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B• R•••• C•••••• M•••••••••

CandidateClassification candidateLower middle marketSEC registered investment adviser· Los Angeles, CAb•••••••.com

••• Locked

Regulatory AUM
$200M
Form ADV
PE fund assets
$139M
Form ADV
PE funds
2
Form ADV
Investments held
0 of 8
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (16)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 5 Private Equity Fund(s) among 14 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 5 Private Equity Fund(s) among 14 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Mar 25, 2024
RAUM
$200Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$139Mreported gross assets (Form ADV), not fund size
All private fund GAV
$200Mevery private fund type, latest filing
2024 PE fund GAV
$139Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
36%
Fund type mix
filed 2024-03-25, latest gav Hedge Fund $61.5M, Private Equity Fund $139M, latest counts Hedge Fund 2, Private Equity Fund 2, lifetime distinct Hedge Fund 8, Other Private Fund 1, Private Equity Fund 5
Employees
9
Headquarters
Los Angeles, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
8 observed deals
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
majority
Thesis
not stated or not yet read
Observed from deals on record
roles
unknown 8
period
to unknown, from unknown, undated holdings 8, dated observations 0
window
last unknown, first unknown
control
unknown 8
companies
8
geography
investments
8
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share 0.125, value financial services, examples B. R•••• Wealth Management
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.125, value financial services, examples B. R•••• Wealth Management

8 companies on the graph (0 transactions); most in financial services (1); no dated observations

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
I••••••••• X• C•••••• P•••••••• L•• • E• C•••• a• S•••• C••••
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$126M
as of Apr 26, 2022
no Form DWound down
I••••••••• X• C•••••• P•••••••• L•• • S•• C•••• a• S•••• C••••
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$0
as of Apr 26, 2022
no Form DWound down
G••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$138M
as of Mar 25, 2024
no Form DSuccessor fundraising
G••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$1.2M
as of Mar 25, 2024
no Form DHarvest
Team
16 current, 4 former
Vice president (1)
Platform (10)
4 former (kept with end dates)
Portfolio
8 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
B• R•••• S•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B• R•••• W••••• M•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••• M•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G• G••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
m••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U••••• O•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
4 relationships
Placement agents (4)
  • B• R•••• W••••• M••••••••• 2 shared · recurring · last Jan 1, 2022
  • N••••••• S••••••••• C••••••••• 2 shared · recurring · last Jan 1, 2022
  • B• R•••• S••••••••• I••• 2 shared · recurring · last Jan 1, 2018
  • B• R•••• • C••• L•• 1 shared · one time · last Jan 1, 2015
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
  1. Sep 1, 2026
  2. Feb 14, 2012
Across the graphs

B• R•••• C•••••• M••••••••• is the same institution as 2 records in RIA and Wealth and Private Credit.

RIA 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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