DFX Intelligence

G•• C•• A••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

G•• C•• A••••••• I•••

CRD 160042

NASHVILLE, TN

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Search this name across graphsid dfx:ria:5b8467ff-d8a5-f6dc-04a6-572f20685348

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 1
On other graphs: 3
Observed: Feb 14, 2012 to Mar 25, 2026
20 observations

Across DFX

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

Private Equityidentity

G•• C•• A••••••• I•••

Private equity manager · cited, shared crd

Independent Sponsorsidentity

G•• C•• A••••••• I•••

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

G•• C•• A••••••• I•••

Manager with allocator commitments · cited, 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=false bd_reps=0.0
Regulatory AUM: $213M••• Locked
Discretionary RAUM: $213M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S•••••••• F••• V••• L•	Private Equity Fund	$391M	Jun 11, 2024	18	Mar 23, 2016	reported	021-253229
S•••••••• F••• V•• L•	Private Equity Fund	$35.0M	Jun 11, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••• B•••••• D•••••	PRESIDENT, CHIEF EXECUTIVE OFFICER	E	yes	02/1985	Feb 14, 2012	Jun 11, 2024
B•••••••• S••••••• E•••••	CONSULTANT / OPERATING PARTNER	Na	no	02/1985	Feb 14, 2012	Jun 11, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
G••••• P••••••• V•• L••	n/a	n/a	n/a	N	yes	n/a
G••••• P••••••• V••• L••	n/a	n/a	n/a	N	yes	n/a
G•• P•••••••• 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	$213M	$304M	-30.1%	$434M	-21.2%	9	8	0	0

Relationships

Advises (9)

→ S•••••••• V• 2••• C••••••••• F•••• L••Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ S•••••••• V• C••••••••• F•••• L•Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ S•••••••• V•• C••••••••• F•••••• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ S•••••••• F••• V• L•

Dated events

Occurred
Mar 26, 2025
Regulatory AUM changed
G•• C•• A••••••• I••• reported RAUM $304.1M, down 32% from $445.8M (2024-06-11 to 2025-03-26)
Form ADVobserved 7 days ago
$-142M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5b8467ff-d8a5-f6dc-04a6-572f20685348
First observed: Feb 14, 2012
Last observed: Mar 25, 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.