DFX Intelligence

B••••••••• I•••••• F••• 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••••••••• I•••••• F••• M••••••••• L••••••

CRD 292144

DUBLIN 2

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Search this name across graphsid dfx:ria:4c37c973-788c-d5b1-3a4b-1e7d43854a12

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 111
Dated events: 25
On other graphs: 2
Observed: Nov 17, 2022 to Jul 30, 2026
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Private Equityidentity

B••••••••• I•••••• F••• M••••••••• L••••••

Private equity manager · key cik, key crd, key sfn adviser, shared crd

Private Creditidentity

B••••••••• I•••••• F••• M••••••••• L••••••

Private credit manager · key cik, key crd, key sfn adviser, shared crd

Private Equityowner

B••••••••• I•••••• L••••••

owned by this firm per Schedule A, named with its CRD in Item 7.A · confidence 90% · family precision 100%

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=true related_bank=true bd_reps=72.0
Regulatory AUM: $2.5B••• Locked
Discretionary RAUM: $2.5B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 711

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••••••• E••••••• S••••• L••• U•• F••••• F••• ••••••••	Private Equity Fund	$2.2B	Jul 30, 2026	0	Nov 17, 2022	reported	021-222038
B••••••••• E••••••• S••••• L••• F•••	Private Equity Fund	$2.2B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• M•••••• J••••	GENERAL COUNSEL	Na	yes	02/2010	Nov 17, 2022	Oct 23, 2024
B••••••••• H••••••• I• G• L•••	L•••••• PARTNER	E	yes	07/2019	Nov 17, 2022	Oct 23, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••••••• I•••• A••••••• L•••••	n/a	Institutional manager	$184B	N	yes	n/a
B••••••••• M••••••••• P••••••• L•••••	n/a	Asset manager	$146B	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	190	no
London	n/a	United Kingdom	31	no
SAN FRANCISCO	CA	United States	26	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$2.5B	$2.3B	11.3%	$2.7B	-2.2%	711	564	5	4

Relationships

showing 80 of 111

Affiliated with (77)

← B••••••••• R••• E••••• A••••••• E••••• L•••Registered adviserother investment adviser, bank, common control
factForm ADV
← B••••••••• R••• E••••• A••••••• V• L•••Registered adviserother investment adviser, bank, common control
factForm ADV
← B••••••••• R••• E••••• A••••••• L•••Registered adviserother investment adviser, bank, common control
factForm ADV
← B••••••••• R••• E••••• S•••••• S••••••••• A••••••• L•••••

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 30, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
Jul 30, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
Jul 30, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c37c973-788c-d5b1-3a4b-1e7d43854a12
First observed: Nov 17, 2022
Last observed: Jul 30, 2026 55 days 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.