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B••••• C•••••• 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••••• C•••••• M••••••••• L••

CRD 151672

NEW YORK, NY

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Search this name across graphsid dfx:ria:5781c031-7de7-6399-119c-672ca407b9ad

Data as of Jun 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 3
Observed: Mar 2, 2012 to Jun 18, 2026
37 observations

Across DFX

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

Private Equityidentity

B••••• C•••••• M••••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

B••••• C•••••• M••••••••• L••

Capital provider to sponsors · shared crd

Private Creditidentity

B••••• C•••••• M••••••••• L••

Private credit 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=false bd_reps=0.0
Regulatory AUM: $2.6BItem 5.F on the latest filing (2026-06-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $481,241derivedItem 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
B••••• D••••• L•••••• • S•••• D••••••• F•••• L•	Hedge Fund	$1.1B	Aug 1, 2024	432	Mar 2, 2012	reported	021-127122
B••••• D••••• L•••••• • S•••• D••••••• F•••• L•••	Hedge Fund	$231M

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••••• H•••••••• L••	Member	E	yes	12/2011	Mar 2, 2012	Aug 1, 2024
C•••••••• M•••• J•••••••	President	Na	yes	09/2006	Mar 2, 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
B••••• S•••• D••••••• P•••••••• L••	n/a	n/a	n/a	N	yes	n/a
E••• S••••••••• L••	n/a	n/a	n/a	N	yes	n/a
I•• B••••• P•••••••• L••

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; showing 14 of 15

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
2025	$2.6B	$2.3B	11.0%	$2.1B	6.1%	37	39	0	0

Relationships

Advises (7)

→ S• C••••• F••• L• • S••••• C••••Private fundHedge Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ B••••• D••••• L•••••• • S•••• D••••••• F•••• L•••Private fundHedge Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ B••••• D••••• L•••••• • I••••••••• D••••••• F••• ••••••••• L•••Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ B••••• D••••• L•••••• • S•••• D••••••• F•••• L•

Dated events

Occurred
Mar 29, 2024
Control person joined
A. Mark Egert (Chief Compliance Officer) appeared on Schedule A of B••••• C•••••• M••••••••• L••
Form ADVobserved 7 days ago
Occurred
Jun 14, 2021
Control person left
Vikram Sodhi (Chief Financial Officer) no longer on Schedule A of B••••• C•••••• M••••••••• L•• (listed 2021-04-30, absent 2021-06-14)
Form ADVobserved 7 days ago
Occurred
Jun 14, 2021
Control person joined
Vangelis Christodoulou (Interim Chief Financial Officer) appeared on Schedule A of B••••• C•••••• M••••••••• L••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5781c031-7de7-6399-119c-672ca407b9ad
First observed: Mar 2, 2012
Last observed: Jun 18, 2026 3 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.

2025	Mar 30, 2026	$2.6B	$1.9B	37	21	0	7	n/a
2024	Apr 1, 2025	$2.3B	$1.7B	39	24	0	5	n/a
2023	Mar 29, 2024	$2.1B	$1.8B	31	15	0	5	$1.6B
2022	Mar 31, 2023	$2.1B	$1.9B	34	14	0	4	$1.6B
2021	Mar 31, 2022	$2.0B	$1.7B	35	15	0	4	$1.5B
2020	Mar 31, 2021	$2.0B	$1.7B	39	14	0	4	$1.5B
2019	Mar 30, 2020	$1.7B	$1.3B	39	21	0	4	$1.2B
2018	Mar 29, 2019	$1.5B	$1.0B	41	22	0	4	$1.2B
2017	Mar 30, 2018	$1.5B	$1.0B	33	19	1	3	$1.2B
2016	Mar 31, 2017	$423M	$423M	27	16	n/a	1	$358M
2015	Mar 30, 2016	$204M	$187M	20	12	n/a	1	$187M
2014	Apr 1, 2015	$147M	$139M	13	9	n/a	1	$139M
2013	Mar 31, 2014	$69.9M	$67.9M	12	7	n/a	2	$67.9M
2012	Mar 28, 2013	$97.7M	$97.7M	16	9	n/a	3	$97.7M