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••• C•••••• V•••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 31 filings
SEC status approved since Apr 10, 2008
RAUM
$9.8B
reported, Item 5.F
Discretionary
100%
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
97
47 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
20
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$9.8B as of Mar 31, 2026
Mar 30, 2012$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20120 then
Employees (5.A)97 as of Mar 31, 2026
Apr 1, 201356 then
Private funds20 as of Mar 31, 2026
Mar 30, 20124 then
RAUM +1.0% over the last fiscal year+0.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- 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
- $492MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.0%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, otherreportedItem 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
- 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)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$9.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=5.0derived
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
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• C•••••• V•••••• F••• 2•••• L••• | Venture Capital Fund | $1.6B | 69 | Mar 31, 2017 |
| B••• C•••••• V•••••• F••• 2•••• L••• | Venture Capital Fund | $1.4B | 203 | Mar 31, 2023 |
| B••• C•••••• V•••••• F••• 2•••• L••• | Venture Capital Fund | $1.3B | 114 | Mar 29, 2019 |
| B••• C•••••• V•••••• F••• 2•••• L••• | Venture Capital Fund | $958M | 75 | Apr 1, 2013 |
| B••• C•••••• V•••••• F••• 2•••• L••• | Venture Capital Fund | $917M | 193 | Mar 31, 2021 |
| B•• C••••• F••• I• L••• | Private Equity Fund | $847M | 158 | Mar 31, 2022 |
| B••• C•••••• V•••••• F••• 2•••• L••• | Venture Capital Fund | $533M | 74 | Nov 25, 2014 |
| B•• C••••• F••• I••• L••• | Private Equity Fund | $469M | 64 | Mar 31, 2022 |
| B••• C•••••• V•••••• C••••••••• F••• I•• L••• | Venture Capital Fund | $457M | 61 | Mar 29, 2019 |
| B••• C•••••• V•••••• C••••••••• F••• I•• L••• | Venture Capital Fund | $432M | 64 | Mar 31, 2023 |
| B••• C•••••• V•••••• C••••••••• F••• I••• L••• | Venture Capital Fund | $322M | 73 | Mar 31, 2022 |
| B••• C•••••• V•••••• C••••••••• F•••• L••• | Venture Capital Fund | $313M | 41 | Nov 25, 2014 |
| B••• C•••••• V•••••• F••• 2•••• L••• | Venture Capital Fund | $209M | 53 | Mar 30, 2012 |
| B••• C•••••• V•••••• F••• 2•••• L••• | Venture Capital Fund | $62.7M | 53 | Mar 30, 2012 |
| B•• 2•••••• P••••••• L••• | Venture Capital Fund | $51.6M | 17 | Mar 29, 2019 |
| B•• 2• I••••••••• F•••• L••• | Venture Capital Fund | $31.4M | 90 | Mar 31, 2022 |
| B••• C•••••• V•••••• F••• 2•••• L••• | Venture Capital Fund | $21.6M | 70 | Mar 30, 2012 |
| B•• 2•••••• C••••••••• I•• L••• | Venture Capital Fund | $18.1M | 10 | Mar 29, 2019 |
| B••• C•••••• V•••••• F••• 2•••• L•••no longer reported | Venture Capital Fund | $8.6M | 111 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• A•••• N•• · Partnercontrolsince 01/2006 · owns less than 5%
- S••••• E••••••• T•••• D• J•••• · Partnercontrolsince 07/2014 · owns less than 5%
- C••••••••• J•••• P•••••• · Partnercontrolsince 12/1997 · owns F of B••• C•••••• H•••••••• L•
- G••••• D••••• B••••••• · Partnercontrolsince 01/2008 · owns F of B••• C•••••• H•••••••• L•
- L•••••• J•••••••• S•••• · Partnercontrolsince 12/1997 · owns F of B••• C•••••• H•••••••• L•
- C••••••••• A•••••• W•••••• · Chief Financial Officer, Ventures & C•••••since 01/2018 · owns less than 5%
- H•••••••• G••••••• F•••••• · Chief Compliance Officersince 03/2019 · owns less than 5%
- R•••••••• J•••••• P••• · G•••••• Counsel, Ventures & C•••••since 01/2023 · owns less than 5%
- Z••••• P•••• K••• · Chief Operating Officer, Ventures & C•••••since 01/2014 · owns less than 5%
- G••••• C••••••••• G•••••• · Partnersince 09/2018 · owns F of B••• C•••••• H•••••••• L•
- W•••• M••••••• D• C••••• · Partnersince 01/2005 · owns F of B••• C•••••• H•••••••• L•
- W••••••• S••••• F••••••• · Partnersince 01/2018 · owns F of B••• C•••••• H•••••••• L•
Entity owners
- B••• C•••••• V••••••• •••• L•• · G•••••• Partnerdirect · owns less than 5%
- B••• C••••••• L• · L•••••• Partnerdirect · owns 75% or more
- B••• C•••••• •••• L•• · G•••••• Partnerindirect · owns F of B••• C••••••• L•
- B••• C•••••• H•••••••• L• · L•••••• Partnerindirect · owns 75% or more of B••• C••••••• L•
- B••• C••••••• L• · Memberindirect · owns 75% or more of B••• C•••••• V••••••• •••• L••
Related persons
Schedule D 7.A
- A•••• R••••••••• M•••••••• M••••••investment advisern
- B••• C•••••• ••••••••• P••• L•••investment advisern
- B••• C•••••• ••• L••••••investment advisern
- B••• C•••••• A••••••• •••••• P••• L•••investment advisern
- B••• C•••••• A•••• M•••••• M••••••••investment advisern
- B••• C•••••• C••••• ••••• L•••investment advisern
- B••• C•••••• C••••• ••••••••• P••• L•••investment advisern
- B••• C•••••• C••••• C•• A•••••••• L•investment adviserbanknRAUM $2.1B
- B••• C•••••• C••••• U••• C•• M•••••• I•• L•investment adviserbankn
- B••• C•••••• C••••• U••• C•• M••••••• L••investment adviserbankn
- B••• C•••••• C•••••• L•investment adviserbanknRAUM $76B
- B••• C•••••• C•••••• L•••investment advisern
- B••• C•••••• C•••••• L•investment advisern
- B••• C•••••• D••••••••• L••broker-dealern
- B••• C•••••• D••••• I•••••• L•investment adviserbankn
- B••• C•••••• I•••••••• S••••••••• L•investment adviserbanknRAUM $5.4B
- B••• C•••••• I••••••••• ••••••• L••••••investment advisern
- B••• C•••••• I••••••••• •••••••• L••••••investment advisern
- B••• C•••••• I••••••••• ••••••••• S•••••••investment advisern
- B••• C•••••• L••• S•••••••• L•investment adviserbankn
- B••• C•••••• P••••••••• S••••••••• L•investment adviserbanknRAUM $1.7B
- B••• C•••••• P•••••• E••••• ••••• L•••investment advisern
- B••• C•••••• P•••••• E••••• •••••••• L••investment advisern
- B••• C•••••• P•••••• E••••• ••••••• L••investment advisern
- B••• C•••••• P•••••• E•••••• L•investment adviserbanknRAUM $96B
- B••• C•••••• P••••• E•••••• L•investment adviserbanknRAUM $242M
- B••• C•••••• R••• E•••••• L•investment adviserbanknRAUM $10.0B
- B••• C•••••• T••• O••••••••• L•investment adviserbankn
- B••• C•••••• V•••••• 2••• G•••••• P••••••• L••pooled vehicle sponsorn
- B••• C•••••• V•••••• C••••••••• I• I••••••••• L••pooled vehicle sponsorn
Advisers that list B••• C•••••• V•••••••• L• as a related person
Offices
Schedule D 1.F, the 25 largest
- San F••••••Co, CA29 employees
- New York, NY18 employees
- Palo Alto, CA
What changed
consecutive filings, newest first
- Advisory employees · 51 to 47Mar 31, 2025 to Mar 31, 2026
- BD registered reps · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Employees · 100 to 97Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $9.7B to $9.8BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $9.7B to $9.8BMar 31, 2025 to Mar 31, 2026
- RAUM · $9.7B to $9.8BMar 31, 2025 to Mar 31, 2026
- Accounts · 18 to 20Jul 31, 2024 to Mar 31, 2025
- Advisory employees · 60 to 51Jul 31, 2024 to Mar 31, 2025
- Pooled vehicle clients · 18 to 20Jul 31, 2024 to Mar 31, 2025
- Employees · 111 to 100Jul 31, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jul 31, 2024 to Mar 31, 2025
- Private funds · 18 to 20Jul 31, 2024 to Mar 31, 2025
- Discretionary RAUM · $10.0B to $9.7BJul 31, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $10.0B to $9.7BJul 31, 2024 to Mar 31, 2025
- RAUM · $10.0B to $9.7BJul 31, 2024 to Mar 31, 2025
- Advisory employees · 61 to 60Apr 29, 2023 to Mar 28, 2024
- BD registered reps · 3 to 4Apr 29, 2023 to Mar 28, 2024
- Employees · 105 to 111Apr 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $9.9B to $10.0BApr 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $9.9B to $10.0BApr 29, 2023 to Mar 28, 2024
- RAUM · $9.9B to $10.0BApr 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $9.6B to $9.9BMar 31, 2023 to Apr 29, 2023
- Pooled vehicle RAUM · $9.6B to $9.9BMar 31, 2023 to Apr 29, 2023
- RAUM · $9.6B to $9.9BMar 31, 2023 to Apr 29, 2023
- Accounts · 16 to 18May 10, 2022 to Mar 31, 2023
- Advisory employees · 23 to 61May 10, 2022 to Mar 31, 2023
- BD registered reps · 2 to 3May 10, 2022 to Mar 31, 2023
- Pooled vehicle clients · 16 to 18May 10, 2022 to Mar 31, 2023
- Employees · 62 to 105May 10, 2022 to Mar 31, 2023
- Private funds · 16 to 18May 10, 2022 to Mar 31, 2023
- Discretionary RAUM · $11B to $9.6BMay 10, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $11B to $9.6BMay 10, 2022 to Mar 31, 2023
- RAUM · $11B to $9.6BMay 10, 2022 to Mar 31, 2023
- Accounts · 12 to 16Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 22 to 23Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 12 to 16Mar 31, 2021 to Mar 31, 2022
- Employees · 54 to 62Mar 31, 2021 to Mar 31, 2022
- Private funds · 12 to 16Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $6.7B to $11BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $6.7B to $11BMar 31, 2021 to Mar 31, 2022
Signals
10 dated events
- Benjamin David Gross (Partner) appeared on Schedule A of B••• C•••••• V•••••••• L•Jun 28, 2024 · Control person joined · fact
- Nmn Joshua Bekenstein (Partner) no longer on Schedule A of B••• C•••••• V•••••••• L• (listed 2022-05-10, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Gerard Stephen Pagliuca (Partner) no longer on Schedule A of B••• C•••••• V•••••••• L• (listed 2022-05-10, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Alan Michael Krupka (Partner) no longer on Schedule A of B••• C•••••• V•••••••• L• (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- B••• C•••••• V•••••••• L• reported RAUM $10.7B, up 59% from $6.7B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- William Steven Barnes (Partner) no longer on Schedule A of B••• C•••••• V•••••••• L• (listed 2020-03-27, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- B••• C•••••• V•••••••• L• reported RAUM $6.7B, up 27% from $5.3B (2020-03-27 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Tadeo De Jesus Enrique Salem (Managing Director) appeared on Schedule A of B••• C•••••• V•••••••• L•Mar 29, 2019 · Control person joined · fact
- B••• C•••••• V•••••••• L• reported RAUM $4.7B, up 35% from $3.5B (2018-03-30 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- B••• C•••••• V•••••••• L• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 7, 2016 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- B••• C•••••• V•••••••• L• · Independent Sponsorsshared crd · capital_provider
- B••• C•••••• V•••••••• L• · Private Equityshared crd · organization
- B••• C•••••• V•••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bain-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Firm profile
- linkedin.com/company/baincapcryptoreportedpublic record, Form ADV, Sep 19, 2026
- Website
- baincapital.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-516-2318reportedpublic record, Form ADV, Mar 31, 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