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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B••••••••• V•••• P•••••••• L••
Latest filing Feb 20, 2026
First filing on the tape Mar 12, 2012 · 31 filings
SEC status approved since Mar 9, 2015
RAUM
$188M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
96%
$182M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$62.8M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
1
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$188M as of Feb 20, 2026
Mar 12, 2012$71.4M then
HNW client RAUM$175M as of Feb 20, 2026
Mar 4, 2018$92.8M then
State-registered IARs (5.B.3)3 as of Feb 20, 2026
Mar 12, 20120 then
Employees (5.A)3 as of Feb 20, 2026
Mar 17, 20154 then
Private funds1 as of Feb 20, 2026
Mar 17, 20151 then
RAUM +21% over the last fiscal year+11% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Feb 20, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $62.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 30derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $583,282derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 0.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $5.2M, 1 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$175M93%
- Individuals$6.1M3.2%
- Pooled investment vehicles$5.2M2.8%
- Charitable organizations$1.5M0.8%
- Corporations and businesses$200,0000.1%
- Individual clients
- 28reported
- HNW clients
- 62reported
- Pension plan clients
- n/areported
- Charitable clients
- 2reported
- Accounts
- 323reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.2M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.96 fund_share=0.03 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••••• F••••••• N•••••••Chartered Financial Analyst | Los Angeles, Ca | Jul 23, 2004 | 34 y | 3 |
| D•••• R•• F••••Chartered Financial Analyst | Los Angeles, Ca | Jul 23, 2004 | 29 y | 3 |
| J••• T••• G•••••••Chartered Financial Analyst | Santa Monica, Ca | Apr 14, 2011 | 22 y | 0 |
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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••••••• F••••••• N••••••• from O••••••••• A•••• M•••••••••Jul 23, 2004 · Other
- D•••• R•• F•••• from O••••••••• A•••• M•••••••••Jul 23, 2004 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• M••••••• F•••• L• | Hedge Fund | $4.7M | 17 | Mar 17, 2015 |
Owners and control persons
Schedule A and B, latest filing
- F••••• D••••• R•• · Managing Partnercontrolsince 01/2004 · owns less than 5%
- N•••••••• J•••••••• F••••••• · Managing Partner, Chief Compliance Officercontrolsince 01/2004 · owns less than 5%
- F••••• D••••• R•• · Trusteecontrolsince 09/2008 · owns F of F•••• M•••• F••••• T•••• U•• D•• 9•••••••
- M••••• A••• R••••• · Trusteecontrolsince 09/2008 · owns F of F•••• M•••• F••••• T•••• U•• D•• 9•••••••
- N•••••••• C••••• · Trusteecontrolsince 08/2004 · owns F of N••••••• F••••• T•••• U•• D•• 8••••••••
- N•••••••• J•••••••• F••••••• · Trusteecontrolsince 08/2004 · owns F of N••••••• F••••• T•••• U•• D•• 8••••••••
- G•••••••• J•••• T••• · Membersince 06/2008 · owns 10% to 25%
Entity owners
- F•••• M•••• F••••• T•••• U•• D•• 9••••••• · Memberdirect · owns 25% to 50%
- N••••••• F••••• T•••• U•• D•• 8•••••••• · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Los Angeles, Ca · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Advisory activities · 4 to 3Feb 25, 2025 to Feb 20, 2026
- HNW clients · 63 to 62Feb 25, 2025 to Feb 20, 2026
- Individual clients · 27 to 28Feb 25, 2025 to Feb 20, 2026
- Assets in custody · $5.0M to $5.2MFeb 25, 2025 to Feb 20, 2026
- Discretionary RAUM · $154M to $186MFeb 25, 2025 to Feb 20, 2026
- HNW RAUM · $144M to $175MFeb 25, 2025 to Feb 20, 2026
- Individual RAUM · $5.5M to $6.1MFeb 25, 2025 to Feb 20, 2026
- Non-discretionary RAUM · $2.5M to $2.3MFeb 25, 2025 to Feb 20, 2026
- Pooled vehicle RAUM · $5.0M to $5.2MFeb 25, 2025 to Feb 20, 2026
- RAUM · $156M to $188MFeb 25, 2025 to Feb 20, 2026
- Accounts · 328 to 323Mar 7, 2024 to Feb 25, 2025
- Charity clients · 1 to 2Mar 7, 2024 to Feb 25, 2025
- Assets in custody · $4.7M to $5.0MMar 7, 2024 to Feb 25, 2025
- Financial planning clients · unset to Mar 7, 2024 to Feb 25, 2025
- Discretionary RAUM · $153M to $154MMar 7, 2024 to Feb 25, 2025
- HNW RAUM · $145M to $144MMar 7, 2024 to Feb 25, 2025
- Individual RAUM · $5.1M to $5.5MMar 7, 2024 to Feb 25, 2025
- Non-discretionary RAUM · $2.0M to $2.5MMar 7, 2024 to Feb 25, 2025
- Pooled vehicle RAUM · $4.7M to $5.0MMar 7, 2024 to Feb 25, 2025
- RAUM · $155M to $156MMar 7, 2024 to Feb 25, 2025
- Accounts · 329 to 328Aug 8, 2023 to Mar 5, 2024
- Charity clients · unset to 1.0Aug 8, 2023 to Mar 5, 2024
- HNW clients · 66 to 63Aug 8, 2023 to Mar 5, 2024
- Individual clients · 30 to 27Aug 8, 2023 to Mar 5, 2024
- Assets in custody · $3.8M to $4.7MAug 8, 2023 to Mar 5, 2024
- Discretionary RAUM · $136M to $153MAug 8, 2023 to Mar 5, 2024
- HNW RAUM · $129M to $145MAug 8, 2023 to Mar 5, 2024
- Individual RAUM · $5.0M to $5.1MAug 8, 2023 to Mar 5, 2024
- Pooled vehicle RAUM · $3.3M to $4.7MAug 8, 2023 to Mar 5, 2024
- RAUM · $138M to $155MAug 8, 2023 to Mar 5, 2024
- Accounts · 316 to 329Sep 20, 2022 to Mar 24, 2023
- HNW clients · 64 to 66Sep 20, 2022 to Mar 24, 2023
- Individual clients · 27 to 30Sep 20, 2022 to Mar 24, 2023
- Assets in custody · $3.3M to $3.8MSep 20, 2022 to Mar 24, 2023
- Other offices · 1 to 3Sep 20, 2022 to Mar 24, 2023
- Discretionary RAUM · $155M to $136MSep 20, 2022 to Mar 24, 2023
- HNW RAUM · $147M to $129MSep 20, 2022 to Mar 24, 2023
- Individual RAUM · $5.7M to $5.0MSep 20, 2022 to Mar 24, 2023
- Non-discretionary RAUM · $400,000 to $2.0MSep 20, 2022 to Mar 24, 2023
- RAUM · $156M to $138MSep 20, 2022 to Mar 24, 2023
Signals
1 dated events
- B••••••••• V•••• P•••••••• L•• filed its initial SEC registration (Form ADV)Feb 27, 2015 · First SEC registration · fact
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
- linkedin.com/company/bristlecone-value-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- B•••••••••-VP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 310-806-4141reportedpublic record, Form ADV, Feb 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $62.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026