DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B••• T•••• C•••••• L•

CRD 288110

NEW YORK, NY

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Search this name across graphsid dfx:ria:c4a827ae-e9b3-6ecd-97a0-f716a979c764

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 11
On other graphs: 3
Observed: Jun 20, 2017 to Apr 29, 2026
25 observations

Across DFX

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

Private Equityidentity

B••• T•••• C•••••• L•

Private equity manager · shared crd

Independent Sponsorsidentity

B••• T•••• C•••••• L•

Capital provider to sponsors · shared crd

Private Creditidentity

B••• T•••• C•••••• L•

Private credit manager · 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=0.99 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $8.6B••• Locked
Discretionary RAUM: $8.6B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 46

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••• T•••• C••••• O••••••••• F••• I•• L•	Private Equity Fund	$1.4B	Dec 20, 2024	144	Apr 19, 2022	reported	021-440122
B••• T•••• C••••• O••••••••• F••• I• L•	Private Equity Fund	$1.1B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••• T•••• C•••••• G• L••	GENERAL PARTNER	Na	yes	04/2017	Jun 20, 2017	Dec 20, 2024
G••••• K••••• P•••	CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER	E	yes	04/2017	Jun 20, 2017	Dec 20, 2024

Affiliates (Item 7.A)

••• Locked

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

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	$8.6B	$8.2B	4.8%	$5.8B	13.5%	46	38	0	0

Relationships

Advises (10)

→ B••• T•••• O••••••• C••••• O••••••••• M••••• F••• I•• L•Private fundPrivate Equity Fund, IA
Aug 11, 2022 to presentfactForm ADV
→ B••• T•••• C••••• O••••••••• S• M••••• F••• L•Private fundPrivate Equity Fund, IA
Mar 31, 2018 to presentfactForm ADV
→ B••• T•••• C••••• O••••••••• U•••••••• F••• I•• L•Private fundPrivate Equity Fund, IA
Mar 3, 2023 to presentfactForm ADV
→ B••• T•••• O••••••• C••••• O••••••••• M••••• F••• I• L•

Dated events

Occurred
Dec 20, 2024
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 3, 2023
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$2.4B
Occurred
Mar 30, 2022
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$1.2B
Occurred
Dec 10, 2021
Control person joined

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4a827ae-e9b3-6ecd-97a0-f716a979c764
First observed: Jun 20, 2017
Last observed: Apr 29, 2026 4 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.