DFX Intelligence
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B••••••••• A•••• M••••••••• P•• U•• L••
CandidateClassification candidateunsizedSEC registered investment adviser· New York, NYb•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $105B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 4
- Placement agents 2
- RAUM $105B
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 9 Private Equity Fund(s) among 273 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- PRIVATE CREDIT, SPECIAL SITUATIONS
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 9 P•••••• Equity Fund(s) among 273 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Aug 6, 2026
- RAUM
- $105Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $66Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 3%
- Fund type mix
- filed 2024-05-21, latest gav Hedge Fund $6.8B, Real Estate Fund $63B, latest counts Hedge Fund 7, Real Estate Fund 155, lifetime distinct Hedge Fund 12, Real Estate Fund 252, Private Equity Fund 9
- Employees
- 1,592
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- 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
13 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I•••• O••••••••• H••••• I• L•• ADV: R••• E••••• Fund | buyout or unlabelled | 2017 first reported on Form ADV | $10.5M as of May 21, 2024 | no Form D | Mature | |
| I•••• R••• E••••• O••••••••• P••••••• L••• ADV: R••• E••••• Fund | Real estate fund | 2014 first reported on Form ADV | $15.7M as of May 21, 2024 | no Form D | Harvest | |
| B••• O••• L•• ADV: R••• E••••• Fund | buyout or unlabelled | unknown | $2.6B as of Mar 31, 2017 | no Form D | Wound down | |
| I•••••• T••••••••• L••• ADV: P•••••• Equity Fund | SPV | unknown | $1.1B as of Apr 8, 2013 | no Form D | Unknown | |
| B••• T••• L•• ADV: R••• E••••• Fund | buyout or unlabelled | unknown | $27.1M as of May 21, 2024 | no Form D | Unknown | |
| B••••••••• B••••• L•••••• F••• I• S••• L••• ADV: Hedge Fund | Credit fund | unknown | $0 as of Apr 2, 2013 | no Form D | Unknown | |
| B••••••••• G••••• T••••• F••• I• ••••••••• P•••• L•• ADV: P•••••• Equity Fund | SPV | unknown | $0 as of Jan 8, 2015 | no Form D | Wound down | |
| B••••••••• R••• E••••• F•••••• F••• I••• L••• ADV: R••• E••••• Fund | Real estate fund | unknown | $0 as of Dec 4, 2020 | no Form D | Wound down | |
| B••••••••• S•••••• S••••••••• I• •••• L••• ADV: P•••••• Equity Fund | Special situations fund | unknown | $0 as of Feb 9, 2023 | no Form D | Wound down | |
| B••••••••• R••• E••••• F•••••• F••• I•• ••••• L•• ADV: R••• E••••• Fund | Real estate fund | unknown | $0 as of Dec 4, 2020 | no Form D | Wound down | |
| B••••••••• J••••• B••••• L•••••• F••• I•• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $0 as of Jan 8, 2015 | no Form D | Wound down | |
| B••• I• •••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $0 as of Jan 8, 2015 | no Form D | Wound down | |
| B••••••••• G••••• T••••• F••• I• L••• ADV: P•••••• Equity Fund | SPV | unknown | $0 as of Jan 8, 2015 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| B•• I• A•• L••• | P•••••• Equity Fund | 2018 to 2022 | $40.7M filed Sep 12, 2022 | adviserinfo.sec.gov | |
| B••••••••• S•••••• S••••••••• I•• L••• | P•••••• Equity Fund | 2012 to 2022 | $5.2M filed Sep 12, 2022 | adviserinfo.sec.gov |
Team
8 current, 20 former
Managing partner (4)
- A••• R••••• · Managing Partner · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• W•••••• K••••••• · Chief Executive Officer, R••• E••••• · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• B•••• F•••• · M••••••• P•••••• A•• C•••• E•••••••• O•••••• O• B••••••••• C••••••••• A•• B••••••••• A•••• M••••••••• L••• · since Mar 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• F••••••••• · Managing Partner And Chief Compliance Officer · since Sep 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- L••••• G•••• B•••• · Chief Investment Officer · since Nov 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- J••••• B•••• · Chief Administrative Officer And General Counsel · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••••• G•••••• · Chief Financial Officer · since Feb 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• P••••• · Chief Operating Officer · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
20 former (kept with end dates)
- A•••• S••• · Managing Partner · Mar 1, 2017 to Mar 30, 2018 Inference
- B•••• S••••• B••••••• · Director, President And Treasurer · Jul 1, 2009 to Mar 30, 2016 Inference
- B•••• S••••• B••••••• · M••••••• P•••••• O• B••••••••• A•••• M••••••••• I••• · Jan 1, 2010 to Mar 31, 2021 Inference
- B•••• D•••••• L••••• · M••••••• P••••••• V••• C••••••• O• B••••••••• A•••• M••••••••• I••• · Mar 1, 2002 to Mar 31, 2021 Inference
- D•••• D•••••• A••••• · Managing Partner · Jul 1, 2015 to Mar 30, 2018 Inference
- J•• R••••• C•••••••• · Managing Partner · Jan 1, 2017 to Mar 30, 2018 Inference
- J•••••• M•••• B•••••• · Senior Managing Partner Of B••••••••• A•••• M••••••••• · Jan 1, 2003 to Mar 30, 2018 Inference
- J••• M••••• S••••••••• · Managing Partner · Jan 1, 2008 to Mar 31, 2023 Inference
- J••••• S••••• F••••••• · S••••• M••••••• P•••••• O• B••••••••• A•••• M••••••••• I••• · Apr 1, 2003 to Mar 31, 2017 Inference
- L••• P•••••• · M••••••• P•••••• • C•••• O•••••••• O•••••• O• B••••••••• A•••• M••••••••• I••• · Aug 1, 2016 to Mar 31, 2023 Inference
- L••••• G•••• B•••• · Managing Partner · Jan 1, 2017 to Mar 30, 2018 Inference
- M••••• G••••••• · Managing Partner · Jul 1, 2015 to Mar 30, 2018 Inference
- R•••••• B• C•••• · Chairman · Nov 1, 2015 to Mar 31, 2021 Inference
- S••••• S••• · Managing Partner, Chief Investment Officer · Jan 1, 2014 to Mar 31, 2023 Inference
- S••••• F•••••• · Managing Partner · Apr 1, 2016 to Mar 30, 2018 Inference
- B•••• K•••••• D•••• · Chief Financial Officer · Jul 1, 2015 to Mar 31, 2022 Inference
- D••• S•••• · Chief Compliance Officer · Sep 1, 2011 to Nov 15, 2013 Inference
- B•••• M•••••• F•• · Director · Sep 1, 2016 to Mar 30, 2018 Inference
- D•••• J••••• S•••••• · Director · Nov 1, 2010 to Mar 30, 2016 Inference
- J••• M••••• S••••••••• · Director · Jul 1, 2015 to Mar 31, 2017 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
2 relationships
Placement agents (2)
- S•••••• S••••••••• 2 shared · recurring · last Jan 1, 2013
- B••••••••• P•••••• A••••••• L•• 2 shared · recurring · last Jan 1, 2013
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
- Mar 30, 2012••• Locked
Across the graphs
B••••••••• A•••• M••••••••• P•• U•• L•• is the same institution as 4 records in Venture Capital, RIA and Wealth, Private Credit and Real Estate Funds.
Venture Capital1RIA 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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