DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B•••••••• C•••••• P••••••• L•

CRD 319137

NEW YORK, NY

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Search this name across graphsid dfx:ria:4538f891-1b99-2a42-398b-b685c3994853

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 17, 2022 to Mar 20, 2026
7 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $1.2B••• Locked
Discretionary RAUM: $1.2B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••••••• C•••••• M••••• F•••• L•	Hedge Fund	$506M	Mar 12, 2024	15	Mar 17, 2022	reported	021-450681

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• C•••••• P••••••• G•• L••	GENERAL PARTNER	Na	yes	06/2021	Mar 17, 2022	Mar 12, 2024
C•••••• J•••••••• L•••••••	MANAGING MEMBER	E	yes	06/2021	Mar 17, 2022	Mar 12, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026

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	$1.2B	$1.1B	13.7%	$477M	37.6%	11	9	0	0

Relationships

Advises (1)

→ B•••••••• C•••••• M••••• F•••• L•Private fundHedge Fund, IA
Mar 17, 2022 to presentfactForm ADV

Controls (5)

← C••••••• J••••• C••••••OwnerLIMITED PARTNER, ownership code B, individual
Mar 17, 2022 to Mar 12, 2024factForm ADV
← E••••••••• J•••••• J••••OwnerCOO, CFO, CCO, ownership code NA, individual
Mar 17, 2022 to Mar 12, 2024factForm ADV
← C•••••• J•••••••• L•••••••OwnerMANAGING MEMBER, ownership code E, individual

Dated events

Occurred
Mar 21, 2025
Regulatory AUM changed
B•••••••• C•••••• P••••••• L• reported RAUM $1.1B, up 116% from $506.3M (2024-03-12 to 2025-03-21)
Form ADVobserved 7 days ago
$587M
Occurred
Mar 28, 2023
Regulatory AUM changed
B•••••••• C•••••• P••••••• L• reported RAUM $477.3M, up 242% from $139.6M (2022-08-15 to 2023-03-28)
Form ADVobserved 7 days ago
$338M
Occurred
Mar 17, 2022
First Form ADV filing
B•••••••• C•••••• P••••••• L• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4538f891-1b99-2a42-398b-b685c3994853
First observed: Mar 17, 2022
Last observed: Mar 20, 2026 6 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.