DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

B••••••••• P•••••••••

B••••••••• SERVICES, L.L.C., CRD 309668

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d31b70a3-831f-db34-7eda-f89fb1e17616

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 50
Dated events: 8
On other graphs: 1
Observed: Aug 7, 2020 to Mar 31, 2026
12 observations

Across DFX

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

Real Estate Fundsidentity

B••••••••• P•••••••••

Real estate fund 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=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.7B••• Locked
Discretionary RAUM: $2.7B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 94

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••••••• P••••••••• G••••• P•••••••• I• L•••	Real Estate Fund	$992M	Mar 31, 2026	96	Dec 11, 2020	reported	021-376474
B••••••••• P••••••••• I••••• P••••••••• L•••	Real Estate Fund	$779M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••••• H••••	Trusttee	F	yes	06/1996	Aug 7, 2020	May 2, 2024
B••• O••••••• H••••••• L••	MEMBER MANAGER	E	yes	06/2019	Aug 7, 2020	May 2, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T•••••• S••••• P••••••••• L•••	n/a	Asset manager	$15B	N	yes	n/a
S•••••••• C•••••• M••••••••• C•• L••	n/a	Asset manager	$1.1B	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	5	no
SAN DIEGO	CA	United States	4	no
London	n/a	United Kingdom	4	no
Boston	Ma	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 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	$2.7B	$2.6B	5.4%	$2.8B	-1.7%	94	86	5	4

Relationships

Affiliated with (2)

→ T•••••• S••••• P••••••••• L•••Registered adviserother investment adviser, common control
factForm ADV
→ S•••••••• C••••••Registered adviserother investment adviser, common control
factForm ADV

Advises (20)

→ H•••• A•••••• C••••••••• L•••Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ T•• A•••••• C••••••••• L•••

Dated events

Occurred
Mar 31, 2026
Private fund first reported
••• Locked
Form ADVobserved today
0 USD_GAV
Occurred
Mar 31, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$418M
Occurred
Jan 30, 2024
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 31, 2023

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d31b70a3-831f-db34-7eda-f89fb1e17616
First observed: Aug 7, 2020
Last observed: Mar 31, 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.

Controls (28)

← C•••• L•••••• S••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Aug 7, 2020 to May 2, 2024factForm ADV
← H•••••••• S••••• G•••••OwnerCHIEF BUSINESS OFFICER, ownership code NA, individual
Mar 31, 2023 to May 2, 2024factForm ADV
← S•••••• J••••• I•••••OwnerCHAIRMAN, ownership code C, individual
Aug 7, 2020 to May 2, 2024factForm ADV
← S•••••• R•••••• J••••••OwnerPRESIDENT, CHIEF EXECUTIVE OFFICER, ownership code E, individual
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••••••• A•••OwnerTRUSTEE, ownership code F, individual
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••••••• A•••• S•••••OwnerTRUSTEE, ownership code F, individual
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••••••• R••••••OwnerTRUSTEE, ownership code F, individual
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••••••• R••••••• R••••OwnerTRUSTEE, ownership code F, individual
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••••••• D•••••OwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Aug 7, 2020 to May 2, 2024factForm ADV
← A•••••••• H••••OwnerTRUSTTEE, ownership code F, individual
Aug 7, 2020 to May 2, 2024factForm ADV
← D••••••• D•••••• W••••••OwnerCHIEF INVESTMENT OFFICER AND EXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 31, 2022 to May 2, 2024factForm ADV
← W••••• J•••••••• L••••OwnerSENIOR VICE PRESIDENT, LEGAL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 30, 2024 to May 2, 2024factForm ADV
← B••• O••••••• H••••••• L••OwnerMEMBER MANAGER, ownership code E, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••• B••••••••• H••••••• L••OwnerMEMBER MANAGER, ownership code E, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••• B••••••••• O••••••• H••••••• L••OwnerMEMBER MANAGER, ownership code C, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••• B••••••••• O••••••• L••OwnerMEMBER MANAGER, ownership code D, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← K••••• J•••••• A••••OwnerTRUSTEE, ownership code F, individual
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••• C•••••• L••OwnerMEMBER MANAGER, ownership code E, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••• L••••• I• T••••OwnerB••••• R••••• W•••••••• L••, ownership code D, domestic entity
Mar 31, 2022 to May 2, 2024factForm ADV
← B••••• L••••• T••••OwnerMEMBER, ownership code D, domestic entity
Mar 31, 2022 to May 2, 2024factForm ADV
← B••••• R••• E••••• L••OwnerMEMBER MANAGER, ownership code E, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← B••••• R••••• W•••••••• L••OwnerMEMBER, ownership code C, domestic entity
Mar 31, 2022 to May 2, 2024factForm ADV
← B••••••••• F••••• T••••OwnerTRUST, ownership code E, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← S•••••• T•••• ••••• I•••••••••OwnerTRUST, ownership code C, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← S••••• L•••••• P•••••• C••• I•••OwnerL•••••• PARTNER, ownership code C, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← T•••••• S••••• P••••••••• I•••OwnerGENERAL PARTNER, ownership code D, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← T•••••• S••••• P••••••••• L•••OwnerMEMBER MANAGER, ownership code E, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV
← T•• B••••••••• S•••••••• L•••••OwnerMEMBER MANAGER, ownership code D, domestic entity
Aug 7, 2020 to May 2, 2024factForm ADV