DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

B••• O••••• C••••••• L••

CRD 162437

GREENWICH, CT

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Search this name across graphsid dfx:ria:f8653ab4-5250-f45c-3f29-94b598eaa09a

Data as of Mar 24, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 24, 2023 to Mar 24, 2023
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-75402
CRD: 162437
Filings on the tape: 1
First filed: Mar 24, 2023
Latest filed: Mar 24, 2023

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••• O••••• S•••••• L••	Other Private Fund	$1.5M	Mar 24, 2023	2	Mar 29, 2012	reported	021-62169
B••• O••••• S••••• S•• T••••	Other Private Fund	$991,536	Mar 24, 2023

Relationships

Advises (5)

→ B••• O••••• S••••• S•• 2••• T••••Private fundOther Private Fund, ERA
Mar 19, 2014 to presentfactForm ADV
→ B••• O••••• S•••••• L••Private fundOther Private Fund, ERA
Mar 29, 2012 to presentfactForm ADV
→ B••• O••••• S••••• S•• T••••Private fundOther Private Fund, ERA
Mar 29, 2012 to presentfactForm ADV
→ B••• O••••• S••••• S••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8653ab4-5250-f45c-3f29-94b598eaa09a
First observed: Mar 24, 2023
Last observed: Mar 24, 2023 42 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.