DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

G•••••• A•••••••• L••

CRD 152347

WESTFIELD, NJ

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Search this name across graphsid dfx:ria:9145855c-85b2-8e0d-94d7-49d97791601f

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 8
On other graphs: 0
Observed: Mar 29, 2012 to Mar 28, 2024
24 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $744M••• Locked
Discretionary RAUM: $744M
Private client RAUM: $740Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• G••••• A•••	PRINCIPAL/DIRECTOR OF HUMAN RESOURCES	C	yes	01/2010	Mar 29, 2012	Mar 28, 2024
F•••••• J••• H•••••	CHIEF FINANCIAL OFFICER	C	yes	01/2010	Mar 29, 2012	Mar 28, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
TOMS RIVER	Nj	United States	2	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$744M	$638M	16.6%	$684M	2.8%	8	8	1	1

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
B•• S••••••••• I•••	3	Feb 7, 2025	Mar 21, 2012	MOUNTAINSIDE, NJ	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (3)

← F•••••• J••• H•••••OwnerCHIEF FINANCIAL OFFICER, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← P••••• B••••• J••••OwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← B•••••••• G••••• A•••OwnerPRINCIPAL/DIRECTOR OF HUMAN RESOURCES, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV

Registered with (6)

← JAY H••••• F•••••

Dated events

Occurred
Mar 6, 2025
Left the SEC roster
G•••••• A•••••••• L•• no longer on the SEC adviser roster (last listed 2025-02-03, RAUM $743.7M)
Form ADVobserved 7 days ago
$744M
Occurred
Feb 7, 2025
Firm absorbed
G•••••• A•••••••• L••'s advisors moved to B•• S••••••••• I••• (Mountainside, NJ): 3 of 3 registered, on the same day
Form ADVobserved 7 days ago
3 advisors
Occurred
Feb 7, 2025
Advisor changed firm
Glenn Alan Blachman left G•••••• A•••••••• L•• for B•• S••••••••• I••• (registered 2012-03-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9145855c-85b2-8e0d-94d7-49d97791601f
First observed: Mar 29, 2012
Last observed: Mar 28, 2024 30 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.