DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B••••••• I••••••••• M••••••••• L••

CRD 305580

SEATTLE, WA

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Search this name across graphsid dfx:ria:b5fb07be-f47c-7266-f1fe-76f964bc7c5f

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 14
On other graphs: 2
Observed: Dec 6, 2019 to Apr 16, 2026
17 observations

Across DFX

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

Real Estate Fundsidentity

B••••••• I••••••••• M••••••••• L••

Real estate fund manager · key crd, key sfn adviser, shared crd

Allocatorsidentity

B••••••• I••••••••• M••••••••• L••

Manager with allocator commitments · key crd, key sfn adviser, 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: $1.1B••• Locked
Discretionary RAUM: $1.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 25

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•• R• P••••••• I••••••••• I•• L••	Real Estate Fund	$375M	Apr 16, 2026	2	Mar 30, 2023	reported	n/a
B•• R• P••••••• I••••••••• I• L••	Real Estate Fund	$368M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• A••••••••• G•••••••	EXECUTIVE VICE PRESIDENT	Na	yes	06/2022	Mar 30, 2023	Mar 28, 2024
B••••••• C•••••• L••	Owner	E	yes	12/2018	Dec 6, 2019	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••••• R••• E••••• G• I• L••	n/a	n/a	n/a	N	yes	n/a
B••••••• R••• E••••• G• I•• 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
2025

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	$1.1B	$970M	10.9%	$677M	16.7%	25	110	0	0

Relationships

Advises (6)

→ B•• R• P••••••• I••••••••• I• L••Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ B••••••• R••• E••••• P••••••• I• Q• L•Private fundReal Estate Fund, IA
May 5, 2020 to presentfactForm ADV
→ B•• R• P••••••• I••••••••• I•• L••Private fundReal Estate Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ B••••••• R••• E••••• P••••••• I• Q• L•

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 16, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$706M
Occurred
Apr 16, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Apr 16, 2026
Ria principal change
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b5fb07be-f47c-7266-f1fe-76f964bc7c5f
First observed: Dec 6, 2019
Last observed: Apr 16, 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.