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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

B••••••••• R•••••••• E••••• G•••• L••

CRD 316590

TORONTO, ONTARIO

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Search this name across graphsid dfx:ria:e64f7e1e-54bc-dabd-5840-483e2688c449

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 117
Dated events: 11
On other graphs: 2
Observed: Sep 30, 2021 to Aug 5, 2026
14 observations

Across DFX

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

Private Equityidentity

B••••••••• R•••••••• E••••• G•••• L••

Private equity manager · shared crd

Private Creditidentity

B••••••••• R•••••••• E••••• G•••• 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=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=84.0
Regulatory AUM: $99BItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $99B
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; showing 25 of 85

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B•• C••••••• H•••• H••••••• L•••	Private Equity Fund	$6.9B	Aug 14, 2024	7	Mar 31, 2017	reported	n/a
B••• B•• I•• H••••••• A•• L••	Private Equity Fund

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
B••••• J•••••	MANAGING PARTNER, CHIEF ADMINISTRATIVE OFFICER AND G•••••• COUNSEL OF B••••••••• A•••• M••••••••• L••.	Na	yes	01/2018	Sep 30, 2021	Aug 14, 2024
B••••••••• A•••• M••••••••• L••	Shareholder	C	yes	12/2022	Mar 31, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 243

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••••••• A•••• M••••••••• P•• C•••••• L•	n/a	Asset manager	$152B	N	yes	n/a
B•• C••••• A•• I•••••••• S•••••••• A•••••• L••	n/a	I•••ITUTIONAL_MANAGER	$107B	N

Offices

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

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	205	yes
London	n/a	United Kingdom	110	yes
Sydney	n/a	Australia	94	yes
Mumbai	n/a	India	28	no
Singapore

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
2025	$99B	$88B	13.0%	$64B	15.8%	1,072	852	35	33

Relationships

showing 80 of 117

Affiliated with (16)

← B••••••••• P••••• S••••••••• G•••• L••Registered adviserother investment adviser, common control
factForm ADV
← B••••••••• A•••• M••••••••• P•• U•• L••Registered adviserother investment adviser, bank, common control
factForm ADV
→ B••••••••• P••••• S••••••••• G•••• L••Registered adviserother investment adviser, common control
factForm ADV
→ B••••••••• A•••• M••••••••• P•• U•• L••

Dated events

Occurred
Jun 25, 2024
Control person left
Bahir Manios (Managing Partner, Chief Financial Officer Of B••••••••• A•••• M••••••••• L••.) no longer on Schedule A of B••••••••• R•••••••• E••••• G•••• L•• (listed 2024-03-29, absent 2024-06-25)
Form ADVobserved 7 days ago
Occurred
Jun 25, 2024
Control person joined
P Hadley Marshall (Managing Partner And Chief Financial Officer Of B••••••••• A•••• M••••••••• L••.) appeared on Schedule A of B••••••••• R•••••••• E••••• G•••• L••
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
B••••••••• R•••••••• E••••• G•••• L•• reported RAUM $63.9B, up 99% from $32.1B (2022-03-31 to 2023-03-31)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e64f7e1e-54bc-dabd-5840-483e2688c449
First observed: Sep 30, 2021
Last observed: Aug 5, 2026 48 days 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.