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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

B••••••••• C••••••• L••

CRD 158343

BOSTON, MA

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Search this name across graphsid dfx:ria:798a146a-8fb9-b179-4a15-414ce75eb359

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 30
Dated events: 4
On other graphs: 0
Observed: Feb 13, 2012 to Mar 31, 2026
30 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: 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: $100BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $100B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
F•• F••• L•••	Hedge Fund	$47B	Oct 3, 2024	256	Feb 13, 2012	reported	n/a
F•• L•••	Hedge Fund	$9.0B

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• C•••••• I•• L•••	Manager	D	yes	12/2012	Jan 11, 2013	Oct 3, 2024
S•••••••• G••••••• B••••••	Shareholder	D	yes	12/2012	Feb 13, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W•••••• C•••• G•• I•••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$100B	$85B	18.4%	$72B	11.8%	168	158	0	0

Relationships

Advises (17)

→ V•••• R••••••• F••• L••••••Private fundHedge Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ A•••• L•••Private fundHedge Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ N•• F•• L•••Private fundHedge Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ W•••••••• L•••Private fund

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
B••••••••• C••••••• L•• reported RAUM $84.7B, up 30% from $65.1B (2024-10-03 to 2025-03-31)
Form ADVobserved 7 days ago
$19.6B
Occurred
Mar 31, 2023
Regulatory AUM changed
B••••••••• C••••••• L•• reported RAUM $71.8B, up 47% from $48.8B (2023-01-30 to 2023-03-31)
Form ADVobserved 7 days ago
$23.1B
Occurred
Mar 31, 2022
Regulatory AUM changed
B••••••••• C••••••• L•• reported RAUM $48.8B, up 31% from $37.3B (2021-04-06 to 2022-03-31)
Form ADVobserved 7 days ago
$11.4B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:798a146a-8fb9-b179-4a15-414ce75eb359
First observed: Feb 13, 2012
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.

2025	Mar 31, 2026	$100B	$100B	168	59	0	12	n/a
2024	Mar 31, 2025	$85B	$85B	158	54	0	12	n/a
2023	Mar 28, 2024	$65B	$65B	155	57	0	12	$79B
2022	Mar 31, 2023	$72B	$72B	144	52	0	12	$87B
2021	Mar 31, 2022	$49B	$49B	147	54	0	12	$65B
2020	Mar 31, 2021	$37B	$37B	133	63	0	13	$54B
2019	Mar 30, 2020	$37B	$37B	120	53	0	12	$52B
2018	Mar 29, 2019	$27B	$27B	113	44	0	12	$42B
2017	Mar 29, 2018	$23B	$23B	110	41	0	14	$39B
2016	Mar 31, 2017	$24B	$24B	102	39	n/a	15	$37B
2015	Mar 30, 2016	$22B	$22B	100	36	n/a	13	$34B
2014	Mar 31, 2015	$22B	$22B	86	35	n/a	13	$33B
2013	Mar 31, 2014	$18B	$18B	75	32	n/a	13	$29B
2012	Apr 1, 2013	$16B	$16B	71	32	n/a	13	$25B