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••• V•••• C••••••• L••
Latest filing May 20, 2026
First filing on the tape Feb 21, 2012 · 33 filings
SEC status approved since Mar 13, 2012
RAUM
$1.9B
reported, Item 5.F
Discretionary
82%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
60
40 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
21
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$1.9B as of May 20, 2026
Apr 1, 2013$3.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 20, 2026
Apr 1, 20130 then
Employees (5.A)60 as of May 20, 2026
Apr 1, 201331 then
Private funds21 as of May 20, 2026
Apr 1, 20133 then
RAUM +0.0% over the last fiscal year-6.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $90.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 82%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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
- is a broker-dealer (6.A.1)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 21reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=7.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
31 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• V•••• R••• E••••• P••••••• V• L••• | Real Estate Fund | $442M | 115 | Apr 26, 2019 |
| B••• V•••• S•••••• H•••••• S••••• S••••••••• F•••• L••• | Real Estate Fund | $263M | 10 | Dec 22, 2016 |
| U•• C•••••• A••••••••• L•• | Real Estate Fund | $199M | 2 | Mar 30, 2018 |
| B••• V•••• R••• E••••• P••••••• I•• L••• | Real Estate Fund | $183M | 66 | Dec 22, 2016 |
| B••• A••••••• A••••••••• G•••• I•• L•• | Real Estate Fund | $133M | 2 | Mar 31, 2014 |
| B••• V•••• R••• E••••• P••••••• V••• L•• | Real Estate Fund | $87.6M | 115 | Oct 24, 2024 |
| B••• V•••• F••••••• L••• | Real Estate Fund | $79.6M | 3 | Dec 22, 2016 |
| B••• V•••• R••• E••••• P••••••• V•• L••• | Real Estate Fund | $75.4M | 22 | Mar 29, 2024 |
| B••• V•••• R••• E••••• P••••••• V• •••• L••• | Real Estate Fund | $75.4M | 22 | Oct 24, 2024 |
| B••• V•••• C••• S••••• F•••• L• | Real Estate Fund | $64.0M | 1 | Apr 27, 2023 |
| B••• V•••• S•••••• H•••••• F••• I••• L••• | Real Estate Fund | $63.9M | 5 | Mar 30, 2021 |
| B•••••• B••••• C••• L••• | Real Estate Fund | $54.5M | 2 | Apr 26, 2019 |
| B••• V•••• S•••••• E••••• F••• I••• L••no longer reported | Real Estate Fund | $48.6M | 9 | Feb 21, 2012 |
| A• O• G••••••••• L•• | Real Estate Fund | $39.4M | 40 | Mar 31, 2022 |
| B••• V•••• S•••••• H•••••• F••• I••••• L•• | Real Estate Fund | $36.9M | 5 | Oct 24, 2024 |
| B••• V•••• R••• E••••• P••••••• I• •••• L••• | Real Estate Fund | $25.6M | 66 | Oct 24, 2024 |
| B•••••• P• M•••••• L• | Real Estate Fund | $25.6M | 3 | Oct 24, 2024 |
| B•••••• S•••••• C••• L••• | Real Estate Fund | $20.9M | 2 | Mar 30, 2021 |
| B••• V•••• R••• E••••• P••••••• V• •••• L••• | Real Estate Fund | $15.4M | 115 | Oct 24, 2024 |
| B••• V•••• A••••••••• F•••• L••• | Real Estate Fund | $12.2M | 7 | Mar 29, 2024 |
| B• M••••• O• G••••••••• L•• | Real Estate Fund | $1.2M | 2 | Oct 24, 2024 |
| B••• V•••• S•••••• E••••• F••• I••• L••• | Real Estate Fund | $825,076 | 15 | Mar 31, 2014 |
| B••• V•••• S•••••• E••••• F••• I•• L••no longer reported | Real Estate Fund | $414,549 | 23 | Sep 4, 2012 |
| B••• V•••• S•••••• E••••• F••• I•• •••• L••• | Real Estate Fund | $214,850 | 3 | Sep 4, 2013 |
| B••• V•••• S•••••• E••••• F•••• L••no longer reported | Real Estate Fund | $147,950 | 32 | Feb 21, 2012 |
| B••• A••••••• A••••••••• G••••• L••no longer reported | Real Estate Fund | $131,685 | 2 | Mar 31, 2014 |
| B••• V•••• S•••••• E••••• F••• I•• O•••••••• L••• | Real Estate Fund | $59,653 | 3 | Sep 4, 2013 |
| B•••• I• P•• R•••• L••no longer reported | Real Estate Fund | $38,936 | 8 | Sep 4, 2013 |
| B•••• I• P•• N•••••••• L••no longer reported | Real Estate Fund | $38,936 | 1 | Sep 4, 2013 |
| B•••••• S••••••• C••• L• | Real Estate Fund | $2,018 | 2 | Apr 26, 2019 |
| B•••••• R•••••• C••• L•no longer reported | Real Estate Fund | $0 | 2 | Apr 26, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B••••• R••••• G••••• · Managing Principalcontrolsince 03/2003 · owns less than 5%
- S••••••• P•••• · Managing Principal, Ceo And Ccocontrolsince 03/2003 · owns less than 5%
- B••••• R••••• G••••• · Trusteecontrolsince 03/1998 · owns F of R••••• G• B•••• R•••••••• T••••• D•••• M•••• 2•• 1•••
- S••••••• P•••• · Trusteecontrolsince 03/1998 · owns F of P•••• S•••••• R•••••••• T••••• D•••• M•••• 1•• 1•••
Entity owners
- P•••• S•••••• R•••••••• T••••• D•••• M•••• 1•• 1••• · Ownerdirect · owns 50% to 75%
- R••••• G• B•••• R•••••••• T••••• D•••• M•••• 2•• 1••• · Ownerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- B••• A••••••• M•••••••• L••investment adviserpooled vehicle sponsorn
- B••• V•••• A••••••••• M••••••• L••investment adviserpooled vehicle sponsorn
- B••• V•••• C•••••• M••••••••• L••investment advisern
- B••• V•••• C•••••• P•••••••• L••investment companyn
- B••• V•••• C••• S••••• M•••••••• L••investment adviserpooled vehicle sponsorn
- B••• V•••• F•••••• M•••••••• L••investment adviserpooled vehicle sponsorn
- B••• V•••• M••••••• I••• L••investment adviserpooled vehicle sponsorn
- B••• V•••• M••••••• I•• L••investment adviserpooled vehicle sponsorn
- B••• V•••• M••••••• V• L••investment adviserpooled vehicle sponsorn
- B••• V•••• M••••••• V•• L••investment adviserpooled vehicle sponsorn
- B••• V•••• S•••••• H•••••• M••••••• I••• L••investment adviserpooled vehicle sponsorn
- B••• V•••• S•••••• H•••••• S••••• S••••••••• M••••••• L••investment adviserpooled vehicle sponsorn
- B• O• G••••••••• M••••••• L••investment adviserpooled vehicle sponsorn
- B•••••• B••••• C•• G•• L••investment adviserpooled vehicle sponsorn
- B•••••• G• L••investment adviserpooled vehicle sponsorn
- B•••••• S•••••• C•• G•• L••investment adviserpooled vehicle sponsorn
- S•••••• N••••••• I•• L••real estaten
- U••••••••• C••••• M••••••• L••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- institutional asset share shiftChange between filings · filing Mar 30, 2026institutional share of RAUM moved from 15.0% to 0.0% between the annual amendments of 2025-03-31 and 2026-03-30peers: ASSET_M••••••, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Advisory employees · 35 to 40Dec 26, 2025 to Mar 30, 2026
- BD registered reps · 6 to 7Dec 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.6B to $1.6BDec 26, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $0 to $333MDec 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.6B to $1.9BDec 26, 2025 to Mar 30, 2026
- RAUM · $1.6B to $1.9BDec 26, 2025 to Mar 30, 2026
- Accounts · 19 to 21May 12, 2025 to Dec 26, 2025
- Advisory activities · 2 to 1May 12, 2025 to Dec 26, 2025
- Pooled vehicle clients · 17 to 21May 12, 2025 to Dec 26, 2025
- Private funds · 17 to 21May 12, 2025 to Dec 26, 2025
- Discretionary RAUM · $1.8B to $1.6BMay 12, 2025 to Dec 26, 2025
- Non-discretionary RAUM · $85.8M to $0May 12, 2025 to Dec 26, 2025
- Pooled vehicle RAUM · $1.6B to $1.6BMay 12, 2025 to Dec 26, 2025
- RAUM · $1.9B to $1.6BMay 12, 2025 to Dec 26, 2025
- Financial planning clients · unset to Mar 31, 2025 to May 12, 2025
- Private funds · 23 to 17Oct 24, 2024 to Mar 31, 2025
- Accounts · 17 to 19Oct 24, 2024 to Mar 31, 2025
- Advisory employees · 40 to 35Oct 24, 2024 to Mar 31, 2025
- Pooled vehicle clients · 11 to 17Oct 24, 2024 to Mar 31, 2025
- Assets in custody · unset to 0.0Oct 24, 2024 to Mar 31, 2025
- Custody of client assets · false to trueOct 24, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.8B to $1.8BOct 24, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $671M to $85.8MOct 24, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.4B to $1.6BOct 24, 2024 to Mar 31, 2025
- RAUM · $2.5B to $1.9BOct 24, 2024 to Mar 31, 2025
- Private funds · 16 to 23Mar 29, 2024 to Oct 24, 2024
- Advisory employees · 50 to 40Apr 27, 2023 to Mar 29, 2024
- Pooled vehicle clients · 10 to 11Apr 27, 2023 to Mar 29, 2024
- Employees · 70 to 60Apr 27, 2023 to Mar 29, 2024
- Private funds · 15 to 16Apr 27, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.8B to $1.8BApr 27, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $687M to $671MApr 27, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.4B to $1.4BApr 27, 2023 to Mar 29, 2024
- RAUM · $2.5B to $2.5BApr 27, 2023 to Mar 29, 2024
- Accounts · 16 to 17Mar 30, 2023 to Apr 27, 2023
- Pooled vehicle clients · 9 to 10Mar 30, 2023 to Apr 27, 2023
- Private funds · 14 to 15Mar 30, 2023 to Apr 27, 2023
- Discretionary RAUM · $1.7B to $1.8BMar 30, 2023 to Apr 27, 2023
- Non-discretionary RAUM · $592M to $687MMar 30, 2023 to Apr 27, 2023
- Pooled vehicle RAUM · $1.4B to $1.4BMar 30, 2023 to Apr 27, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/1285911reportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-578-0033reportedpublic record, Form ADV, May 20, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
B••• V•••• C••••••• L•• 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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