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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

B••••••••• P•••••••• L••

CRD 162532

BLOOMFIELD HILLS, MI

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Search this name across graphsid dfx:ria:80347004-124b-d150-b988-68ba0641550b

Data as of Mar 30, 2015 (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: 5
Dated events: 0
On other graphs: 1
Observed: Mar 22, 2012 to Mar 30, 2015
7 observations

Across DFX

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

Private Equityidentity

B••••••••• P•••••••• L••

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $228M••• Locked
Discretionary RAUM: $228M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••••••• P••••••• F•••• L•••	Private Equity Fund	$104M	Jul 19, 2022	19	Apr 23, 2012	reported	021-106160

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••••• M••••••• D•••••	MANAGING PARTNER	C	yes	03/2007	Mar 22, 2012	Mar 30, 2015
K•••••••• G••••••• P•••	Partner	B	no	03/2007	Mar 22, 2012	Mar 30, 2015

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••••••• P••••••• G•• L••	n/a	n/a	n/a	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	n/a	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 30, 2015

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$228M	$200M	13.9%	n/a	n/a	6	5	n/a	n/a

Relationships

Advises (1)

→ B••••••••• P••••••• F•••• L•••Private fundPrivate Equity Fund, ERA
Apr 23, 2012 to presentfactForm ADV

Owns (3)

← M•••••••• E•••••• M•••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 22, 2012 to presentfactForm ADV
← K•••••••• G••••••• P•••OwnerPARTNER, ownership code B, individual
Mar 22, 2012 to presentfactForm ADV
← R••••• J••••• D•••••OwnerPARTNER, ownership code B, individual

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80347004-124b-d150-b988-68ba0641550b
First observed: Mar 22, 2012
Last observed: Mar 30, 2015 139 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.