DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 100m 1b

B••••••••• M••••••••• L••

CRD 296291

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Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 17
On other graphs: 2
Observed: Jun 30, 2021 to Mar 30, 2026
12 observations

Across DFX

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

Venture Capitalidentity

B••••••••• M••••••••• L••

Venture manager · key_crd, key_sfn_adviser, shared_crd

Allocatorsidentity

B••••••••• M••••••••• L••

Manager with allocator commitments · key_crd, key_sfn_adviser, 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: $898M••• Locked
Discretionary RAUM: $898M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•• B••••••••• F•••• L• •••••• 6•	Venture Capital Fund	$128M	Mar 30, 2026	173	Mar 28, 2024	reported	021-486032
B••••••••• F•••• L••• •••••• •••	Venture Capital Fund	$97.5M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••• J•••••• N••	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	08/2022	Sep 1, 2022	Mar 28, 2024
F•••••••• J•••••••• P••••	CHIEF LEGAL OFFICER	Na	yes	05/2022	Mar 30, 2023	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••••• V••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
B•••••••• V••••••• I• G•• L••	n/a	n/a	n/a	N	yes	n/a
B••••••••• V••••••• I• G•• 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	$898M	$881M	2.0%	$475M	23.6%	12	10	0	0

Relationships

Advises (23)

→ B••••••••• S•• V• L••Private fundVenture Capital Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ T•• B••••••••• F•••• L• •••••• 4•Private fundVenture Capital Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ B••••••••• V••••••• I•• L•Private fundVenture Capital Fund, IA
Feb 18, 2019 to presentfactForm ADV
→ T•• B••••••••• F•••• L• •••••• 1•

Dated events

Order

Occurred
30 Mar 2026
Private fund gav change
••• Locked
Form ADV
down $494M
Occurred
30 Mar 2026
Private fund first reported6 events
Private fund first reported: 6 on 30 Mar 2026
$3.1M to $97.5M
- ••• Locked$97.5M
- ••• Locked$69.9M
- ••• Locked$67.2M
Occurred
30 Mar 2026
Private fund no longer reported2 events
Private fund no longer reported: 2 on 30 Mar 2026
$4.6M to $16.9M
- ••• Locked$16.9M
- ••• Locked$4.6M
Occurred
28 Mar 2024
Regulatory AUM changed
••• Locked
Form ADV
$617M
Occurred
28 Mar 2024
Control person left
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 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.

All 23 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
D•• H••••• L••	Venture Capital Fund	$42.8M	Mar 30, 2026	47	Mar 30, 2026	reported	n/a
T•• B••••••••• F•••• L• •••••• 8•	Venture Capital Fund	$31.5M	Mar 30, 2026	187	Mar 30, 2026	reported	n/a
T•• B••••••••• F•••• L• •••••• 2•	Venture Capital Fund	$26.7M	Mar 30, 2026	163	Mar 31, 2022	reported	021-403237
S•• I• H•••• L••	Venture Capital Fund	$17.6M	Mar 30, 2026	46	Jun 30, 2021	reported	n/a
B•••••••• V•••••••• L•••	Venture Capital Fund	$16.9M	Mar 28, 2024	5	Dec 22, 2014	dropped	021-206554
S•• S•••• 0• L••	Venture Capital Fund	$4.6M	Mar 28, 2024	3	Jun 30, 2021	dropped	n/a
B•••••••• V••••••• I•• L•••	Venture Capital Fund	$4.6M	Mar 30, 2026	35	Mar 26, 2016	reported	021-269328
H••• S•• V•• L••	Venture Capital Fund	$3.2M	Mar 30, 2026	25	Mar 30, 2023	reported	021-446986
B••••••••• F••• P••••••• I••••••••• •••••• L•••	Venture Capital Fund	$3.1M	Mar 30, 2026	1	Mar 30, 2026	reported	021-537880
S•• 5• A•••••	Venture Capital Fund	$852,172	Mar 30, 2026	40	Apr 26, 2022	reported	n/a
B••••••••• S•• V• L••	Venture Capital Fund	$509,538	Mar 30, 2026	12	Mar 31, 2022	reported	021-428771
S•• B•••• 0•• L••	Venture Capital Fund	$0	Jun 2, 2023	0	Jun 30, 2021	reported	n/a
S•••• 0• S•• L••	Venture Capital Fund	$0	Jun 2, 2023	4	Jun 30, 2021	reported	n/a