DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

B•• F••• A•••••••• L••

CRD 298967

FORT LAUDERDALE, FL

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Search this name across graphsid dfx:ria:a08d1353-3ca4-cae4-fc60-2425a73cda8b

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 8
On other graphs: 4
Observed: Nov 6, 2018 to Jul 7, 2026
6 observations

Across DFX

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

Venture Capitalidentity

B•• F••• A••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

B•• F••• A•••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

B•• F••• A••••••• L••

Private equity manager · shared crd

Private Creditidentity

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: $578M••• Locked
Discretionary RAUM: $503M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 29

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•• P••••••• F•••• L•	Private Equity Fund	$178M	Jul 7, 2026	8	Jul 7, 2026	reported	021-534606
B•• D••• O••••••••• F••• I••••••••• L•	Private Equity Fund	$169M	Jul 7, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• J•••••• D••••	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	May 7, 2024	May 7, 2024
E•••••• E•••• J••••	EXECUTIVE CHAIRMAN	C	yes	10/2018	May 7, 2024	May 7, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•• D••• O••••••••• F••• I• G•• L••	n/a	n/a	n/a	N	yes	n/a
B•• D••• O••••••••• F••• I• G•• L••	n/a	n/a	n/a	N	yes	n/a
B•• H••••••• F• I• G• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	5	no
NEW YORK	NY	United States	4	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 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	$578M	$526M	9.9%	n/a	n/a	29	28	2	2

Relationships

Advises (6)

→ B•• D••• O••••••••• F••• I••••••••• L•Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ B•• H••••••• F• I• L••Private fundPrivate Equity Fund, ERA
Mar 28, 2024 to presentfactForm ADV
→ B•• H••••••• F• I• L•Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ B•• D••• O••••••••• F••• I• L•••

Dated events

Occurred
Jul 7, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$178M
Occurred
Jul 7, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$28.5M
Occurred
Mar 25, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$351M
Occurred
May 7, 2024

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a08d1353-3ca4-cae4-fc60-2425a73cda8b
First observed: Nov 6, 2018
Last observed: Jul 7, 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.