DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
CRD 316230
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| B•• S•••• F••• L• | Hedge Fund | $581M | Mar 27, 2024 | 79 | Sep 24, 2021 | reported | 021-435616 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••• D•••••• W••••• | PRESIDENT AND CIO | E | yes | 08/2021 | Jun 27, 2022 | Mar 27, 2024 |
| B••••••••• P•••• E••••• | CCO, CFO, AND COO | Na | yes | 08/2021 | Jun 27, 2022 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| B•• S•••• F••• G• L•• | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $963M | $633M | 52.2% | $414M | 32.5% | 5 | 5 | 0 | 0 |
| $963M |
| $963M |
| 5 |
| 5 |
| 0 |
| 1 |
| n/a |
| 2024 | Mar 25, 2025 | $633M | $633M | 5 | 5 | 0 | 1 | n/a |
| 2023 | Mar 27, 2024 | $581M | $581M | 5 | 5 | 0 | 1 | $581M |
| 2022 | Mar 22, 2023 | $414M | $414M | 4 | 4 | 0 | 1 | $414M |