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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

B•••••• P•••••••• L••

CRD 315679

GREENWICH, CT

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Search this name across graphsid dfx:ria:a39a137e-4895-f7f3-5d83-b4f38edb3742

Data as of Mar 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 2
Observed: Aug 11, 2022 to Mar 29, 2026
14 observations

Across DFX

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

Private Equityidentity

B•••••• P•••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

B•••••• P•••••••• L••

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.41 institutional_share=0.59 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.2B••• Locked
Discretionary RAUM: $1.3B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••••• A••••••••• I•• L•	Private Equity Fund	$90.2M	May 3, 2024	38	Mar 29, 2024	reported	021-490430
P•• A••••• C••••••••• L•	Private Equity Fund	$35.1M	Mar 29, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• H••••••• L••	MANAGING MEMBER	E	yes	02/2021	Aug 11, 2022	May 3, 2024
B•••••• M••••••••• L••	MANAGING MEMBER	E	yes	09/2023	Nov 10, 2023	May 3, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
HOBE SOUND	FL	United States	0	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 29, 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	$3.2B	$2.3B	40.2%	$1.5B	28.1%	14	10	1	1

Relationships

Advises (4)

→ T•• C•••••••• I• L•Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ B•••••• A••••••••• I•••• L•Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ B•••••• A••••••••• I•• L•Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ P•• A••••• C••••••••• L•

Dated events

Occurred
Mar 29, 2026
Regulatory AUM changed
B•••••• P•••••••• L•• reported RAUM $3.2B, up 40% from $2.3B (2025-09-09 to 2026-03-29)
Form ADVobserved 7 days ago
$929M
Occurred
Mar 31, 2025
Regulatory AUM changed
B•••••• P•••••••• L•• reported RAUM $2.3B, up 47% from $1.6B (2024-05-03 to 2025-03-31)
Form ADVobserved 7 days ago
$741M
Occurred
Nov 10, 2023
Control person joined
Largim Vinca (Chief Compliance Officer) appeared on Schedule A of B•••••• P•••••••• L••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a39a137e-4895-f7f3-5d83-b4f38edb3742
First observed: Aug 11, 2022
Last observed: Mar 29, 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.