DFX Intelligence

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 161329

MIAMI, FL

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Search this name across graphsid dfx:ria:aa2f90ae-a19b-1d28-f90b-734842f975d1

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 10
On other graphs: 1
Observed: May 28, 2014 to Mar 29, 2024
13 observations

Across DFX

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

Venture Capitalidentity

B•••••• C•••••• M••••••••• L••

Venture manager · shared crd

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: $124M••• Locked
Discretionary RAUM: $124M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••••• A••• M••••• F•••• L••	Hedge Fund	$49.4M	Mar 26, 2026	4	Mar 27, 2017	reported	021-281802
B•••••• M••••• F•••• L••	Hedge Fund	$35.8M	Mar 26, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• E•••• A•••	CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	Na	yes	09/2011	May 28, 2014	Mar 29, 2024
R••••••••• D••••	MANAGING MEMBER	E	yes	07/2011	May 28, 2014	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••• C•••••• G•• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$124M	$261M	-52.5%	$459M	-35.4%	3	6	0	0

Relationships

Advises (5)

→ B•••••• A••• M••••• F•••• L••Private fundHedge Fund, IA
Mar 27, 2017 to presentfactForm ADV
→ B•••••• M••••• F•••• L••Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ B•••••• P•••••••• L•Private fundHedge Fund, ERA, no longer reported
Mar 29, 2012 to Apr 2, 2013factForm ADV
→ B•••••• O••••••• F•••• L•••

Dated events

Occurred
Mar 26, 2026
Ria registration change
••• Locked
Form ADVobserved today
Occurred
Mar 26, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$4.3M
Occurred
Mar 26, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$28.6M
Occurred
Mar 26, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aa2f90ae-a19b-1d28-f90b-734842f975d1
First observed: May 28, 2014
Last observed: Mar 29, 2024 30 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.