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••••• M••••••••• L••
Latest filing Feb 27, 2026
First filing on the tape Mar 30, 2012 · 18 filings
SEC status approved since Jun 16, 2008
RAUM
$244M
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
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$244M as of Feb 27, 2026
Mar 30, 2012$542M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 27, 2026
Mar 30, 20120 then
Employees (5.A)4 as of Feb 27, 2026
Apr 2, 20135 then
Private funds5 as of Feb 27, 2026
Mar 30, 20127 then
RAUM -12% over the last fiscal year-3.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 27, 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
- $48.7MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -12%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
- $244M, 5 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)
- 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$244M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $244M for 5 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=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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J• A•••• M•••••••• O••••••••• L••• | Real Estate Fund | $110M | 1 | Mar 30, 2012 |
| N•••••• P•••••• E•••••• L••• | Private Equity Fund | $60.2M | 1 | Mar 30, 2012 |
| B••••• I•••• F••• M••••••••• L••no longer reported | Hedge Fund | $58.1M | 3 | Mar 30, 2012 |
| B••••• O••••••••• L•• | Real Estate Fund | $53.5M | 1 | Mar 30, 2012 |
| N•••••• A•••• M••••••••• L••• | Real Estate Fund | $48.6M | 1 | Mar 30, 2012 |
| B••••• I••••••••• I• L••• | Real Estate Fund | $8.0M | 1 | Mar 30, 2012 |
| B••••• L••• E•••••• L•••no longer reported | Hedge Fund | $4.9M | 1 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- M••••• G•••••• S•••• · Director, Chief Compliance Officercontrolsince 11/2005 · owns less than 5%
- M••••• G•••••• S•••• · Shareholdercontrolsince 11/2005 · owns 75% or more of B••••• H•••••••• L••
Entity owners
- B••••• H•••••••• L•• · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $277M to $244MSep 30, 2025 to Feb 27, 2026
- Discretionary RAUM · $277M to $244MSep 30, 2025 to Feb 27, 2026
- Pooled vehicle RAUM · $277M to $244MSep 30, 2025 to Feb 27, 2026
- RAUM · $277M to $244MSep 30, 2025 to Feb 27, 2026
- Financial planning clients · 0 to 0Mar 5, 2025 to Sep 30, 2025
- HQ city · NEW YORK to Mar 5, 2025 to Sep 30, 2025
- HQ state · NY to Mar 5, 2025 to Sep 30, 2025
- Assets in custody · $280M to $277MMar 13, 2024 to Mar 5, 2025
- Discretionary RAUM · $280M to $277MMar 13, 2024 to Mar 5, 2025
- Pooled vehicle RAUM · $280M to $277MMar 13, 2024 to Mar 5, 2025
- RAUM · $280M to $277MMar 13, 2024 to Mar 5, 2025
- Assets in custody · $274M to $280MMar 9, 2023 to Mar 13, 2024
- Discretionary RAUM · $274M to $280MMar 9, 2023 to Mar 13, 2024
- Pooled vehicle RAUM · $274M to $280MMar 9, 2023 to Mar 13, 2024
- RAUM · $274M to $280MMar 9, 2023 to Mar 13, 2024
- Assets in custody · $251M to $274MMar 8, 2022 to Mar 9, 2023
- Discretionary RAUM · $251M to $274MMar 8, 2022 to Mar 9, 2023
- Pooled vehicle RAUM · $251M to $274MMar 8, 2022 to Mar 9, 2023
- RAUM · $251M to $274MMar 8, 2022 to Mar 9, 2023
- Business name · B••••• M••••••••• L••• to B••••• M••••••••• L••Mar 4, 2021 to Mar 8, 2022
- Assets in custody · $237M to $251MMar 4, 2021 to Mar 8, 2022
- Legal name · B••••• M••••••••• L••• to B••••• M••••••••• L••Mar 4, 2021 to Mar 8, 2022
- Discretionary RAUM · $237M to $251MMar 4, 2021 to Mar 8, 2022
- Pooled vehicle RAUM · $237M to $251MMar 4, 2021 to Mar 8, 2022
- RAUM · $237M to $251MMar 4, 2021 to Mar 8, 2022
- Assets in custody · $247M to $237MMar 4, 2020 to Mar 4, 2021
- Organization form · Other (specify) to Limited Liability CompanyMar 4, 2020 to Mar 4, 2021
- Discretionary RAUM · $247M to $237MMar 4, 2020 to Mar 4, 2021
- Pooled vehicle RAUM · $247M to $237MMar 4, 2020 to Mar 4, 2021
- RAUM · $247M to $237MMar 4, 2020 to Mar 4, 2021
- Assets in custody · $269M to $247MMar 5, 2019 to Mar 4, 2020
- Other offices · 1 to 0Mar 5, 2019 to Mar 4, 2020
- Discretionary RAUM · $269M to $247MMar 5, 2019 to Mar 4, 2020
- Pooled vehicle RAUM · $269M to $247MMar 5, 2019 to Mar 4, 2020
- RAUM · $269M to $247MMar 5, 2019 to Mar 4, 2020
- Related adviser · true to falseMar 5, 2019 to Mar 4, 2020
- Assets in custody · $263M to $269MJun 5, 2018 to Mar 5, 2019
- Discretionary RAUM · $263M to $269MJun 5, 2018 to Mar 5, 2019
- Pooled vehicle RAUM · $263M to $269MJun 5, 2018 to Mar 5, 2019
- RAUM · $263M to $269MJun 5, 2018 to Mar 5, 2019
Signals
1 dated events
- Nehru Avantika Madan (Shareholder) no longer on Schedule A of B••••• M••••••••• L•• (listed 2019-03-05, absent 2020-03-04)Mar 4, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- B••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- B•••••MGMT.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-310-5500reportedpublic record, Form ADV, Feb 27, 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••••• M••••••••• 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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