DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

B•••••• M••••••••• L••

CRD 160738

NEW YORK, NY

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Search this name across graphsid dfx:ria:542111c4-71e3-6c26-01ad-254551d77e6b

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 6
On other graphs: 1
Observed: Feb 15, 2012 to Sep 17, 2026
30 observations

Across DFX

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

Private Equityidentity

B•••••• M••••••••• L••

Private equity manager · key cik, key sfn adviser, 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=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $485M••• Locked
Discretionary RAUM: $485M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S••••••••• O•••••••• L••	Hedge Fund	$1.6B	Sep 6, 2013	129	Feb 15, 2012	dropped	021-106706
S••••••••• P•••••••• L•••	Hedge Fund	$850M	Nov 29, 2021

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• M••••••••• ••• L••	GENERAL PARTNER	F	yes	12/2015	Mar 30, 2016	Mar 28, 2024
B•••••• M••••••••• I• L•	M••••• O• B•••••• M••••••••• L••	E	yes	12/2015	Mar 30, 2016	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

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

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	$485M	$553M	-12.3%	$825M	-16.2%	8	9	0	0

Relationships

Advises (11)

→ S••••••••• M••••• F•••• L•••Private fundHedge Fund, IA
Nov 29, 2021 to presentfactForm ADV
→ A•••• H•••••••• L••Private fundHedge Fund, IA
Oct 8, 2018 to presentfactForm ADV
→ B•••••• H••••••••• L•••Private fundHedge Fund, IA
Nov 28, 2014 to presentfactForm ADV
→ B•••••• H••••••••• S•• I• L•Private fund

Dated events

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

Occurred
Sep 17, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Sep 17, 2026
Private fund no longer reported
••• Locked
Form ADVobserved today
$13.9M
Occurred
Mar 31, 2023
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$-603M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:542111c4-71e3-6c26-01ad-254551d77e6b
First observed: Feb 15, 2012
Last observed: Sep 17, 2026 6 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.