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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

B••••• H••• M••••••••• L••

CRD 157838

WELLESLEY H•••S, MA

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Search this name across graphsid dfx:ria:d6c32b12-43f4-bf61-62d6-9dbefd6f70a1

Data as of Oct 27, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 3
Observed: Feb 14, 2012 to Oct 27, 2022
26 observations

Across DFX

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

Private Equityidentity

B••••• H••• M••••••••• L••

Private equity manager · cited, shared crd

Independent Sponsorsidentity

B••••• H••• M••••••••• L••

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

B••••• H••• M••••••••• L••

Manager with allocator commitments · cited, 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: $147MItem 5.F on the latest filing (2022-10-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $147M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••••• H••• C•••••• I• •••• L•••	Private Equity Fund	$72.0M	Mar 28, 2024	23	Feb 14, 2012	reported	021-114282
B••••• H••• C•••••• I•• L•••	Private Equity Fund	$1.5M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••• J•• R•••••• L•	MANAGING PARTNER	C	yes	06/2003	Feb 14, 2012	Oct 27, 2022
D••••••• M•••• H•••••	MANAGING PARTNER	C	yes	06/2003	Feb 14, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN DIEGO	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$147M	$223M	-34.0%	$241M	-15.1%	6	7	1	1

Relationships

Advises (4)

→ B••••• H••• C•••••• I• •••• L•••Private fundPrivate Equity Fund, ERA
Feb 14, 2012 to presentfactForm ADV
→ B••••• H••• C••••••• L•••Private fundPrivate Equity Fund, ERA
Feb 14, 2012 to presentfactForm ADV
→ B••••• H••• C•••••• I•• L•••Private fundPrivate Equity Fund, ERA
Feb 14, 2012 to presentfactForm ADV
→ B••••• H••• C•••••• •••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6c32b12-43f4-bf61-62d6-9dbefd6f70a1
First observed: Feb 14, 2012
Last observed: Oct 27, 2022 47 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.