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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

B••••••••• M•••••••••

B••••••••• M•••••••••, LLC, CRD 289150

AUSTIN, TX

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Search this name across graphsid dfx:ria:7134622e-9c21-0b74-708b-0f1fc56f076a

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 12
On other graphs: 2
Observed: Aug 24, 2017 to Jun 30, 2026
24 observations

Across DFX

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

Private Equityidentity

B••••••••• M•••••••••

Private equity manager · shared crd

Independent Sponsorsidentity

B••••••••• M•••••••••

Capital provider to sponsors · 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: $294M••• Locked
Discretionary RAUM: $294M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••••••• L••	Other Private Fund	$247M	Mar 29, 2024	240	Oct 18, 2017	reported	021-300655
B• B••• P••••••• I• L••	Other Private Fund	$28.8M	Oct 2, 2023

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• J••••• N•••••	MANAGING PARTNER	D	yes	12/2015	Aug 24, 2017	Mar 29, 2024
F••• C••••••••• P•	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	11/2021	Mar 29, 2022	Mar 29, 2024

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	$294M	$537M	-45.2%	$395M	-9.3%	5	4	0	0

Relationships

Advises (4)

→ B• C•••••• P••••••• I• L••Private fundOther Private Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ B••••••••• L••Private fundOther Private Fund, IA
Oct 18, 2017 to presentfactForm ADV
→ B• B••• P••••••• I• L••Private fundOther Private Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ B• B••• P••••••• I• L••Private fund

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
B••••••••• M••••••••• reported RAUM $294.4M, down 45% from $537.0M (2025-03-31 to 2026-03-31)
Form ADVobserved 7 days ago
$-243M
Occurred
Mar 31, 2025
Regulatory AUM changed
B••••••••• M••••••••• reported RAUM $537.0M, up 45% from $371.3M (2024-03-29 to 2025-03-31)
Form ADVobserved 7 days ago
$166M
Occurred
Mar 31, 2023
Control person left
Lawrence Craig Kennedy (Managing Director) no longer on Schedule A of B••••••••• M••••••••• (listed 2023-01-04, absent 2023-03-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7134622e-9c21-0b74-708b-0f1fc56f076a
First observed: Aug 24, 2017
Last observed: Jun 30, 2026 2 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.