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

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

J•••• B•••••• B••••• • C••

J•••• B•••••• B••••• • COMPANY, CRD 109982

DENVER, CO

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Search this name across graphsid dfx:ria:3339709b-3328-5331-750d-069be77e3978

Data as of Mar 3, 2016 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 1
Observed: Mar 23, 2012 to Mar 3, 2016
6 observations

Across DFX

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

Real Estate Fundsidentity

J•••• B•••••• B••••• • C••

Real estate fund 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: $315MItem 5.F on the latest filing (2016-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $309M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

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

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J•• R••••• F••• 2•••	Real Estate Fund	$2.1M	Mar 20, 2014	18	Mar 23, 2012	dropped	n/a

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••••••• I••• D••••••	Ceo	C	yes	04/1994	Mar 23, 2012	Mar 3, 2016
B•••••• M••••••• L•••	CHIEF INVESTMENT OFFICER	C	yes	08/1994	Mar 23, 2012

Affiliates (Item 7.A)

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

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

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	Private 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
2015	$315M	$337M	-6.4%	$280M	4.1%	9	10	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
F•••• P••••••• W•••••• L••	3	Jan 24, 2017	Jan 1, 2026	DENVER, CO	Firm absorbed	Other	100.0%

Relationships

Controls (3)

← J••••• C••••• S••••••OwnerPRESIDENT, ownership code C, individual
Mar 23, 2012 to presentfactForm ADV
← B••••••• I••• D••••••OwnerCEO, ownership code C, individual
Mar 23, 2012 to presentfactForm ADV
← B•••••• M••••••• L•••OwnerCHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 23, 2012 to presentfactForm ADV

Owns (1)

← H••••••• L••••• J•OwnerCCO, ownership code NA, individual

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3339709b-3328-5331-750d-069be77e3978
First observed: Mar 23, 2012
Last observed: Mar 3, 2016 128 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.