DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
SEC-registered adviser
B•• P••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 22 filings
SEC status approved since Mar 30, 2012
RAUM
$6.1B
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
13
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$6.1B as of Mar 31, 2026
Mar 28, 2013$772M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20130 then
Employees (5.A)13 as of Mar 31, 2026
Mar 28, 20134 then
Private funds4 as of Mar 31, 2026
Mar 28, 20134 then
RAUM +8.2% over the last fiscal year+11% 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
- $873MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.2%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $12.2M, 2 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$6.0B98%
- Corporations and businesses$130M2.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $12.2M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• V•••• F•••• L• | Hedge Fund | $3.2B | 83 | Feb 14, 2012 |
| B••••••••• V•••• F••• I•• L••• | Hedge Fund | $2.5B | 121 | Feb 14, 2012 |
| B••••••••• V•••• T•••••• F••• O• L• | Hedge Fund | $323M | 4 | Mar 29, 2016 |
| B•• I••••••••• L•• | Hedge Fund | $580,280 | 2 | Feb 14, 2012 |
| B•• B•••••• S•• L•••no longer reported | Hedge Fund | $0 | 1 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- K•••••• J••••• G••••••• · Chief Financial Officer, Chief Compliance Officercontrolsince 05/2017 · owns less than 5%
- L••••••• M•••• N••••• · Chief Executive Officercontrolsince 11/1993 · owns less than 5%
- M•••••• J••••• R••••• · Chief Operating Officercontrolsince 07/2019 · owns less than 5%
- L••••••• M•••• N••••• · Shareholdercontrolsince 08/1993 · owns 75% or more of B•• I•••
Entity owners
- B•• I••• · General Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- B•• G• H••••••• L•••••pooled vehicle sponsory
- B•• I• G• L•••••pooled vehicle sponsory
- B•• I• G• L•••••pooled vehicle sponsory
- B•• P••••••• O• L•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Wayne, PA1 employees
What changed
consecutive filings, newest first
- Advisory employees · 11 to 10Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $10.0M to $12.2MMar 31, 2025 to Mar 31, 2026
- Employees · 15 to 13Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.6B to $6.1BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.6B to $6.0BMar 31, 2025 to Mar 31, 2026
- RAUM · $5.6B to $6.1BMar 31, 2025 to Mar 31, 2026
- Assets in custody · $9.3M to $10.0MMar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $6.1B to $5.6BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $6.1B to $5.6BMar 29, 2024 to Mar 31, 2025
- RAUM · $6.1B to $5.6BMar 29, 2024 to Mar 31, 2025
- Accounts · 8 to 7Jan 29, 2024 to Mar 29, 2024
- Advisory employees · 8 to 11Jan 29, 2024 to Mar 29, 2024
- Assets in custody · $10.1M to $9.3MJan 29, 2024 to Mar 29, 2024
- Employees · 12 to 15Jan 29, 2024 to Mar 29, 2024
- Discretionary RAUM · $4.5B to $6.1BJan 29, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $4.4B to $6.1BJan 29, 2024 to Mar 29, 2024
- RAUM · $4.5B to $6.1BJan 29, 2024 to Mar 29, 2024
- Advisory employees · 10 to 8Mar 31, 2022 to Mar 29, 2023
- Assets in custody · $15.2M to $10.1MMar 31, 2022 to Mar 29, 2023
- Employees · 14 to 12Mar 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $4.9B to $4.5BMar 31, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $4.8B to $4.4BMar 31, 2022 to Mar 29, 2023
- RAUM · $4.9B to $4.5BMar 31, 2022 to Mar 29, 2023
- Assets in custody · $1.8M to $15.2MMar 30, 2021 to Mar 31, 2022
- Employees · 13 to 14Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $4.7B to $4.9BMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $4.6B to $4.8BMar 30, 2021 to Mar 31, 2022
- RAUM · $4.7B to $4.9BMar 30, 2021 to Mar 31, 2022
- Advisory employees · 9 to 10Mar 30, 2020 to Mar 30, 2021
- Assets in custody · $1.7M to $1.8MMar 30, 2020 to Mar 30, 2021
- Employees · 12 to 13Mar 30, 2020 to Mar 30, 2021
- Other offices · 0 to 1Mar 30, 2020 to Mar 30, 2021
- Discretionary RAUM · $2.4B to $4.7BMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $2.3B to $4.6BMar 30, 2020 to Mar 30, 2021
- RAUM · $2.4B to $4.7BMar 30, 2020 to Mar 30, 2021
- Accounts · 7 to 8Sep 30, 2019 to Mar 30, 2020
- Pooled vehicle clients · 4 to 5Sep 30, 2019 to Mar 30, 2020
- Assets in custody · $1.3B to $1.7MSep 30, 2019 to Mar 30, 2020
- Discretionary RAUM · $1.4B to $2.4BSep 30, 2019 to Mar 30, 2020
Signals
7 dated events
- B•• P••••••• L••• reported RAUM $6.1B, up 37% from $4.5B (2024-01-29 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Matthew Perry (President) no longer on Schedule A of B•• P••••••• L••• (listed 2023-03-29, absent 2024-01-29)Jan 29, 2024 · Control person left · inference
- B•• P••••••• L••• reported RAUM $4.7B, up 96% from $2.4B (2020-03-30 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- B•• P••••••• L••• reported RAUM $2.4B, up 70% from $1.4B (2019-09-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Robert Jason Mccune (Chief Operating Officer) appeared on Schedule A of B•• P••••••• L•••Sep 30, 2019 · Control person joined · fact
- D Mitchell Kaye (Chief Operating Officer) no longer on Schedule A of B•• P••••••• L••• (listed 2019-03-28, absent 2019-09-30)Sep 30, 2019 · Control person left · inference
- B•• P••••••• L••• reported RAUM $1.8B, up 49% from $1.2B (2017-05-04 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- B•• P•••••••• L••• · Family Officesshared crd · manager
How to reach
public business contact points only, each with its source
- Website
- w••.b••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 415-525-8800reportedpublic 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