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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Former SEC-registered adviser

B••• C••• P•••••••

Former SEC-registered adviserCRD 154361SEC 801-71627IAPD
Legal name B••• C••• P•••••••• L••
Latest filing May 1, 2013
First filing on the tape Jan 18, 2012 · 6 filings
RAUM
$19.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$9.5M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$113M as of Mar 5, 2013
Mar 7, 2012$91.4M then
HNW client RAUM: no history
State-registered IARs (5.B.3): 0
Employees (5.A): 2
Private funds: no history
RAUM -79% over the last fiscal year
Practice profile
derived from the filing of May 1, 2013; every figure names its basis
RAUM per advisor
$9.5MderivedRAUM 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
$139,192derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+24%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 individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 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
  • buys or sells securities as principal to or from clients (8.A.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
137reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
G•••••• A••• S••••Chartered Financial ConsultantPinetop, Az Mar 15, 202340 y2
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
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • G••••••• E•••• Q•••••• · Sole Member/Chief Compliance Officercontrol
    since 06/2010 · owns 75% or more
Related persons
Schedule D 7.A
  • C••••••••• F•••••••• C••••••••• I••••••••• I••
    investment advisern
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Pinetop, Az200
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 438 to 137
    Mar 5, 2013 to May 1, 2013
  • Advisory activities · 1 to 3
    Mar 5, 2013 to May 1, 2013
  • Financial planning clients · 0 to unset
    Mar 5, 2013 to May 1, 2013
  • State-registered IARs · 0 to 2
    Mar 5, 2013 to May 1, 2013
  • Discretionary RAUM · $105M to $19.1M
    Mar 5, 2013 to May 1, 2013
  • Non-discretionary RAUM · $8.1M to $0
    Mar 5, 2013 to May 1, 2013
  • RAUM · $113M to $19.1M
    Mar 5, 2013 to May 1, 2013
  • Accounts · 396 to 438
    Mar 7, 2012 to Mar 5, 2013
  • Advisory employees · unset to 2.0
    Mar 7, 2012 to Mar 5, 2013
  • Advisory activities · 2 to 1
    Mar 7, 2012 to Mar 5, 2013
  • Employees · unset to 2.0
    Mar 7, 2012 to Mar 5, 2013
  • State-registered IARs · unset to 0.0
    Mar 7, 2012 to Mar 5, 2013
  • Discretionary RAUM · $83.6M to $105M
    Mar 7, 2012 to Mar 5, 2013
  • Non-discretionary RAUM · $7.7M to $8.1M
    Mar 7, 2012 to Mar 5, 2013
  • RAUM · $91.4M to $113M
    Mar 7, 2012 to Mar 5, 2013
  • Accounts · 347 to 396
    Jan 23, 2012 to Mar 7, 2012
  • Discretionary RAUM · $98.4M to $83.6M
    Jan 23, 2012 to Mar 7, 2012
  • Non-discretionary RAUM · $0 to $7.7M
    Jan 23, 2012 to Mar 7, 2012
  • RAUM · $98.4M to $91.4M
    Jan 23, 2012 to Mar 7, 2012
  • Related adviser · false to true
    Jan 19, 2012 to Jan 23, 2012
Signals
1 dated events
  • V•••••• E••••• S••••••••• left B••• C••• P••••••• for N•••• • P••••• F•••••••• S•••••••• I••• (registered 2022-01-07)
    Dec 31, 2022 · Advisor changed firm · 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
Website
B•••C•••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
$9.5Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026