DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 100m 1b

B•••• C•••••• G••••• L••

CRD 315170

EDMOND, OK

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Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 43
Dated events: 16
On other graphs: 1
Observed: Oct 25, 2021 to May 13, 2026
9 observations

Across DFX

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

Real Estate Fundsidentity

B•••• C•••••• G••••• L••

Real estate fund manager · 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: $306M••• Locked
Discretionary RAUM: $306M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•• R••• E••••• G••••• F••• 4• L•	Real Estate Fund	$58.3M	May 13, 2026	42	Mar 31, 2023	reported	021-458562
B•• R••• E••••• G••••• • I••••• F••• 5• L•	Real Estate Fund	$36.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• M••••••	PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Oct 25, 2021	Mar 25, 2024
B•••••• E•••• G•••••••	Owner	D	yes	01/2016	Oct 25, 2021	Mar 25, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

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	$306M	$293M	4.5%	$245M	7.8%	6	5	0	0

Relationships

Advises (40)

→ B•• D•••••• L••Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ B•• N•••• T•••• I••••••••• L••Private fundReal Estate Fund, IA
May 13, 2026 to presentfactForm ADV
→ B•• K••••••••• L••Private fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ B•• W•••••••• L••Private fund

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Order

Occurred
13 May 2026
Private fund first reported5 events
Private fund first reported: 5 on 13 May 2026
$3.0M to $36.0M
- ••• Locked$36.0M
- ••• Locked$6.1M
- ••• Locked$5.3M
Occurred
13 May 2026
Ria principal change2 events
B•••• C•••••• G••••• L••: ria principal change, 2 events, on 13 May 2026
- ••• Locked
- ••• Locked
Occurred
13 May 2026
Private fund no longer reported6 events
Private fund no longer reported: 6 on 13 May 2026
$250K to $9.4M
- ••• Locked$9.4M
- ••• Locked$6.8M
- ••• Locked$3.5M
Occurred
25 Oct 2021
First Form ADV filing
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 25, 2021
Last observed: May 13, 2026 4 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.

All 25 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•• T•••••• L••	Real Estate Fund	$9.0M	May 13, 2026	68	Oct 25, 2021	reported	021-413622
B•• A•••••••• L••	Real Estate Fund	$8.9M	May 13, 2026	96	Mar 25, 2024	reported	021-477048
B•• A•••• F••• I• L••	Real Estate Fund	$8.8M	Oct 25, 2021	34	Oct 25, 2021	dropped	021-413461
B•• M••••• H•••••• L••	Real Estate Fund	$8.2M	May 13, 2026	49	Oct 25, 2021	reported	021-413586
B•• T••••• L••	Real Estate Fund	$8.0M	May 13, 2026	74	Mar 25, 2024	reported	021-496255
B•• W••••••••• L••	Real Estate Fund	$8.0M	May 13, 2026	70	Oct 25, 2021	reported	021-413609
B•• K••••••••• L••	Real Estate Fund	$7.8M	May 13, 2026	60	Mar 31, 2023	reported	021-465999
B•• P•••• L••	Real Estate Fund	$7.5M	May 13, 2026	67	Oct 25, 2021	reported	021-413607
B•• S••••••••• C•• L••	Real Estate Fund	$6.8M	Mar 25, 2024	36	Oct 25, 2021	dropped	021-413462
B•• L•••••• L••	Real Estate Fund	$6.6M	May 13, 2026	27	Mar 31, 2022	reported	021-440350
B•• N••••• D•••••• L••	Real Estate Fund	$6.4M	May 13, 2026	51	Oct 25, 2021	reported	021-413587
B•• H•••••••• L••	Real Estate Fund	$6.1M	May 13, 2026	54	Oct 25, 2021	reported	021-413613
B•• S•••••••• L••	Real Estate Fund	$6.1M	May 13, 2026	67	May 13, 2026	reported	021-527695
B•• S•••••••• L••	Real Estate Fund	$6.0M	May 13, 2026	43	Oct 25, 2021	reported	021-413621
B•• L•••• I••••••••• 2• L••	Real Estate Fund	$5.3M	May 13, 2026	64	May 13, 2026	reported	021-507209