DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM over $100B

B•••••••• A•••• M••••••••• N•••• A••• L••••••

CRD 165482

HONG KONG

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Search this name across graphsid dfx:ria:77f5a740-a59f-b0e8-1702-3163e285980f

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 49
Dated events: 20
On other graphs: 1
Observed: Oct 31, 2012 to Jun 17, 2026
78 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Real Estate Fundsidentity

B•••••••• A•••• M••••••••• N•••• A••• L••••••

same firm, same CRD · confidence 100% · family precision 100%

Private Equityowner

B•••••••• F•••••••• M••••••••• I••

owned by this firm per Schedule A, named with its CRD in Item 7.A · confidence 90% · family precision 100%

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=0.51 institutional_share=0.47 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $140B••• Locked
Discretionary RAUM: $140B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 508

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••••••• A••• P••••••• F••• V• •• S•••	Hedge Fund	$1.6B	Dec 23, 2024	71	Mar 26, 2020	reported	n/a
A••• P••••••• F••• I• S••••••• S••••••••	Hedge Fund	$619M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• ••••••••• H••••• P••• L••	SOLE SHAREHOLDER	E	yes	10/2013	Nov 13, 2013	Dec 23, 2024
B•••••••• F•••••••• M••••••••• I••	SOLE SHAREHOLDER	E	yes	03/2015	Oct 31, 2012	Dec 23, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••••• F••• A•••••••	n/a	ASSET_M••••••	$4282B	N	yes	n/a
B•••••••• F•••••••• M••••••••• I••	n/a	Other adviser	$1595B	Y	yes	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	$140B	$119B	18.3%	$79B	20.9%	508	491	0	1

Relationships

Affiliated with (29)

← B•••••••• F•••••••• M••••••••• I••Registered adviserother investment adviser, bank, control, common control
factForm ADV
← B•••••••• C•••••• I••••••••• A•••••••• L••Registered adviserother investment adviser, bank, common control
factForm ADV
← B•••••••• I••••••••• M••••••••• L••Registered adviserother investment adviser, bank, common control
factForm ADV
← B•••••••• R••••• A••••••• I••Registered adviser

Dated events

Occurred
Mar 29, 2023
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 29, 2023
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 29, 2023
Control person joined
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 29, 2023
Control person joined
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77f5a740-a59f-b0e8-1702-3163e285980f
First observed: Oct 31, 2012
Last observed: Jun 17, 2026 3 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.

Controls (14)

← B•••••••• F•••••••• M••••••••• I••OwnerSOLE SHAREHOLDER, ownership code E, domestic entity
Oct 31, 2012 to Dec 23, 2024factForm ADV
← T••••••••• C••••• N••OwnerCHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR, ownership code NA, individual
Mar 28, 2014 to Dec 23, 2024factForm ADV
← C•••• S••••• W••••••OwnerDIRECTOR, ownership code NA, individual
Feb 27, 2015 to Dec 23, 2024factForm ADV
← B••• B••••••• M•••OwnerDIRECTOR, ownership code NA, individual
Feb 6, 2017 to Dec 23, 2024factForm ADV
← L•••• R•••••OwnerDIRECTOR, ownership code NA, individual
Aug 13, 2021 to Dec 23, 2024factForm ADV
← M•••••• D•••••• M•••••OwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 25, 2021 to Dec 23, 2024factForm ADV
← R•••••• S••••OwnerDIRECTOR, ownership code NA, individual
Mar 29, 2023 to Dec 23, 2024factForm ADV
← S••• A••••••• C••• S••OwnerCHIEF LEGAL OFFICER, ownership code NA, individual
Mar 29, 2023 to Dec 23, 2024factForm ADV
← B•••••••• ••••••••• H••••• P••• L••OwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Nov 13, 2013 to Dec 23, 2024factForm ADV
← B•••••••• H• H••••• L••••••OwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Oct 31, 2012 to Dec 23, 2024factForm ADV
← B•••••••• H••••• 2• I•••OwnerSOLE SHAREHOLDER, ownership code E, domestic entity
Oct 31, 2012 to Dec 23, 2024factForm ADV
← B•••••••• I••••••••• H•••••••• I•••OwnerGENERAL PARTNER, ownership code F, domestic entity
Oct 31, 2012 to Dec 23, 2024factForm ADV
← B••••••••• I•••OwnerSOLE SHAREHOLDER, ownership code E, domestic entity
Oct 31, 2012 to Dec 23, 2024factForm ADV
← B• J••••• I••••••••• H•••••••• L•••OwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Oct 31, 2012 to Dec 23, 2024factForm ADV