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.

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Firms / B•••• M••••••••• G•••• L••

B•••• M••••••••• G•••• L••

Buyout firmLower middle marketNew York, NYb•••••••••SEC registered investment adviser

B•••• Investment Group - Empowering Your Financial Journey. Discover our comprehensive investment solutions for optimized portfolios and personalized strategies. Partner with our experienced team for exceptional returns.

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 3 of 4 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.61bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Strategies: REAL ESTATE PE

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 3 of 4 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: May 5, 2016 to Mar 28, 2024
RAUM: $1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 3
PE fund GAV, latest filing: $606Mreported gross assets (Form ADV), not fund size
All private fund GAV: $1.4Bevery private fund type, latest filing
2024 PE fund GAV: $606Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 75%
Fund type mix: filed 2024-03-28, latest gav Real Estate Fund $823M, Private Equity Fund $606M, latest counts Real Estate Fund 1, Private Equity Fund 3, lifetime distinct Real Estate Fund 1, Private Equity Fund 3
Employees: 52
Headquarters: New York, NY
Office address: 180 MAIDEN LANE, SUITE 3202, New York, NY, 10038
Business phone: 212-842-5712

Stated criteria beside observed behaviour

no observed deals yet

Stated by the firm

Sectors: real estate
Geography: United States
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: B•••• invests in Commercial Real Estate "DEQUITY" across the capital stack throughout the United States with a focus in the middle market.

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	Form D sold	Lifecycle
B•• E••••• V•••••••• F•••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$100M as of Mar 28, 2024	no Form D	Unknown
B•• V•••••• 2••• L•• ADV: Private Equity Fund	buyout or unlabelled	2020 year in the fund name	$100M as of Mar 28, 2024	no Form D	Unknown
B•• R••• E••••• F••• I• L••• ADV: Private Equity Fund	Real estate fund	unknown	$406M as of Mar 28, 2024	no Form D	Harvest

Team

4 current, 1 former

Partner (3)

A••••••• J•••• S••••••• · Chief Investment Officer · since Mar 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P••••••• B••••• · Member · since Nov 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T•••• K•• J•••• · Manager · since Dec 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

R•••••• T••••• C•••••• · Managing Director/Chief Compliance Officer · since Mar 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

1 former (kept with end dates)

M••••• B••••• · Non-Member Manager · Dec 1, 2008 to Mar 30, 2018 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

Mar 30, 2026
B•••• M••••••••• G•••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 0 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
May 5, 2016
B•••• M••••••••• G•••• L•• first filed Form ADV in the extract (ERA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-18items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9888888888888889,"evidence":"2 method: sum of component points, capped at 1.0
model score-pe-1
Research priority53 · ELEVATED: as of: 2026-09-18items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-18items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite5 · LOW: as of: 2026-09-18items: [{"code":"STATED_CRITERIA_PUBLISHED","points":0.05,"evidence":"the firm publishemethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness50 · ELEVATED: as of: 2026-09-18items: [{"code":"FIELDS_PRESENT","points":0.5,"evidence":["website","description","fundmethod: sum of component points, capped at 1.0
missing: portfolio, transactions, lenders, intermediaries, lps, cross dfx
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-18items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 31
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

B•••• M••••••••• G•••• L•• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.

RIA 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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