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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B••• S•• G•• L••

CRD 298964

FRISCO, TX

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Search this name across graphsid dfx:ria:9a97e41b-0a87-20df-3fcf-f9fd89500fb1

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 3
On other graphs: 3
Observed: Jun 30, 2023 to Jun 30, 2026
7 observations

Across DFX

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

Venture Capitalidentity

B••• S•• G•• L••

Venture manager · shared crd

Independent Sponsorsidentity

B••• S•• G•• L••

Capital provider to sponsors · shared crd

Private Equityidentity

B••• S•• G•• L••

Private equity 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: $1.1BItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%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••• I••• L•••	Private Equity Fund	$186M	Apr 30, 2024	40	Mar 29, 2024	reported	021-502781
B•••••••• C•••••••• L•	Private Equity Fund	$144M

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
C•••••• I••• I•••	SOLE MEMBER	E	yes	05/2018	Jun 30, 2023	Apr 30, 2024
W•••••••• D•••••• M•••	Ceo	Na	yes	09/2020	Jun 30, 2023

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••• S••• I••••••••• P••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
B••• I• G•• L••	n/a	n/a	n/a	N	yes	n/a
B••• 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
2025

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
2025	$1.1B	$1.2B	-11.9%	n/a	n/a	20	23	0	0

Relationships

Advises (16)

→ B••• I• E• C•••••••• L••Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ B••• C•••••••• L••Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ W•• C••••••• L••Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ B••• I• C• C•••••••• L••Private fund

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
B••• S•• G•• L•• reported RAUM $1.2B, up 56% from $767.4M (2024-04-30 to 2025-03-31)
Form ADVobserved 7 days ago
$432M
Occurred
Mar 29, 2024
Regulatory AUM changed
B••• S•• G•• L•• reported RAUM $767.4M, up 128% from $337.3M (2023-06-30 to 2024-03-29)
Form ADVobserved 7 days ago
$430M
Occurred
Jun 30, 2023
First Form ADV filing
B••• S•• G•• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a97e41b-0a87-20df-3fcf-f9fd89500fb1
First observed: Jun 30, 2023
Last observed: Jun 30, 2026 2 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.