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B••••• M••••••••• L••

CandidateClassification candidateLower middle marketSEC registered investment adviser· New York, NYb•••••••••.com

••• Locked

Regulatory AUM
$280M
Form ADV
PE fund assets
$60.2M
Form ADV
PE funds
1
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (1)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShow
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 1 Private Equity Fund(s) among 7 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.06bn Private Equity Fund GAV on the Form ADV filed 2024-03-13
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 1 P•••••• Equity Fund(s) among 7 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Mar 13, 2024
RAUM
$280Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$60.2Mreported gross assets (Form ADV), not fund size
All private fund GAV
$280Mevery private fund type, latest filing
2024 PE fund GAV
$60.2Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
14%
Fund type mix
filed 2024-03-13, latest gav Real Estate Fund $220M, Private Equity Fund $60.2M, latest counts Real Estate Fund 4, Private Equity Fund 1, lifetime distinct Hedge Fund 2, Real Estate Fund 4, Private Equity Fund 1
Employees
4
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
real estate
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
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
N•••••• P•••••• E•••••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$60.2M
as of Mar 13, 2024
no Form DMature
Team
1 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
1 relationships
Placement agents (1)
  • G••••• A••••••• S••••••• L•• 1 shared · one time · last Jan 1, 2012
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. Mar 30, 2012
    B••••• M••••••••• L•• 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••••• M••••••••• L•• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.

RIA and Wealth1Private Credit1Real 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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