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
X••••• W••••• L••
Latest filing Mar 23, 2026
First filing on the tape May 8, 2018 · 23 filings
SEC status approved since May 23, 2018
RAUM
$475M
reported, Item 5.F
Discretionary
82%
of RAUM
Private clients
77%
$367M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$95.1M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$475M as of Mar 23, 2026
Mar 26, 2019$8.4M then
HNW client RAUM$0 as of Mar 23, 2026
Mar 26, 2019$0 then
State-registered IARs (5.B.3)5 as of Mar 23, 2026
Mar 26, 20192 then
Employees (5.A)5 as of Mar 23, 2026
Mar 26, 20192 then
Private funds: no history
RAUM +63% over the last fiscal year+41% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $95.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 945derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $98,806derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 82%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
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +63%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +21%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, otherreportedItem 5.G
- Wrap fee program
- $419MreportedItem 5.I
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$367M77%
- Corporations and businesses$109M23%
- Individual clients
- 4,727reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- n/areported
- Accounts
- 4,810reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.77 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S••••••• M•••• | Miami, Fl | Aug 7, 2018 | 22 y | 4 |
| I•••••• D•• F••••• | Miami, Fl | May 10, 2022 | 10 y | 0 |
| A••••••• R•••• P••• | Miami, Fl | Jan 31, 2024 | 12 y | 0 |
| E•••••• G••••• | Miami, Fl | Jan 1, 2025 | 17 y | 0 |
| M••••••• A•••••• | Miami, Fl | Jan 1, 2026 | 16 y | 2 |
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
Left, latest
none on the tape
Joined, latest
- S••••••• M•••• from D••••••• I•••Jul 31, 2017 · Other
- M••••••• A•••••• from H•••• I••••••••• A••••••• L••May 3, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••••• M••••••• · Manager And Ceocontrolsince 12/2010 · owns less than 5%
- M••••• S••••••• · Manager And Coocontrolsince 06/2022 · owns less than 5%
- R•• D• S•• C••••••• · Chief Compliance Officersince 12/2017 · owns less than 5%
Entity owners
- B•• G••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 5 | 1 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- unusually high clients per advisorStatic outlier · filing Mar 23, 2026private clients per advisor of 945.4 against a peer median of 57.3 (3076 comparable advisers, 100.0th percentile, 25.3 robust deviations)peers: independent wealth managers, $100M to $500M (3,076) · 100% percentile
- RAUM up 50 %Change between filings · filing Mar 23, 2026RAUM (Item 5.F) moved from $291,662,177 to $475,256,096 (+63.0%) between the annual amendments of 2025-04-10 and 2026-03-23; the peer median change was +15.0% (4550 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 4,059 to 4,810Apr 10, 2025 to Mar 23, 2026
- Business name · B•• A••••••• L•• to X••••• W••••• L••Apr 10, 2025 to Mar 23, 2026
- Corporate clients · 155 to 83Apr 10, 2025 to Mar 23, 2026
- Individual clients · 3,906 to 4,727Apr 10, 2025 to Mar 23, 2026
- Employees · 6 to 5Apr 10, 2025 to Mar 23, 2026
- Legal name · B•• A••••••• L•• to X••••• W••••• L••Apr 10, 2025 to Mar 23, 2026
- Discretionary RAUM · $273M to $389MApr 10, 2025 to Mar 23, 2026
- Individual RAUM · $258M to $367MApr 10, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $19.1M to $86.7MApr 10, 2025 to Mar 23, 2026
- RAUM · $292M to $475MApr 10, 2025 to Mar 23, 2026
- Accounts · 3,755 to 4,059Jun 19, 2024 to Apr 10, 2025
- Advisory employees · 4 to 5Jun 19, 2024 to Apr 10, 2025
- Corporate clients · 48 to 155Jun 19, 2024 to Apr 10, 2025
- Individual clients · 3,705 to 3,906Jun 19, 2024 to Apr 10, 2025
- Employees · 4 to 6Jun 19, 2024 to Apr 10, 2025
- Financial planning clients · unset to Jun 19, 2024 to Apr 10, 2025
- State-registered IARs · 4 to 5Jun 19, 2024 to Apr 10, 2025
- Discretionary RAUM · $217M to $273MJun 19, 2024 to Apr 10, 2025
- Individual RAUM · $203M to $258MJun 19, 2024 to Apr 10, 2025
- Non-discretionary RAUM · $3.8M to $19.1MJun 19, 2024 to Apr 10, 2025
- RAUM · $221M to $292MJun 19, 2024 to Apr 10, 2025
- Accounts · 2,106 to 3,755Jul 19, 2023 to Apr 1, 2024
- Corporate clients · 32 to 48Jul 19, 2023 to Apr 1, 2024
- Individual clients · 2,068 to 3,705Jul 19, 2023 to Apr 1, 2024
- Discretionary RAUM · $167M to $217MJul 19, 2023 to Apr 1, 2024
- Individual RAUM · $152M to $203MJul 19, 2023 to Apr 1, 2024
- Non-discretionary RAUM · $1.1M to $3.8MJul 19, 2023 to Apr 1, 2024
- RAUM · $169M to $221MJul 19, 2023 to Apr 1, 2024
- Accounts · 1,665 to 2,106Aug 30, 2022 to Mar 31, 2023
- Advisory employees · 2 to 4Aug 30, 2022 to Mar 31, 2023
- Corporate clients · 27 to 32Aug 30, 2022 to Mar 31, 2023
- Individual clients · 2,337 to 2,068Aug 30, 2022 to Mar 31, 2023
- Employees · 2 to 4Aug 30, 2022 to Mar 31, 2023
- State-registered IARs · 2 to 4Aug 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $171M to $167MAug 30, 2022 to Mar 31, 2023
- Individual RAUM · $151M to $152MAug 30, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $1.1M to $1.1MAug 30, 2022 to Mar 31, 2023
- RAUM · $172M to $169MAug 30, 2022 to Mar 31, 2023
- Accounts · 1,013 to 1,665Dec 16, 2021 to Mar 31, 2022
- Charity clients · 0.0 to unsetDec 16, 2021 to Mar 31, 2022
Signals
4 dated events
- X••••• W••••• L•• reported RAUM $475.3M, up 63% from $291.7M (2025-04-10 to 2026-03-23)Mar 23, 2026 · RAUM change · derived
- Enrique Pedro Fernandez De Los Muros (Member) no longer on Schedule A of X••••• W••••• L•• (listed 2022-08-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- S••••••• M•••• (Member, Manager And Coo) appeared on Schedule A of X••••• W••••• L••Aug 30, 2022 · Control person joined · fact
- B•• A••••••• L•• filed its initial SEC registration (Form ADV)May 8, 2018 · First SEC registration · 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
- Firm profile
- linkedin.com/company/bcpglobalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bam.globalinvest.usreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-415-0060reportedpublic record, Form ADV, Mar 23, 2026
- Contact form
- bam.globalinvest.us/contactreportedpublished by the firm, firm site, Sep 17, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $95.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026