DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

B••••••• B•• C•••••• M••••••••• L••

CRD 164577

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6311e195-0144-77ff-3c15-b334758811f4

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 3
On other graphs: 3
Observed: Mar 31, 2014 to Mar 31, 2026
14 observations

Across DFX

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

Venture Capitalidentity

B••••••• B•• C•••••• M••••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

B••••••• B•• C•••••• M••••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

B••••••• B•• C•••••• M••••••••• L••

Private equity 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=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $518M••• Locked
Discretionary RAUM: $518M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••••• B•• V•••••••• L• • S••••• I•	Private Equity Fund	$26.9M	Mar 27, 2024	90	Mar 31, 2022	reported	021-426044
B••••••• B•• V•••••••• L• • S••••• H•	Private Equity Fund	$13.1M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••• G•• L••	Member	E	yes	06/2012	Mar 31, 2014	Mar 27, 2024
G•••••• W••••••• B•••••••	MANAGING MEMBER	E	yes	06/2012	Mar 31, 2014	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••••• B•• G• L••	n/a	n/a	n/a	N	yes	n/a
B••••••• B•• O•••••• G• L••	n/a	n/a	n/a	N	yes	n/a
B••••••• B•• V••••••• 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	$518M	$164M	216.6%	$71.1M	93.9%	3	3	0	0

Relationships

Advises (12)

→ B••••••• B•• O•••••• O••••••••• L•Private fundHedge Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ B••••••• B•• V•••••••• L• • S••••• B•Private fundPrivate Equity Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ B••••••• B•• V•••••••• L• • S••••• F•Private fundPrivate Equity Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ B••••••• B•• M•••••• L•••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
B••••••• B•• C•••••• M••••••••• L•• reported RAUM $518.4M, up 217% from $163.7M (2025-03-31 to 2026-03-31)
Form ADVobserved 7 days ago
$355M
Occurred
Mar 31, 2025
Regulatory AUM changed
B••••••• B•• C•••••• M••••••••• L•• reported RAUM $163.7M, up 163% from $62.2M (2024-03-27 to 2025-03-31)
Form ADVobserved 7 days ago
$102M
Occurred
Mar 31, 2014
First Form ADV filing
B••••••• B•• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6311e195-0144-77ff-3c15-b334758811f4
First observed: Mar 31, 2014
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.