DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 1b 10b

B••••••••• P••••••• L••

CRD 325681

LONDON

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Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 1
Observed: Mar 24, 2023 to Jun 26, 2026
9 observations

Across DFX

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

Private Creditidentity

B••••••••• P••••••• L••

Private credit manager · key_crd, 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: $1.0B••• Locked
Discretionary RAUM: $1.0B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••••••• S••••• F••• L••	Hedge Fund	$26.3M	Jun 26, 2026	36	Jun 26, 2026	reported	021-546500
B••••••••• O••••••••• C••••• F••• L•	Other Private Fund	$7.9M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• ••• S••••••• L••	CORPORATE PARTNER	Na	yes	11/2008	Mar 24, 2023	Jun 25, 2024
D•••••• O•••• M••••••	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	Na	yes	06/2016	Mar 24, 2023	Jun 25, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 7, 2025	$1.2B	$1.2B	20	13	0	2	n/a

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$1.0B	n/a	n/a	n/a	n/a	18	n/a	0	n/a

Relationships

Advises (3)

→ B••••••••• O••••••••• C••••• F••• L•Private fundOther Private Fund, IA
Jun 25, 2024 to presentfactForm ADV
→ B••••••••• S••••• F••• L••Private fundHedge Fund, IA
Jun 26, 2026 to presentfactForm ADV
→ A•••• A••••••• R••••• L••Private fundHedge Fund, IA, no longer reported
Aug 11, 2023 to Jun 25, 2024factForm ADV

Controls (4)

Dated events

Order

Occurred
26 Jun 2026
Private fund first reported
••• Locked
Form ADV
$26.3M
Occurred
26 Jun 2026
Private fund no longer reported
••• Locked
Form ADV
$1.1M
Occurred
24 Mar 2023
First Form ADV filing
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 24, 2023
Last observed: Jun 26, 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.