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••••• H••• M••••••••• L••

Former SEC-registered adviserWellesley H•••S, MassachusettsCRD 157838SEC 801-74009IAPD
Latest filing Oct 27, 2022
First filing on the tape Feb 14, 2012 · 26 filings
RAUM
$147M
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
6
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
$223M gross assets
History
26 filings and snapshots on the tape
RAUM$147M as of Mar 30, 2022
Apr 1, 2013$313M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2022
Apr 1, 20130 then
Employees (5.A)6 as of Mar 30, 2022
Apr 1, 201314 then
Private funds4 as of Mar 30, 2022
Apr 1, 20134 then
RAUM -34% over the last fiscal year-15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Oct 27, 2022; 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
$36.8MderivedRAUM 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
-34%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
$108M, 4 clientsreportedItem 9.A
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$147M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$108M for 4 clientsreported
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
      Every departureEvery arrival
      Private funds
      4 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      B••••• H••• C•••••• I• •••• L•••Private Equity Fund$72.0M23Feb 14, 2012
      B••••• H••• C•••••• I•• L•••Private Equity Fund$1.5M19Feb 14, 2012
      B••••• H••• C••••••• L•••Private Equity Fund$429,46827Feb 14, 2012
      B••••• H••• C•••••• •••• L•••Private Equity Fund$14,5933Feb 14, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • C•••• J•• R•••••• L• · Managing Partnercontrol
        since 06/2003 · owns 25% to 50%
      • D••••••• M•••• H••••• · Managing Partnercontrol
        since 06/2003 · owns 25% to 50%
      • H•••• J••••• H• · Managing Partner And Ccocontrol
        since 06/2003 · owns 10% to 25%
      • K••••••• B••••• E•••• · Managing Partnercontrol
        since 05/2005 · owns 10% to 25%
      Related persons
      Schedule D 7.A
      • B••••• H••• I••••••••• I• L••
        pooled vehicle sponsorn
      • B••••• H••• I••••••••• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • San Diego, CA1 employees
      What changed
      consecutive filings, newest first
      • Advisory employees · 6 to 5
        Mar 30, 2021 to Mar 30, 2022
      • Assets in custody · $195M to $108M
        Mar 30, 2021 to Mar 30, 2022
      • Employees · 7 to 6
        Mar 30, 2021 to Mar 30, 2022
      • Discretionary RAUM · $223M to $147M
        Mar 30, 2021 to Mar 30, 2022
      • Pooled vehicle RAUM · $223M to $147M
        Mar 30, 2021 to Mar 30, 2022
      • RAUM · $223M to $147M
        Mar 30, 2021 to Mar 30, 2022
      • Assets in custody · $145M to $195M
        May 27, 2020 to Mar 30, 2021
      • Discretionary RAUM · $193M to $223M
        May 27, 2020 to Mar 30, 2021
      • Pooled vehicle RAUM · $193M to $223M
        May 27, 2020 to Mar 30, 2021
      • RAUM · $193M to $223M
        May 27, 2020 to Mar 30, 2021
      • Advisory employees · 8 to 6
        Apr 30, 2019 to Mar 31, 2020
      • Assets in custody · $190M to $145M
        Apr 30, 2019 to Mar 31, 2020
      • Employees · 9 to 7
        Apr 30, 2019 to Mar 31, 2020
      • Discretionary RAUM · $241M to $193M
        Apr 30, 2019 to Mar 31, 2020
      • Pooled vehicle RAUM · $241M to $193M
        Apr 30, 2019 to Mar 31, 2020
      • RAUM · $241M to $193M
        Apr 30, 2019 to Mar 31, 2020
      • Advisory employees · 9 to 8
        Jan 25, 2019 to Mar 29, 2019
      • Assets in custody · $234M to $190M
        Jan 25, 2019 to Mar 29, 2019
      • Employees · 10 to 9
        Jan 25, 2019 to Mar 29, 2019
      • Discretionary RAUM · $288M to $241M
        Jan 25, 2019 to Mar 29, 2019
      • Pooled vehicle RAUM · $288M to $241M
        Jan 25, 2019 to Mar 29, 2019
      • RAUM · $288M to $241M
        Jan 25, 2019 to Mar 29, 2019
      • Advisory employees · 10 to 9
        Apr 27, 2018 to Jan 24, 2019
      • Employees · 12 to 10
        Apr 27, 2018 to Jan 24, 2019
      • HQ city · BOSTON to WELLESLEY H•••S
        Apr 27, 2018 to Jan 24, 2019
      • Advisory employees · 11 to 10
        Apr 28, 2017 to Mar 29, 2018
      • Pooled vehicle clients · unset to 4.0
        Apr 28, 2017 to Mar 29, 2018
      • Assets in custody · $251M to $234M
        Apr 28, 2017 to Mar 29, 2018
      • Employees · 14 to 12
        Apr 28, 2017 to Mar 29, 2018
      • Financial planning clients · unset to 0
        Apr 28, 2017 to Mar 29, 2018
      • Other offices · unset to 1.0
        Apr 28, 2017 to Mar 29, 2018
      • Discretionary RAUM · $306M to $288M
        Apr 28, 2017 to Mar 29, 2018
      • Pooled vehicle RAUM · unset to 288190813.0
        Apr 28, 2017 to Mar 29, 2018
      • RAUM · $306M to $288M
        Apr 28, 2017 to Mar 29, 2018
      • Assets in custody · $270M to $251M
        May 2, 2016 to Mar 30, 2017
      • Discretionary RAUM · $324M to $306M
        May 2, 2016 to Mar 30, 2017
      • RAUM · $324M to $306M
        May 2, 2016 to Mar 30, 2017
      • Assets in custody · $275M to $270M
        Mar 30, 2016 to Apr 28, 2016
      • Discretionary RAUM · $327M to $324M
        Mar 30, 2016 to Apr 28, 2016
      • RAUM · $327M to $324M
        Mar 30, 2016 to Apr 28, 2016
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      B•••••H•••CAPITAL.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
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026