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B••••••••• C•••••• M••••••••• 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

B••••••••• C•••••• M••••••••• L••

CRD 140262

MENLO PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92b737a0-7e29-3842-22d7-89fab400ae93

Data as of May 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 9
On other graphs: 4
Observed: Mar 28, 2012 to May 10, 2025
27 observations

Across DFX

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

Private Equityidentity

B••••••••• C•••••• M••••••••• L••

Private equity manager · shared crd

Venture Capitalidentity

B••••••••• C•••••• M••••••••• L••

Venture manager · shared crd

Private Creditidentity

B••••••••• C•••••• M••••••••• L••

Private credit manager · shared crd

Real Estate Fundsidentity

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: $838MItem 5.F on the latest filing (2025-05-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $523M
Private client RAUM: $745MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••••••• V••••••• T••••••• I• L••	Venture Capital Fund	$39.7M	Sep 5, 2024	44	Sep 26, 2014	reported	021-216226
B••••••••• V••••••• T••••••• I•• L•••	Venture Capital Fund	$14.1M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• L••••• J•••	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	Na	yes	07/2006	Mar 28, 2012	Sep 5, 2024
S••••••• S••••••	MANAGING MEMBER	E	yes	06/2006	Mar 28, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$838M	$764M	9.7%	$642M	9.3%	9	7	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
L•••	5	Jun 6, 2025	Jun 3, 2025	MENLO PARK, CA	Firm absorbed	RIA to RIA	100.0%

Relationships

Advises (9)

→ B••••••••• P•••••• E••••• P•••••••• L••Private fundOther Private Fund, IA
Mar 28, 2012 to presentfactForm ADV
→ B••••••••• V••••••• S•• I• L•••Private fundVenture Capital Fund, IA
Mar 28, 2023 to presentfactForm ADV
→ B••••••••• V••••••• T••••••• I• L••Private fundVenture Capital Fund, IA
Sep 26, 2014 to presentfactForm ADV
→ B••••••••• V••••••• T••• L•••

Dated events

Occurred
Jul 1, 2025
Left the SEC roster
B••••••••• C•••••• M••••••••• L•• no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $838.1M)
Form ADVobserved 7 days ago
$838M
Occurred
Jun 6, 2025
Firm absorbed
B••••••••• C•••••• M••••••••• L••'s advisors moved to Lido (Menlo Park, CA): 5 of 5 registered, on the same day
Form ADVobserved 7 days ago
5 advisors
Occurred
Jun 6, 2025
Advisor changed firm
Christian Samuel Tiscareno left B••••••••• C•••••• M••••••••• L•• for Lido (registered 2025-06-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92b737a0-7e29-3842-22d7-89fab400ae93
First observed: Mar 28, 2012
Last observed: May 10, 2025 16 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.

2024	Mar 27, 2025	$879M	$584M	9	4	0	8	n/a
2023	Mar 29, 2024	$764M	$501M	7	4	0	8	$76.7M
2022	Mar 28, 2023	$642M	$398M	7	3	0	8	$82.1M
2021	Mar 31, 2022	$642M	$377M	7	3	0	7	$74.4M
2020	Mar 31, 2021	$503M	$228M	6	3	0	7	$44.3M
2019	May 14, 2020	$491M	$226M	6	2	0	7	$33.8M
2018	Mar 21, 2019	$416M	$216M	7	2	0	6	$22.6M
2017	Mar 28, 2018	$431M	$208M	7	3	0	5	$25.1M
2016	Mar 30, 2017	$387M	$191M	8	3	n/a	5	$27.7M
2015	Mar 29, 2016	$375M	$176M	7	3	n/a	4	$23.1M
2014	Mar 30, 2015	$371M	$148M	8	3	n/a	4	$29.1M
2013	Mar 19, 2014	$300M	$114M	9	5	n/a	2	$10.2M
2012	Apr 1, 2013	$289M	$101M	9	4	n/a	2	$10.2M
2011	Mar 28, 2012	$262M	$84.3M	n/a	n/a	n/a	2	$10.2M