DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

B••••••• L••

B•••••••, CRD 331771

DALLAS, TX

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Search this name across graphsid dfx:ria:d820fb04-3c3a-4a33-87ca-0268eefdf95a

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
On other graphs: 0
Observed: Jun 25, 2024 to Apr 1, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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=0.67 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $192M••• Locked
Discretionary RAUM: $96.3M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $192Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
S••••• K••••••••• V•••••••	n/a	DALLAS, TX	1	13	2	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•••••• E••••••• R••••• P••••••• L••	Hedge Fund	$103M	Apr 1, 2026	2	Mar 30, 2012	reported	n/a
W••••• P••••••• L•	Hedge Fund	$26.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G•••••••• K••••• A••	CHIEF COMPLIANCE OFFICER	Na	yes	05/2024	Jun 25, 2024	Nov 25, 2024
N•••••• M••••••• T•••••	PRINCIPAL AND COO	D	yes	05/2024	Jun 25, 2024	Nov 25, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	100.0%	0	0	0	1	1

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	$192M	$181M	6.3%	n/a	n/a	4	4	0	0

Relationships

Advises (2)

→ B•••••• E••••••• R••••• P••••••• L••Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ W••••• P••••••• L•Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV

Registered with (2)

← S••••• K••••••••• V•••••••Advisorregistration: current employment
Jul 1, 2025 to presentfactForm ADV
←

Dated events

Occurred
Apr 1, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Apr 1, 2026
Ria majority owner change
••• Locked
Form ADVobserved today
Occurred
Apr 1, 2026
Ria ownership band change
••• Locked
Form ADVobserved today
Occurred
Apr 1, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d820fb04-3c3a-4a33-87ca-0268eefdf95a
First observed: Jun 25, 2024
Last observed: Apr 1, 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.