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•••• M••••••••• L••••••
Latest filing Mar 25, 2026
First filing on the tape Mar 22, 2012 · 19 filings
SEC status approved since Jul 10, 2008
RAUM
$2.2B
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
30
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$2.2B as of Mar 25, 2026
Mar 22, 2012$156M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 22, 20120 then
Employees (5.A)30 as of Mar 25, 2026
Feb 20, 201313 then
Private funds: no history
RAUM -29% over the last fiscal year-5.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
- $155MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 57%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
- -29%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$1.2B53%
- Pooled investment vehicles$786M36%
- Corporations and businesses$140M6.4%
- State and municipal entities$101M4.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 6reported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.36 institutional_share=0.57 related_bd=true related_bank=false bd_reps=0.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••• N••• J••••• · Executive D•••••Or/Shareholdercontrolsince 04/2007 · owns 10% to 25%
- K••••• T••••••• J••• · Chief Compliance Officercontrolsince 10/2024 · owns less than 5%
- L•••••• M••••••• A••••• · Chief Executive Officercontrolsince 04/2024 · owns less than 5%
- B•••• A•••••• G••••• · Shareholdercontrolsince 03/1998 · owns 25% to 50% of B••• G•••• H••••••• P•• L••••••
- B•••• E••••• O• C••••• M••••• · Shareholdercontrolsince 03/1998 · owns 25% to 50% of B••• G•••• H••••••• P•• L••••••
- B•••• L••••• M••••• · Shareholdercontrolsince 03/1998 · owns 25% to 50% of B••• G•••• H••••••• P•• L••••••
- P•••••• D••••• A••••••• · Shareholdercontrolsince 03/1998 · owns 25% to 50% of B••• G•••• H••••••• P•• L••••••
- M••••••••• A••••• · Shareholdersince 12/2017 · owns 5% to 10%
- S•••••••• R•••••• B•••• · Shareholdersince 12/2016 · owns 10% to 25%
Entity owners
- B••• A•••• M••••••••• H••••••• L•••••• · Shareholderdirect · owns 50% to 75%
- B••• G•••• H••••••• P•• L•••••• · Shareholderindirect · owns 25% to 50% of B••• A•••• M••••••••• H••••••• L••••••
Related persons
Schedule D 7.A
- B••• A•••• M••••••••• U•• I••investment adviseryRAUM $344M
- B••• F•••••••• G•••• L••broker-dealern
- B••• P••••• S••••••••• ••• L••broker-dealern
- T•••• P•••• P••••••• P•• L••broker-dealern
Advisers that list B••• A•••• M••••••••• L•••••• as a related person
- 108666 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 25, 2026RAUM (Item 5.F) moved from $3,051,116,471 to $2,176,768,080 (-29.0%) between the annual amendments of 2025-03-25 and 2026-03-25; the peer median change was +11.0% (231 comparable advisers, 6.0th percentile of changes)peers: other advisers, $1B to $5B (231) · 5.7% percentile
What changed
consecutive filings, newest first
- Accounts · 19 to 14Mar 25, 2025 to Mar 25, 2026
- Pension plan clients · 10 to 6Mar 25, 2025 to Mar 25, 2026
- Discretionary RAUM · $3.1B to $2.2BMar 25, 2025 to Mar 25, 2026
- Pension RAUM · $1.7B to $1.2BMar 25, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $1.0B to $786MMar 25, 2025 to Mar 25, 2026
- RAUM · $3.1B to $2.2BMar 25, 2025 to Mar 25, 2026
- Accounts · 18 to 19Oct 9, 2024 to Mar 25, 2025
- Advisory employees · 9 to 10Oct 9, 2024 to Mar 25, 2025
- Pension plan clients · 11 to 10Oct 9, 2024 to Mar 25, 2025
- Pooled vehicle clients · 5 to 6Oct 9, 2024 to Mar 25, 2025
- Financial planning clients · unset to Oct 9, 2024 to Mar 25, 2025
- HQ state · unset to Oct 9, 2024 to Mar 25, 2025
- Discretionary RAUM · $3.5B to $3.1BOct 9, 2024 to Mar 25, 2025
- Pension RAUM · $2.3B to $1.7BOct 9, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $938M to $1.0BOct 9, 2024 to Mar 25, 2025
- RAUM · $3.5B to $3.1BOct 9, 2024 to Mar 25, 2025
- Corporate clients · unset to 1.0Mar 16, 2023 to Mar 25, 2024
- Pension plan clients · 12 to 11Mar 16, 2023 to Mar 25, 2024
- Discretionary RAUM · $2.6B to $3.5BMar 16, 2023 to Mar 25, 2024
- Pension RAUM · $1.8B to $2.3BMar 16, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $681M to $938MMar 16, 2023 to Mar 25, 2024
- RAUM · $2.6B to $3.5BMar 16, 2023 to Mar 25, 2024
- Accounts · 16 to 18Mar 24, 2022 to Mar 16, 2023
- Advisory employees · 8 to 9Mar 24, 2022 to Mar 16, 2023
- Pension plan clients · 10 to 12Mar 24, 2022 to Mar 16, 2023
- Employees · 25 to 30Mar 24, 2022 to Mar 16, 2023
- Discretionary RAUM · $2.7B to $2.6BMar 24, 2022 to Mar 16, 2023
- Pension RAUM · $1.8B to $1.8BMar 24, 2022 to Mar 16, 2023
- Pooled vehicle RAUM · $749M to $681MMar 24, 2022 to Mar 16, 2023
- RAUM · $2.7B to $2.6BMar 24, 2022 to Mar 16, 2023
- Accounts · 9 to 16Mar 24, 2021 to Mar 24, 2022
- Pension plan clients · 4 to 10Mar 24, 2021 to Mar 24, 2022
- Pooled vehicle clients · 4 to 5Mar 24, 2021 to Mar 24, 2022
- Discretionary RAUM · $2.0B to $2.7BMar 24, 2021 to Mar 24, 2022
- Pension RAUM · $1.5B to $1.8BMar 24, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $464M to $749MMar 24, 2021 to Mar 24, 2022
- RAUM · $2.0B to $2.7BMar 24, 2021 to Mar 24, 2022
- Accounts · 7 to 9Mar 20, 2020 to Mar 24, 2021
- Pooled vehicle clients · 2 to 4Mar 20, 2020 to Mar 24, 2021
- Discretionary RAUM · $1.7B to $2.0BMar 20, 2020 to Mar 24, 2021
Signals
12 dated events
- B••• A•••• M••••••••• L•••••• reported RAUM $2.2B, down 29% from $3.1B (2025-03-25 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
- John Timothy Kelly (Chief Compliance Officer) appeared on Schedule A of B••• A•••• M••••••••• L••••••Oct 9, 2024 · Control person joined · fact
- Ashley Michael Lovett (Chief Executive Officer) appeared on Schedule A of B••• A•••• M••••••••• L••••••Oct 9, 2024 · Control person joined · fact
- James Nicholas Fels (Chief Compliance Officer/Executive Director/Shareholder) no longer on Schedule A of B••• A•••• M••••••••• L•••••• (listed 2024-03-25, absent 2024-10-09)Oct 9, 2024 · Control person left · inference
- B••• A•••• M••••••••• L•••••• reported RAUM $3.5B, up 36% from $2.6B (2023-03-16 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
- B••• A•••• M••••••••• L•••••• reported RAUM $2.7B, up 32% from $2.0B (2021-03-24 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- B••• A•••• M••••••••• L•••••• reported RAUM $1.7B, up 27% from $1.4B (2019-03-19 to 2020-03-20)Mar 20, 2020 · RAUM change · derived
- George Andrew Bell (Shareholder) appeared on Schedule A of B••• A•••• M••••••••• L••••••Mar 19, 2019 · Control person joined · fact
- Morton Colin Bell (Shareholder) appeared on Schedule A of B••• A•••• M••••••••• L••••••Mar 19, 2019 · Control person joined · fact
- Alastair David Provan (Shareholder) appeared on Schedule A of B••• A•••• M••••••••• L••••••Mar 19, 2019 · Control person joined · fact
- Morton Lewis Bell (Shareholder) appeared on Schedule A of B••• A•••• M••••••••• L••••••Mar 19, 2019 · Control person joined · fact
- B••• A•••• M••••••••• L•••••• reported RAUM $1.2B, up 380% from $240.5M (2017-03-28 to 2018-03-19)Mar 19, 2018 · RAUM change · derived
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••••://WWW.LINKEDIN.COM/COMPANY/B•••-ASSET-MANAGEMENTreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 613 8637 6000reportedpublic record, Form ADV, Mar 25, 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
- Other adviserderiveda 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