DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

B••• G••••• C••••••• L••

CRD 299869

ATLANTA, GA

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Search this name across graphsid dfx:ria:607406b7-5764-9069-880c-408eca3ed8d5

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 8
On other graphs: 0
Observed: Aug 30, 2019 to Mar 20, 2026
9 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: other adviserderivedprivate_client_share=0.0 fund_share=0.35 institutional_share=0.65 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $2.1B••• Locked
Discretionary RAUM: $2.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••• G••••• M••••• F••• L•	Hedge Fund	$470M	Mar 6, 2024	50	Dec 21, 2018	reported	021-328815

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D••••• P••••••• G•••	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER	Na	yes	01/2023	Jan 12, 2023	Mar 6, 2024
G•••••• B•••••••• M••••••	PORTFOLIO MANAGER	E	yes	06/2018	Aug 30, 2019	Mar 6, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••• G••••• 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

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	$2.1B	$1.2B	80.3%	$788M	38.6%	6	5	0	0

Relationships

Advises (1)

→ B••• G••••• M••••• F••• L•Private fundHedge Fund, IA
Dec 21, 2018 to presentfactForm ADV

Controls (2)

← D••••• P••••••• G•••OwnerCHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, ownership code NA, individual
Jan 12, 2023 to Mar 6, 2024factForm ADV
← G•••••• B•••••••• M••••••OwnerPORTFOLIO MANAGER, ownership code E, individual
Aug 30, 2019 to Mar 6, 2024factForm ADV

Dated events

Occurred
Mar 20, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$935M
Occurred
Mar 28, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$421M
Occurred
Jan 12, 2023
Control person joined
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 12, 2023
Control person left

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:607406b7-5764-9069-880c-408eca3ed8d5
First observed: Aug 30, 2019
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.