DFX Intelligence

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

CRD 285290

DENVER, CO

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Search this name across graphsid dfx:ria:621c8a71-d4da-fc28-376b-b9053b9fc73e

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 13
On other graphs: 2
Observed: Nov 4, 2016 to Mar 31, 2026
15 observations

Across DFX

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

Private Equityidentity

B•••••••• M••••••••• C•••••• L•

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

Independent Sponsorsidentity

B•••••••• M••••••••• C•••••• L•

Capital provider to sponsors · key crd, 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=false bd_reps=0.0
Regulatory AUM: $991M••• Locked
Discretionary RAUM: $991M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••••••• N•••••• R•••••••• F••• V• L•	Private Equity Fund	$263M	Mar 31, 2026	19	Mar 31, 2026	reported	021-526145
B•••••••• E•••• N•••••• R•••••••• F••• I••••• L•	Private Equity Fund	$207M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• M••••••••• G•• L••	GENERAL PARTNER OF THE ADVISER	Na	yes	09/2016	Nov 4, 2016	Mar 29, 2024
B••••••• L•••• S••••••	LIMITED PARTNER	B	yes	09/2016	Nov 4, 2016	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••••• F••• I•••• G•• L••	n/a	n/a	n/a	Y	no	n/a
B•••••••• F••• I•••• G•• L••	n/a	n/a	n/a	Y	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	$991M	$1.9B	-47.5%	$2.5B	-26.3%	18	25	0	0

Relationships

Advises (6)

→ B•••••••• N•••••• R•••••••• F••• V• L•Private fundPrivate Equity Fund, IA
Mar 31, 2026 to presentfactForm ADV
→ B•••••••• E•••• N•••••• R•••••••• F••• I••••• L•Private fundPrivate Equity Fund, IA
Mar 10, 2017 to presentfactForm ADV
→ B•••••••• N•••••• R•••••••• F••• I•••••••• L•Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ B•••••••• N•••••• R•••••••• F••• I•••• L•

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$-897M
Occurred
Mar 31, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$-766M
Occurred
Mar 31, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$-427M
Occurred
Mar 31, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:621c8a71-d4da-fc28-376b-b9053b9fc73e
First observed: Nov 4, 2016
Last observed: Mar 31, 2026 5 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.