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••••••••• A•••• M••••••••• L•••

B••••••••• A•••• M••••••••• L•••

CandidateLower middle marketNew York, NYb•••••••••.comSEC registered investment adviser

B••••••••• A•••• M••••••••• L••• specializes in providing its clients with compelling risk-adjusted returns by creating and managing uncorrelated alternative investments with many of the features of fixed-income investments.

Classification
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 2 Private Equity Fund(s) among 10 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 2 Private Equity Fund(s) among 10 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 30, 2011 to Mar 27, 2024
RAUM
$1.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$138Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.8Bevery private fund type, latest filing
2024 PE fund GAV
$138Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
20%
Fund type mix
filed 2024-03-27, latest gav Other Private Fund $1.6B, Private Equity Fund $138M, latest counts Other Private Fund 7, Private Equity Fund 2, lifetime distinct Other Private Fund 8, Private Equity Fund 2
Employees
22
Headquarters
New York, NY
Office address
350 FIFTH AVENUE, SUITE 3100, New York, NY, 10118
Business phone
212-486-0600
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
media telecom
Geography
not stated or not yet read
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
The firm invests in physical longevity risk, longevity-secured private debt, and longevity-backed synthetic assets.
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
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A•• W••••• G•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$119M
as of Mar 27, 2024
no Form DUnknown
B••••••••• L••••••••• F•••••• I• L•
ADV: Private Equity Fund
SPV2022
first reported on Form ADV
$18.5M
as of Mar 27, 2024
no Form DEarly deployment
B••••••••• I• L•••
ADV: Other Private Fund
buyout or unlabelledunknown$7.7M
as of Mar 30, 2017
no Form DWound down
Team
15 current, 3 former
Partner (7)
Platform (5)
3 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
1 relationships
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
1 most recent
  1. Nov 30, 2011
    B••••••••• A•••• M••••••••• L••• first filed Form ADV in the extract (IA)
Across the graphs

B••••••••• A•••• M••••••••• L••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.

Independent Sponsors1RIA and Wealth1Private Credit1

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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