DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••• A•••••••
Wealth manager with institutional or fund businessBaltimore, MarylandCRD 110181SEC 801-38826websiteIAPD
Legal name B•••• A••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 16, 2012 · 46 filings
SEC status approved since Jun 7, 1991
RAUM
$124B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
39%
$49B individuals and HNW
Advisors
25
registered through the firm on IAPD
RAUM per advisor
$5.0B
derived; firm RAUM over IAPD count
Employees
782
272 advisory (5.B.1)
Offices
13
beyond the principal office
Private funds
3
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$124B as of Mar 31, 2026
Mar 16, 2012$19B then
HNW client RAUM$49B as of Mar 31, 2026
Mar 28, 2018$16B then
State-registered IARs (5.B.3)22 as of Mar 31, 2026
Mar 16, 20120 then
Employees (5.A)782 as of Mar 31, 2026
Apr 1, 2013276 then
Private funds3 as of Mar 31, 2026
Mar 16, 201280 then
RAUM +2.0% over the last fiscal year+8.1% a year over threeIARs 23 to 22
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $5.0BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 129derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $19.6MderivedHNW RAUM over HNW clients
- Average account
- $4.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 17%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 31.3derivedItem 5.A over advisors
- Advisors per office
- 1.8derived14 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- -4.3%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.5%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $66B, 3,461 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$49B39%
- Investment companies$24B20%
- Charitable organizations$16B13%
- Pooled investment vehicles$16B13%
- Corporations and businesses$8.5B6.8%
- Other investment advisers$5.5B4.4%
- State and municipal entities$2.7B2.2%
- Pension and profit-sharing plans$2.5B2.0%
- Individuals$241M0.2%
- Insurance companies$145M0.1%
- Individual clients
- 745reported
- HNW clients
- 2,484reported
- Pension plan clients
- 57reported
- Charitable clients
- 683reported
- Accounts
- 26,390reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $3.2B managedreported
- Custody of client assets
- $66B for 3,461 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.39 fund_share=0.37 institutional_share=0.17 related_bd=false related_bank=true bd_reps=7.0derived
Advisors registered through the firm
25 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G••• M••••• L••••••••• | Bethesda, Md | 1•••-03-16 | 29 y | 0 |
| R•••••• G• M•••••• | Bethesda, Md | Jan 3, 2005 | 32 y | 0 |
| J••• T••••••• B•••• | Bethesda, Md | Jan 3, 2005 | 36 y | 0 |
| M•••••• L•••• F•••Chartered Financial Analyst | Baltimore, Md | Mar 29, 2012 | 39 y | 1 |
| R••••• H•••••••• V•••••Chartered Financial Analyst | Baltimore, Md | Mar 29, 2012 | 39 y | 1 |
| B•••• E••••• G•••••Chartered Financial Analyst | Baltimore, Md | Mar 29, 2012 | 19 y | 1 |
| J••• F•••••• C•••••••• | Baltimore, Md | Apr 9, 2012 | 20 y | 2 |
| K•••••• M•••• S•••••Chartered Financial Analyst | Baltimore, Md | Apr 9, 2012 | 25 y | 1 |
| G••••••• R• B• C••••Chartered Financial Analyst | Baltimore, Md | Apr 9, 2012 | 24 y | 1 |
| J••• W••••••• K•••••••Chartered Financial Analyst | Baltimore, Md | Apr 26, 2012 | 28 y | 1 |
| T•••••• W••••• H•••••••Chartered Financial Analyst | Baltimore, Md | Jun 7, 2012 | 32 y | 0 |
| D•••• B•••• H•••••Chartered Financial Analyst | Baltimore, Md | Jun 7, 2012 | 24 y | 0 |
| D•••• P•••• N••••••Chartered Financial Analyst | Baltimore, Md | Jun 7, 2012 | 25 y | 0 |
| D•••• B•••• P•••••Chartered Financial Analyst | Baltimore, Md | Jun 7, 2012 | 28 y | 0 |
| P••• J••••• C•••Chartered Financial Analyst | Baltimore, Md | Jun 7, 2012 | 31 y | 0 |
| K••••• F•••Chartered Financial Analyst | Baltimore, Md | Jun 7, 2012 | 17 y | 0 |
| E•••• L••••• P•••• | Baltimore, Md | Oct 23, 2012 | 25 y | 1 |
| E••••• X••••• T••• | Baltimore, Md | Feb 20, 2014 | 34 y | 0 |
| J••••• O••••• | Baltimore, Md | Oct 8, 2015 | 42 y | 2 |
| I•• P•••••• M••••••Chartered Financial Analyst | Baltimore, Md | Sep 9, 2016 | 17 y | 2 |
| E•••••• C•••••••• K•••••• | Austin, Tx | Sep 9, 2016 | 12 y | 1 |
| J•• K••••••••• J•••••Certified Financial Planner | Baltimore, Md | Sep 15, 2016 | 25 y | 5 |
| B•••••• K•••• N••••Chartered Financial Analyst | New York, Ny | May 31, 2017 | 25 y | 1 |
| C••••••••• C• H•••••••Certified Financial Planner | Baltimore, Md | Jun 20, 2017 | 12 y | 1 |
| C•••• K••••• | Austin, Tx | Jun 11, 2019 | 10 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount4 left over 36 months
Left, latest
- J•••••• J•••• K•••• to J••• M••••• S••••••••• L••Jan 21, 2025 · RIA TO WIREH••••
- E••• G•••• C•••• to O•••••••• C••••••• L••Jan 8, 2025 · RIA to a newly registered adviser
- M•••• P• S••••••••• to C•••••••Jan 2, 2025 · Other
- T••••• M••••• B•••• to J••• M••••• S••••••••• L••Jan 6, 2024 · RIA TO WIREH••••
- J••••••• L•• L••• to O•••••••• C••••••• L••Dec 16, 2022 · RIA to a newly registered adviser
- J••• G• S••••• to S•• W•••••Dec 1, 2022 · RIA to RIA
- T••••• D•••••• D•••• G•••• to F••••Oct 5, 2022 · RIA to RIA
- K•••••••• S••••••••• to S•••• C••• A•••••••• L••Jul 18, 2019 · RIA to RIA
- A•••• D•••••• H•••• to M••••• S••••••Jul 8, 2019 · RIA TO WIREH••••
- B•••• J• W•••• to B••••• F•••••••• M••••••••• L••Mar 12, 2018 · Other
- J••••• C• B••••••• to J••• M••••• S••••••••• L••May 9, 2017 · Other
Joined, latest
- C•••• K••••• from D••••••••• F••• A••••••• L•Jun 11, 2019 · Other
- A••••• B•••••• G••• from A••••••••• F•••••••• S•••••••• L••Dec 31, 2018 · Affiliated broker-dealer or bank to independent RIA
- K•••••••• S••••••••• from S•••• C••• A•••••••• L••Oct 31, 2018 · Other
- J•••••• J•••• K•••• from E•••• V•••• M•••••••••Jul 7, 2017 · Other
- C••••••••• C• H••••••• from H•••••••• C••••••Jun 20, 2017 · Other
- B•••••• K•••• N•••• from H•••••••• C••••••May 31, 2017 · Other
- B•••• J• W•••• from H•••••••• C••••••May 26, 2017 · Other
- J••• G• S••••• from F••••• N•••• F•••••• D•••••• I•••••••••Oct 7, 2016 · Other
- J•• K••••••••• J••••• from M••••• S••••••Sep 15, 2016 · Other
- I•• P•••••• M•••••• from B••••••• W••••• M••••••••• L••Sep 9, 2016 · Other
- E•••••• C•••••••• K•••••• from B••••••• W••••• M••••••••• L••Sep 9, 2016 · Other
- E••• G•••• C•••• from O•••• A•••••••• L••Aug 4, 2016 · Other
- J••••••• L•• L••• from O•••• A•••••••• L••Aug 4, 2016 · Other
- A•••• D•••••• H•••• from S•••• B•••••• A•••• M••••••••• L••Nov 8, 2013 · Other
- J••••• C• B••••••• from A••••••••• L•••Jun 4, 2013 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 14 joined from B•••• A•••••••Dec 31, 2018 · Norfolk, Va · Firm absorbed
- 3 joined from H•••••••• C••••••May 26, 2017 · New York, Ny · Firm absorbed
- 2 joined from O•••• A•••••••• L••Aug 4, 2016 · Austin, Tx
Private funds
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••• A••••••• G••••• F•••• M••••• F••• L••• | Other Private Fund | $617M | 2 | Mar 30, 2021 |
| B•••• A••••••• G••••• F•••• O••••••• F••• L•• | Other Private Fund | $350M | 48 | Mar 30, 2021 |
| B•••• A••••••• G••••• F•••• O•••••• F••• L• | Other Private Fund | $270M | 45 | Mar 30, 2021 |
| B•••• A••••••• F••••••••• L••••••••• L••no longer reported | H•••• Fund | $104M | 151 | Mar 16, 2012 |
| B••••••••• D••••• C•••••• P•••••••• L•no longer reported | Other Private Fund | $65.7M | 151 | Mar 16, 2012 |
| B•••• A••••••• G••••• S••••• L•••no longer reported | H•••• Fund | $16.8M | 69 | Mar 16, 2012 |
| W•••••• H•••• F•••• L•••no longer reported | H•••• Fund | $11.9M | 24 | Mar 16, 2012 |
| B•••• A••••••• G••••• F•••• F•••• L•••no longer reported | H•••• Fund | $11.7M | 12 | Mar 28, 2018 |
| B•••• A••••••• E••••••• M•••••• L•••no longer reported | H•••• Fund | $9.1M | 38 | Mar 16, 2012 |
| B•••• A••••••• L•••• A••••••• F•••• L•••no longer reported | H•••• Fund | $2.4M | 11 | Mar 30, 2020 |
| B•••• A••••••• I•••••••• 2••••••••• P•••• L•••no longer reported | Private Equity Fund | $12,762 | 30 | Mar 16, 2012 |
| B•••• A••••••• I•••••••• 2••••••••• P•••••••• L•••no longer reported | Private Equity Fund | $11,061 | 29 | Mar 16, 2012 |
| B•••• S•••••• I•••••••• I•• L••no longer reported | Other Private Fund | $0 | 4 | Apr 1, 2013 |
| B•••• A••••••• I•••••••• 2•••••••• E••••• I• L•••no longer reported | Private Equity Fund | $0 | 7 | Mar 16, 2012 |
| B•••• A••••••• I•••••••• S•••••• L••no longer reported | Other Private Fund | $0 | 4 | Apr 1, 2013 |
| B•• S••••••••• I••••••••• L•••no longer reported | Private Equity Fund | $0 | 48 | Mar 16, 2012 |
| B•••• V•••••• I•••••••• L• • S••••• 1••• • A••no longer reported | Private Equity Fund | $0 | 24 | Mar 16, 2012 |
| B•••• A••••••• I•••••••• 2•••••••• I• L•••no longer reported | Private Equity Fund | $0 | 24 | Mar 16, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• J••••• P••••••• · Deputy General Counsel & Chief Compliance Officercontrolsince 03/2023 · owns less than 5%
- F••••••••• V••••• · Chief Compliance Officercontrolsince 05/2025 · owns less than 5%
- H•••••• M••••••• D•••• · Co-President & Co- Ceocontrolsince 02/2025 · owns less than 5%
- P•••••• S••••••• M•••• · Chief Financial Officer Ceocontrolsince 05/2024 · owns less than 5%
- R•••••• B••••• D•••• · General Counselcontrolsince 04/2010 · owns less than 5%
- W••••• W••••••• O••••• · Chief Operating Officercontrolsince 06/2023 · owns less than 5%
Entity owners
- B•••• A••••••• M••••••••• L•• · Holding Company And Managing Memeberdirect · owns 75% or more
- B•••• A••••••• G•••• H••••••• L•• · Holding Companyindirect · owns 25% to 50% of B•••• A••••••• M••••••••• L••
- B•••• A••••••• I••••••••• · Unit Holder And Managing Memberindirect · owns F of B•••• A••••••• M••••••••• L••
Related persons
Schedule D 7.A
- B•••••••• L•••• I••••••••• L••investment adviserpooled vehicle sponsorn
- B•••• A••••••• •••••••• L•••pooled vehicle sponsorn
- B•••• A••••••• ••••••••• P••• L••investment advisern
- B•••• A••••••• I••••••••• S•••••••• G•••• L••investment adviserbankpooled vehicle sponsornRAUM $9.8B
- B•••• A••••••• L•••investment advisernRAUM $27B
- B•••• A••••••• T•••• C•••••• O• D•••••••• L••n
- B•••• I••••••••• A••••••• • T•••• C••••••n
- B•••• S••••• J•• L••investment advisern
- N•••••• O••••••••• F••• G•• L••investment adviserpooled vehicle sponsorn
- N•••••• V•••••• F••• I••• G• L••investment adviserpooled vehicle sponsorn
- N•••••• V•••••• P••••••• L••investment adviserpooled vehicle sponsorn
- N•••••• V••••••• F••• I• G•• L••investment adviserpooled vehicle sponsorn
- N•••••• V••••••• F••• I• G•• L••investment adviserpooled vehicle sponsorn
- B•••• A•••••••investment adviserbankpooled vehicle sponsornRAUM $7.6B
Advisers that list B•••• A••••••• as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Baltimore, Md · principal | 21 | 0 | 0 | ||
| Austin, Tx | 3 | 0 | 0 | ||
| Bethesda, Md | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Washington, Dc, DC39 employees
- B•••••, MA37 employees
- New York, NY26 employees
- Austin, TX17 employees
- Centreville, DE8 employees
- Nashville, TN4 employees
- Chapel Hill, NC4 employees
- Richmond, VA3 employees
- San F••••••Co, CA3 employees
- Charlottesville, VA2 employees
- Norfolk, VA2 employees
- Charlotte, NC2 employees
- , 1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- high employee count relative to advisorsStatic outlier · filing Mar 31, 2026employees per registered advisor of 31.3 against a peer median of 2.4 (67 comparable advisers, 100.0th percentile, 22.1 robust deviations)peers: independent wealth managers, $20B and over (67) · 100% percentile
- control person changedChange between filings · filing Mar 31, 2026F••••••••• V••••• (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-05-17 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Mar 31, 2026C••••••• J••••• P••••••• (DEPUTY GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-05-17 and 2026-03-31peers: independent wealth managers, $20B and over (84)
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 3.0% to 96.0% between the annual amendments of 2025-03-27 and 2026-03-31peers: independent wealth managers, $20B and over (84)
What changed
consecutive filings, newest first
- Accounts · 24,921 to 26,390Jun 11, 2025 to Mar 31, 2026
- Advisory employees · 269 to 272Jun 11, 2025 to Mar 31, 2026
- BD registered reps · 0 to 7Jun 11, 2025 to Mar 31, 2026
- Charity clients · 645 to 683Jun 11, 2025 to Mar 31, 2026
- Corporate clients · 172 to 363Jun 11, 2025 to Mar 31, 2026
- HNW clients · 2,357 to 2,484Jun 11, 2025 to Mar 31, 2026
- Individual clients · 734 to 745Jun 11, 2025 to Mar 31, 2026
- Pension plan clients · 68 to 57Jun 11, 2025 to Mar 31, 2026
- Assets in custody · $57B to $66BJun 11, 2025 to Mar 31, 2026
- Employees · 733 to 782Jun 11, 2025 to Mar 31, 2026
- State-registered IARs · 23 to 22Jun 11, 2025 to Mar 31, 2026
- Discretionary RAUM · $118B to $119BJun 11, 2025 to Mar 31, 2026
- HNW RAUM · $44B to $49BJun 11, 2025 to Mar 31, 2026
- Individual RAUM · $243M to $241MJun 11, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $3.9B to $5.1BJun 11, 2025 to Mar 31, 2026
- Pension RAUM · $3.3B to $2.5BJun 11, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $16B to $16BJun 11, 2025 to Mar 31, 2026
- RAUM · $122B to $124BJun 11, 2025 to Mar 31, 2026
- Wrap assets (manager) · $4.0B to $3.2BJun 11, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0May 29, 2025 to Jun 11, 2025
- Discretionary RAUM · $3.9B to $118BMay 29, 2025 to Jun 11, 2025
- Non-discretionary RAUM · $118B to $3.9BMay 29, 2025 to Jun 11, 2025
- Accounts · 23,317 to 24,921Feb 27, 2025 to Mar 27, 2025
- Advisory employees · 267 to 269Feb 27, 2025 to Mar 27, 2025
- Charity clients · 625 to 645Feb 27, 2025 to Mar 27, 2025
- Corporate clients · 170 to 172Feb 27, 2025 to Mar 27, 2025
- HNW clients · 2,131 to 2,357Feb 27, 2025 to Mar 27, 2025
- Individual clients · 900 to 734Feb 27, 2025 to Mar 27, 2025
- Pension plan clients · 72 to 68Feb 27, 2025 to Mar 27, 2025
- Assets in custody · $46B to $57BFeb 27, 2025 to Mar 27, 2025
- Employees · 657 to 733Feb 27, 2025 to Mar 27, 2025
- State-registered IARs · 26 to 23Feb 27, 2025 to Mar 27, 2025
- Other offices · 14 to 13Feb 27, 2025 to Mar 27, 2025
- Discretionary RAUM · $97B to $3.9BFeb 27, 2025 to Mar 27, 2025
- HNW RAUM · $37B to $44BFeb 27, 2025 to Mar 27, 2025
- Individual RAUM · $296M to $243MFeb 27, 2025 to Mar 27, 2025
- Non-discretionary RAUM · $12B to $118BFeb 27, 2025 to Mar 27, 2025
- Pension RAUM · $3.1B to $3.3BFeb 27, 2025 to Mar 27, 2025
- Pooled vehicle RAUM · $13B to $16BFeb 27, 2025 to Mar 27, 2025
- RAUM · $108B to $122BFeb 27, 2025 to Mar 27, 2025
Signals
17 dated events
- J•••••• J•••• K•••• left B•••• A••••••• for J••• M••••• S••••••••• L•• (registered 2024-09-11)Jan 21, 2025 · Advisor changed firm · fact
- E••• G•••• C•••• left B•••• A••••••• for O•••••••• C••••••• L•• (registered 2024-05-15)Jan 8, 2025 · Advisor changed firm · fact
- M•••• P• S••••••••• left B•••• A••••••• for C••••••• (registered 2025-01-02)Jan 2, 2025 · Advisor changed firm · fact
- M•••••• D•••• C•••••••• (Chief Financial Officer) no l•••er on Schedule A of B•••• A••••••• (listed 2024-03-28, absent 2024-05-17)May 17, 2024 · Control person left · inference
- M•••• S•••••• P••••• (Chief Financial Officer) appeared on Schedule A of B•••• A•••••••May 17, 2024 · Control person joined · fact
- T••••• M••••• B•••• left B•••• A••••••• for J••• M••••• S••••••••• L•• (registered 2024-09-18)Jan 6, 2024 · Advisor changed firm · fact
- O••••• W•••••• W•••• (Chief Operating Officer) appeared on Schedule A of B•••• A•••••••Jul 28, 2023 · Control person joined · fact
- P••••••• J•••• C•••••• (Deputy General Counsel & Chief Compliance Officer) appeared on Schedule A of B•••• A•••••••Mar 30, 2023 · Control person joined · fact
- B•••• A••••••• reported 29 state-registered advisory representatives, down from 47 (2022-04-13 to 2023-03-30)Mar 30, 2023 · Advisor headcount change · derived
- J••••••• L•• L••• left B•••• A••••••• for O•••••••• C••••••• L•• (registered 2024-05-15)Dec 16, 2022 · Advisor changed firm · fact
- J••• G• S••••• left B•••• A••••••• for S•• W••••• (registered 2022-11-01)Dec 1, 2022 · Advisor changed firm · fact
- T••••• D•••••• D•••• G•••• left B•••• A••••••• for F•••• (registered 2022-09-28)Oct 5, 2022 · Advisor changed firm · fact
- B•••• A••••••• reported RAUM $120.6B, up 37% from $87.9B (2021-12-09 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- B•••• A••••••• reported RAUM $87.9B, up 37% from $64.0B (2020-12-18 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- B•••• A••••••• reported 46 state-registered advisory representatives, up from 31 (2020-12-18 to 2021-03-30)Mar 30, 2021 · Advisor headcount change · derived
- B•••• A••••••• reported 31 state-registered advisory representatives, down from 48 (2020-01-28 to 2020-03-30)Mar 30, 2020 · Advisor headcount change · derived
- B•••• A••••••• reported RAUM $64.0B, up 35% from $47.6B (2020-01-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- B•••• A••••••• · Independent Sponsorsshared crd · capital_provider
- B•••• A••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 212-871-8550reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 214-278-6095reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 240-200-3300reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/nextgen-venture-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/brown-advisoryreportedpublic record, Form ADV, Sep 18, 2026
- Website
- brownadvisory.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 410-537-5400reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- brownadvisory.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $5.0Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
B•••• A••••••• is the same institution as 1 record in Real Estate Funds.
Real 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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