DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

B•••••• I••••••••• P••••••• L••

BI PARTNERS LLC, CRD 154252

DARIEN, CT

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Search this name across graphsid dfx:ria:e2e9b172-0e83-a8c6-fd66-f644fafc630b

Data as of Sep 15, 2014 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 16, 2012 to Sep 15, 2014
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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $74.9M••• Locked
Discretionary RAUM: $74.9M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••••• A•••••• I••••••••• S•••••• S••••••••• P••••••••	Hedge Fund	$108M	Mar 20, 2012	2	Mar 16, 2012	dropped	021-128894

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G•••• P••••• L•••••	MANAGING MEMBER	D	yes	05/2009	Mar 16, 2012	Sep 15, 2014
R•••• W••••••• J••••	MANAGING MEMBER	D	yes	05/2009	Mar 16, 2012	Sep 15, 2014

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••• T••••••• L••	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Mar 28, 2014

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2013	$74.9M	$207M	-63.8%	n/a	n/a	3	4	n/a	n/a

Relationships

Controls (2)

← R•••• W••••••• J••••OwnerMANAGING MEMBER, ownership code D, individual
Mar 16, 2012 to presentfactForm ADV
← G•••• P••••• L•••••OwnerMANAGING MEMBER, ownership code D, individual
Mar 16, 2012 to presentfactForm ADV

Owns (1)

← M••••• S••••••••• J•••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 11, 2014 to presentfactForm ADV

Advises (1)

→ M•••••• A•••••• I••••••••• S•••••• S••••••••• P••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e2e9b172-0e83-a8c6-fd66-f644fafc630b
First observed: Mar 16, 2012
Last observed: Sep 15, 2014 146 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.