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••••• I••••••••• P••••••• I• L•••
Latest filing Mar 26, 2020
First filing on the tape Feb 9, 2012 · 13 filings
RAUM
$293M
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
10
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
$293M gross assets
History
13 filings and snapshots on the tape
RAUM$293M as of Mar 26, 2020
Mar 25, 2013$1.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2020
Mar 25, 20130 then
Employees (5.A)10 as of Mar 26, 2020
Mar 25, 201315 then
Private funds2 as of Mar 26, 2020
Mar 25, 20134 then
RAUM -18% over the last fiscal year-17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2020; 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
- $147MderivedRAUM 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
- -18%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
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$293M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••• E••••• F••• I••• L••• | Private Equity Fund | $43.3M | 70 | Feb 9, 2012 |
| B••••• E••••• F••• I•• L••• | Private Equity Fund | $4.9M | 57 | Feb 9, 2012 |
| B••••• E••••• F•••• L•••no longer reported | Private Equity Fund | $92,608 | 65 | Feb 9, 2012 |
| B••••• E••••• F••• I••• L•••no longer reported | Private Equity Fund | $30,793 | 3 | Feb 9, 2012 |
Owners and control persons
Schedule A and B, latest filing
- F•••••••• R••••••• S•••• · Limited Partner, B••••• I••••••••• P••••••• I• L•••controlsince 07/1999 · owns 25% to 50%
- F••••••••• J•••• S•••• · Limited Partner, B••••• I••••••••• P••••••• I• L•••controlsince 03/1999 · owns 25% to 50%
- M••••• P••••••• K•••• · Limited Partner, B••••• I••••••••• P••••••• I• L•••controlsince 09/1999 · owns 25% to 50%
- S••••• M••••••• D•••• · Chief Compliance Officer And Limited Partner, B••••• I••••••••• P••••••• I• L•••controlsince 05/2002 · owns 10% to 25%
- F•••••••• R••••••• S•••• · Membercontrolsince 07/1999 · owns 25% to 50% of B••••• P•••••• E••••• P•••••••• L••
- F••••••••• J•••• S•••• · Membercontrolsince 03/1999 · owns 25% to 50% of B••••• P•••••• E••••• P•••••••• L••
- M••••• P••••••• K•••• · Membercontrolsince 09/1999 · owns 25% to 50% of B••••• P•••••• E••••• P•••••••• L••
Entity owners
- B••••• P•••••• E••••• P•••••••• L•• · General Partner, B••••• I••••••••• P••••••• I• L•••direct · owns less than 5%
Related persons
Schedule D 7.A
- B••••• E••••• G• I•• L•• •••••••• A••••••••pooled vehicle sponsorn
- B••••• E••••• G• I••• I••• •••••••• A••••••••pooled vehicle sponsorn
Advisers that list B••••• I••••••••• P••••••• I• L••• as a related person
- 289948 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 11 to 10Apr 29, 2019 to Mar 26, 2020
- Discretionary RAUM · $360M to $293MApr 29, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $360M to $293MApr 29, 2019 to Mar 26, 2020
- RAUM · $360M to $293MApr 29, 2019 to Mar 26, 2020
- Advisory employees · 12 to 9Mar 28, 2018 to Mar 28, 2019
- Employees · 14 to 11Mar 28, 2018 to Mar 28, 2019
- Discretionary RAUM · $538M to $360MMar 28, 2018 to Mar 28, 2019
- Pooled vehicle RAUM · $538M to $360MMar 28, 2018 to Mar 28, 2019
- RAUM · $538M to $360MMar 28, 2018 to Mar 28, 2019
- Advisory employees · 10 to 12Mar 28, 2017 to Mar 28, 2018
- Pooled vehicle clients · unset to 2.0Mar 28, 2017 to Mar 28, 2018
- Employees · 17 to 14Mar 28, 2017 to Mar 28, 2018
- Other offices · unset to 0.0Mar 28, 2017 to Mar 28, 2018
- Discretionary RAUM · $512M to $538MMar 28, 2017 to Mar 28, 2018
- Pooled vehicle RAUM · unset to 537690000.0Mar 28, 2017 to Mar 28, 2018
- RAUM · $512M to $538MMar 28, 2017 to Mar 28, 2018
- Advisory employees · 11 to 10Mar 28, 2016 to Mar 28, 2017
- Employees · 16 to 17Mar 28, 2016 to Mar 28, 2017
- Discretionary RAUM · $877M to $512MMar 28, 2016 to Mar 28, 2017
- RAUM · $877M to $512MMar 28, 2016 to Mar 28, 2017
- Employees · 13 to 16Dec 24, 2015 to Mar 28, 2016
- Discretionary RAUM · $955M to $877MDec 24, 2015 to Mar 28, 2016
- RAUM · $955M to $877MDec 24, 2015 to Mar 28, 2016
- Accounts · 4 to 2Mar 18, 2014 to Mar 13, 2015
- Advisory employees · 13 to 11Mar 18, 2014 to Mar 13, 2015
- Employees · 15 to 13Mar 18, 2014 to Mar 13, 2015
- Private funds · 4 to 2Mar 18, 2014 to Mar 13, 2015
- Discretionary RAUM · $1.1B to $955MMar 18, 2014 to Mar 13, 2015
- RAUM · $1.1B to $955MMar 18, 2014 to Mar 13, 2015
- Related adviser · true to falseMar 18, 2014 to Mar 13, 2015
- Discretionary RAUM · $1.0B to $1.1BAug 29, 2013 to Mar 18, 2014
- RAUM · $1.0B to $1.1BAug 29, 2013 to Mar 18, 2014
- Advisory employees · unset to 13.0Mar 7, 2012 to Mar 25, 2013
- BD registered reps · unset to 0.0Mar 7, 2012 to Mar 25, 2013
- Employees · unset to 15.0Mar 7, 2012 to Mar 25, 2013
- State-registered IARs · unset to 0.0Mar 7, 2012 to Mar 25, 2013
- Discretionary RAUM · $1.0B to $1.0BMar 7, 2012 to Mar 25, 2013
- RAUM · $1.0B to $1.0BMar 7, 2012 to Mar 25, 2013
Signals
1 dated events
- B••••• I••••••••• P••••••• I• L••• reported RAUM $359.6M, down 33% from $537.7M (2018-03-28 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- B••••• I••••••••• P••••••• I• L••• · Independent Sponsorsshared crd · capital_provider
- B••••• I••••••••• P••••••• I• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- B•••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026