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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B•••• R•••• I••••••••• M••••••••• L••

CRD 285755

LONDON

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Search this name across graphsid dfx:ria:35627975-b94b-4363-1bf3-6dc576515837

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 1
Observed: Jun 21, 2022 to Jun 29, 2026
9 observations

Across DFX

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

Venture Capitalidentity

B•••• R•••• I••••••••• M••••••••• L••

Venture manager · shared crd

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=0.93 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $2.6B••• Locked
Discretionary RAUM: $2.6B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 29

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••• R•••• E••••••• M••••• F••• L•	Hedge Fund	$771M	Jun 26, 2024	48	May 6, 2020	reported	n/a
B•••• R•••• M••••• F••• L•	Hedge Fund	$749M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• W••••••• J••••	OWNER, PARTNER, CHIEF INVESTMENT OFFICER	D	yes	02/2016	Jun 21, 2022	Jun 26, 2024
M••••• S•••••• R•••••	CHIEF COMPLIANCE OFFICER	Na	yes	11/2020	Jun 21, 2022	Jun 26, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jun 26, 2024

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$2.6B	$1.1B	126.8%	n/a	n/a	29	18	1	1

Relationships

Advises (3)

→ B•••• R•••• M••••• F••• L•Private fundHedge Fund, IA
Nov 18, 2016 to presentfactForm ADV
→ B•••• R•••• E••••••• M••••• F••• L•Private fundHedge Fund, IA
May 6, 2020 to presentfactForm ADV
→ B•••• R•••• F••••••• O••••••••• M••••• F••• L•Private fundHedge Fund, IA
Jun 26, 2024 to presentfactForm ADV

Owns (3)

Dated events

Occurred
Jun 20, 2025
Regulatory AUM changed
B•••• R•••• I••••••••• M••••••••• L•• reported RAUM $3.0B, up 60% from $1.8B (2024-06-26 to 2025-06-20)
Form ADVobserved 7 days ago
$1.1B
Occurred
Jun 26, 2024
Regulatory AUM changed
B•••• R•••• I••••••••• M••••••••• L•• reported RAUM $1.8B, up 64% from $1.1B (2023-10-05 to 2024-06-26)
Form ADVobserved 7 days ago
$720M
Occurred
May 19, 2023
Regulatory AUM changed
B•••• R•••• I••••••••• M••••••••• L•• reported RAUM $1.1B, up 49% from $759.1M (2022-06-24 to 2023-05-19)
Form ADVobserved 7 days ago
$370M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35627975-b94b-4363-1bf3-6dc576515837
First observed: Jun 21, 2022
Last observed: Jun 29, 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.