of 189

Advises (79)

→ B•• H•• I•• L•Private fundReal Estate Fund, IA
Jul 1, 2026 to presentfactForm ADV
→ B••••• W•••••••• A•• A••••••••• H•••••• F••• I• L•Private fundReal Estate Fund, IA
Mar 29, 2021 to presentfactForm ADV
→ B••••• M••••••••• • C••••••••• O••••• F••• I•••• L•Private fundReal Estate Fund, IA
Mar 30, 2015 to presentfactForm ADV
→ B••••• O••••••••• Z••• F••• V•• L•

Dated events

Occurred
Jul 1, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$25.9M
Occurred
Jul 1, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$392M
Occurred
Jul 1, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$6.5M
Occurred
Jul 1, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3162119e-1023-b57a-95ff-6701b4ae1406
First observed: Jan 23, 2012
Last observed: Jul 1, 2026 2 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.