DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B•••• C•••••• M•••••••••

B•••• C•••••• M•••••••••, LP, CRD 316265

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:8ad633b2-145d-8aa5-1a7a-6394309dd74d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 2
Observed: Sep 30, 2021 to Mar 30, 2026
12 observations

Across DFX

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

Private Creditidentity

B•••• C•••••• M•••••••••

Private credit manager · shared crd

Real Estate Fundsidentity

B•••• C•••••• M•••••••••

Real estate fund manager · 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: $1.4B••• Locked
Discretionary RAUM: $1.3B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••• R••• E••••• F••• I•• L•••	Real Estate Fund	$487M	Mar 27, 2024	69	Sep 30, 2021	reported	021-388167
B•••• R••• E••••• F••• I••• L•	Real Estate Fund	$433M	Mar 27, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
S••••• E•••• S••••	MANAGING DIRECTOR	E	yes	03/2018	Sep 30, 2021	Mar 27, 2024
J•••• J•• Y•••	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	no	08/2018	Sep 30, 2021	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 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	$1.4B	$1.1B	24.7%	$702M	24.9%	19	16	0	0

Relationships

Advises (5)

→ B•••• C••••• I• L•••Private fundReal Estate Fund, IA
Sep 30, 2021 to presentfactForm ADV
→ B•••• R••• E••••• F••• I••• L•Private fundReal Estate Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ B•••• R••• E••••• F••• I•• L•••Private fundReal Estate Fund, IA
Sep 30, 2021 to presentfactForm ADV
→ B•••• C••••• I•• L•••

Dated events

Occurred
Mar 27, 2024
Regulatory AUM changed
B•••• C•••••• M••••••••• reported RAUM $1.1B, up 58% from $702.3M (2023-08-30 to 2024-03-27)
Form ADVobserved 7 days ago
$407M
Occurred
Oct 28, 2022
Regulatory AUM changed
B•••• C•••••• M••••••••• reported RAUM $734.6M, up 45% from $506.0M (2022-08-02 to 2022-10-28)
Form ADVobserved 7 days ago
$229M
Occurred
Mar 31, 2022
Regulatory AUM changed
B•••• C•••••• M••••••••• reported RAUM $506.0M, up 43% from $353.6M (2021-10-01 to 2022-03-31)
Form ADVobserved 7 days ago
$152M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ad633b2-145d-8aa5-1a7a-6394309dd74d
First observed: Sep 30, 2021
Last observed: Mar 30, 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.