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•••••• S•••• I••••••••• L•••
Legal name B•••••• S•••• I••••••••• L•••••• P•••••••••
Latest filing Mar 9, 2026
First filing on the tape Sep 22, 2020 · 11 filings
SEC status approved since Oct 22, 2020
RAUM
$336M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$332M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$112M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$336M as of Mar 9, 2026
Jan 26, 2021$132M then
HNW client RAUM$330M as of Mar 9, 2026
Jan 26, 2021$122M then
State-registered IARs (5.B.3)3 as of Mar 9, 2026
Jan 26, 20212 then
Employees (5.A)3 as of Mar 9, 2026
Jan 26, 20212 then
Private funds: no history
RAUM +20% over the last fiscal year+31% a year over threeIARs 2 to 3offices 1 to 2
Practice profile
derived from the filing of Mar 9, 2026; every figure names its basis
- RAUM per advisor
- $112MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 32derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $751,387derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.2%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- controlled by a public reporting companyderived
- 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)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$330M98%
- Pension and profit-sharing plans$3.5M1.0%
- Individuals$2.4M0.7%
- Individual clients
- 8reported
- HNW clients
- 88reported
- Pension plan clients
- 1reported
- Charitable clients
- n/areported
- Accounts
- 447reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 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 |
|---|---|---|---|---|
| M•••••• G••••• B•••••• | Falmouth, Me | Jun 3, 2011 | 22 y | 0 |
| M••• T• S•••• | Toronto | Jul 6, 2011 | 20 y | 0 |
| M••••••• D•••• | Falmouth, Me | Nov 12, 2025 | 11 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
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• M••••••• G••••• · General Partner. Chief Compliance Officercontrolsince 11/2005 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Falmouth, Me | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 463 to 447Nov 12, 2025 to Mar 9, 2026
- HNW clients · 71 to 88Nov 12, 2025 to Mar 9, 2026
- Individual clients · 22 to 8Nov 12, 2025 to Mar 9, 2026
- Pension plan clients · unset to 1.0Nov 12, 2025 to Mar 9, 2026
- Other offices · 1 to 2Nov 12, 2025 to Mar 9, 2026
- Discretionary RAUM · $280M to $336MNov 12, 2025 to Mar 9, 2026
- HNW RAUM · $269M to $330MNov 12, 2025 to Mar 9, 2026
- Individual RAUM · $11.0M to $2.4MNov 12, 2025 to Mar 9, 2026
- Pension RAUM · unset to 3513667.0Nov 12, 2025 to Mar 9, 2026
- RAUM · $280M to $336MNov 12, 2025 to Mar 9, 2026
- Employees · 2 to 3Mar 11, 2025 to Nov 12, 2025
- State-registered IARs · 2 to 3Mar 11, 2025 to Nov 12, 2025
- Accounts · 91 to 463Mar 6, 2024 to Mar 11, 2025
- HNW clients · 63 to 71Mar 6, 2024 to Mar 11, 2025
- Individual clients · 28 to 22Mar 6, 2024 to Mar 11, 2025
- Financial planning clients · 51-100 to 51-100Mar 6, 2024 to Mar 11, 2025
- HQ city · unset to Mar 6, 2024 to Mar 11, 2025
- HQ state · unset to Mar 6, 2024 to Mar 11, 2025
- Discretionary RAUM · $225M to $280MMar 6, 2024 to Mar 11, 2025
- HNW RAUM · $207M to $269MMar 6, 2024 to Mar 11, 2025
- Individual RAUM · $18.1M to $11.0MMar 6, 2024 to Mar 11, 2025
- RAUM · $225M to $280MMar 6, 2024 to Mar 11, 2025
- Accounts · 87 to 91Feb 27, 2023 to Mar 6, 2024
- HNW clients · 57 to 63Feb 27, 2023 to Mar 6, 2024
- Individual clients · 30 to 28Feb 27, 2023 to Mar 6, 2024
- Discretionary RAUM · $148M to $225MFeb 27, 2023 to Mar 6, 2024
- HNW RAUM · $134M to $207MFeb 27, 2023 to Mar 6, 2024
- Individual RAUM · $14.3M to $18.1MFeb 27, 2023 to Mar 6, 2024
- RAUM · $148M to $225MFeb 27, 2023 to Mar 6, 2024
- Accounts · 83 to 87Jan 24, 2022 to Feb 27, 2023
- Individual clients · 26 to 30Jan 24, 2022 to Feb 27, 2023
- Discretionary RAUM · $189M to $148MJan 24, 2022 to Feb 27, 2023
- HNW RAUM · $176M to $134MJan 24, 2022 to Feb 27, 2023
- Individual RAUM · $13.2M to $14.3MJan 24, 2022 to Feb 27, 2023
- RAUM · $189M to $148MJan 24, 2022 to Feb 27, 2023
- Accounts · 74 to 83Apr 20, 2021 to Jan 24, 2022
- HNW clients · 49 to 57Apr 20, 2021 to Jan 24, 2022
- Individual clients · 25 to 26Apr 20, 2021 to Jan 24, 2022
- Discretionary RAUM · $132M to $189MApr 20, 2021 to Jan 24, 2022
- HNW RAUM · $122M to $176MApr 20, 2021 to Jan 24, 2022
Signals
1 dated events
- B•••••• S•••• I••••••••• L••• filed its initial SEC registration (Form ADV)Sep 22, 2020 · 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
- Business phone
- 617-335-7087reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- B••••••S••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-335-7087reportedpublic record, Form ADV, Mar 9, 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
- $112Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026