DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / B•••••• G••••• A•••••••• L••
B•••••• G••••• A•••••••• L••
Fund of funds · probableLower middle marketBoston, MAb•••••••••.comSEC registered investment adviser
B•••••• Global Advisors provides investment solutions and family office services for venture capital and private equity executives.
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.06bn Private Equity Fund GAV on the Form ADV filed 2024-07-02
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Jul 2, 2024
- RAUM
- $4.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $63.0Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $63.0Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 4%
- Fund type mix
- filed 2024-07-02, latest gav Hedge Fund $586M, Real Estate Fund $854M, Other Private Fund $470M, Private Equity Fund $63.0M, Venture Capital Fund $234M, latest counts Hedge Fund 16, Real Estate Fund 17, Other Private Fund 13, Private Equity Fund 3, Venture Capital Fund 12, lifetime distinct Hedge Fund 29, Real Estate Fund 19, Other Private Fund 17, Private Equity Fund 3, Venture Capital Fund 12
- Employees
- 35
- Headquarters
- Boston, MA
- Office address
- 260 FRANKLIN STREET, SUITE 1510, Boston, MA, 02110
- Business phone
- 617-948-3800
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- life sciences, real estate, technology
- Geography
- Canada
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•• H•••••• F•••• L•• • S••••••• V•• S••••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $26.4M as of Jul 2, 2024 | no Form D | Unknown | |
| B•• H•••••• F•••• L•• • T••• S••••• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $30.2M as of Jul 2, 2024 | no Form D | Unknown | |
| B•• H•••••• F•••• L•• • A••••• S••••• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $6.4M as of Jul 2, 2024 | no Form D | Mature |
Team
9 current, 9 former
Managing partner (1)
- J••• M• O••••••• · Ceo, Co-Cio, Manager, Director · since Apr 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- A•••••••• R•••••• C••• · Member · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••••• C••••• D•••••••• · Member · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• R••••••••• · Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H••••• M•••••••• · Member · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- C•••• H••••• · Director (4/2018) · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••••• L•••••• B••••• · Director · since Apr 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- D••••• L•••• B•••• · Cco (3/2013), Cfo (4/2011), Director (1/2023) · since Apr 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• D•••••• · Coo (4/2011), Director Of Tax & Estate Planning (4/2011), Director (1/2023) · since Apr 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
9 former (kept with end dates)
- K•••••• P• L••••• · Member, Preferred Shareholder · Apr 1, 2011 to Mar 29, 2019 Inference
- O••••• D••••• C•••• · Member, Preferred Shareholder · Apr 1, 2011 to May 13, 2022 Inference
- R•••••• F•••••• · Member, Preferred Shareholder · Apr 1, 2011 to May 13, 2022 Inference
- R••••• D•••• T••••• · Member, Preferred Shareholder · Apr 1, 2011 to Mar 25, 2021 Inference
- S•••• R•••••• T•••• · Member, Preferred Shareholder · Apr 1, 2011 to May 13, 2022 Inference
- C•••• H••••• · Cco · Apr 1, 2011 to Mar 22, 2013 Inference
- A•••••••• R•••••• C••• · Director Of Investments · Sep 1, 2012 to Mar 29, 2020 Inference
- M•••• Y••• G•••••• S•••••••• · Director Of Investments · Dec 1, 2018 to Mar 29, 2020 Inference
- T••••• J••••• C••••• · Director (7/2018), Member (4/2011) · Apr 1, 2011 to Mar 31, 2023 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
- Jun 30, 2026B•••••• G••••• A•••••••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 7 (roster 2026-09-01)
- Feb 10, 2012B•••••• G••••• A•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
B•••••• G••••• A•••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Real Estate Funds.
Venture Capital1Independent Sponsors1RIA and Wealth1Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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