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••••• F•••••••• A•••••••

B••••• F•••••••• A•••••••

Fund of funds · probableLower middle marketCollege Station, TXb•••••.comSEC registered investment adviser

B••••• F•••••••• A••••••• is a fee-only fiduciary financial planning firm for university professors, federal employees, business owners, and families with special needs. Based in College Station, TX.

Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Size band
Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-05-06
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 7, 2011 to May 6, 2024
RAUM
$705Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$6.3Mreported gross assets (Form ADV), not fund size
All private fund GAV
$6.3Mevery private fund type, latest filing
2024 PE fund GAV
$6.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-05-06, latest gav Private Equity Fund $6.3M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
Employees
13
Headquarters
College Station, TX
Office address
1611 CRESCENT POINTE PARKWAY, College Station, TX, 77845
Business phone
979-260-9771
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
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
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
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
B•• A••••••••• F••• 1• L•••
ADV: Private Equity Fund
Fund of fundsunknown$6.3M
as of May 6, 2024
no Form DHarvest
Team
3 current, 1 former
1 former (kept with end dates)
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
7 most recent
  1. Sep 17, 2026
    This Bond Market Indicator Suggests Inflation Could Be Coming. Here’s How to Protect Your Investments
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Sep 17, 2026
  3. Sep 17, 2026
    With planning down pat, (Registered Investment Advisors) learn their Ps and Qs,
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Sep 17, 2026
    An Underused Tax-Free Investment Account Amps Up in the New Year
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. May 12, 2026
    B••••• F•••••••• A•••••••: Private Equity Funds on Form ADV 1 (2024 extract) -> 0 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  6. Jan 29, 2021
    Local financial experts explain GameStop stock market situation, best investment strategies
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Nov 7, 2011
    B••••• F•••••••• A••••••• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

B••••• F•••••••• A••••••• is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

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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