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
B••••••••• C••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 30 filings
SEC status approved since Mar 30, 2012
RAUM
$100B
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
168
59 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
12
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$100B as of Mar 31, 2026
Apr 1, 2013$16B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)168 as of Mar 31, 2026
Apr 1, 201371 then
Private funds12 as of Mar 31, 2026
Apr 1, 201313 then
RAUM +18% over the last fiscal year+12% 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
- $8.4BderivedRAUM 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
- Custody
- $13B, 12 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$100B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $13B for 12 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 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
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•• F••• L••• | Hedge Fund | $47B | 256 | Feb 13, 2012 |
| F•• L••• | Hedge Fund | $9.0B | 10 | Feb 13, 2012 |
| O•••••• F•••• L••• | Hedge Fund | $8.8B | 1 | Feb 13, 2012 |
| B••• L••• | Hedge Fund | $6.0B | 159 | Feb 13, 2012 |
| F•••• L• | Hedge Fund | $1.8B | 83 | Feb 13, 2012 |
| N•• F•• L••• | Hedge Fund | $1.6B | 10 | Feb 13, 2012 |
| W•••••••• L••• | Hedge Fund | $1.5B | 10 | Mar 31, 2021 |
| S••• L••• | Hedge Fund | $1.3B | 1 | Oct 5, 2016 |
| E•••••••• F•••• L•••no longer reported | Hedge Fund | $1.2B | 2 | Oct 5, 2016 |
| B•• L••• | Hedge Fund | $1.1B | 6 | Feb 13, 2012 |
| R•• L••••••no longer reported | Hedge Fund | $922M | 0 | Feb 13, 2012 |
| N•• F••• L••• | Hedge Fund | $695M | 15 | Feb 13, 2012 |
| F••• I•• L•••no longer reported | Hedge Fund | $43.3M | 0 | Feb 13, 2012 |
| S•••••••• F••• L•••no longer reported | Hedge Fund | $33.7M | 3 | Feb 13, 2012 |
| A•••• L••• | Hedge Fund | $22.6M | 0 | Feb 13, 2012 |
| A••••••••• R••••••• F•••• L•••no longer reported | Hedge Fund | $17.8M | 10 | Feb 13, 2012 |
| V•••• R••••••• F••• L•••••• | Hedge Fund | $6.2M | 1 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- S•••••••• G••••••• B•••••• · Foundercontrolsince 02/1994 · owns less than 5%
- Z••••••••• N••••• G••• · Foundercontrolsince 02/1994 · owns less than 5%
- S•••••••• G••••••• B•••••• · Shareholdercontrolsince 12/2012 · owns 50% to 75% of S••• I•••
- S•••••••• G••••••• B•••••• · L•••••• Partnercontrolsince 07/2001 · owns 25% to 50% of S••• L•••
- Z••••••••• N••••• G••• · Shareholdercontrolsince 12/2012 · owns 50% to 75% of S••• I•••
- Z••••••••• N••••• G••• · L•••••• Partnercontrolsince 07/2001 · owns 50% to 75% of S••• L•••
- K•••••••• S••••• R• · Chief Compliance Officersince 10/2024 · owns less than 5%
- S••••••• J•••• N••••••• · Member, Chief Financial Officer And Chief Operating Officersince 10/2007 · owns less than 5%
- T••••••• W••••••• D••••••• · General Counselsince 03/2017 · owns less than 5%
Entity owners
- B••••••••• C•••••• I•• L••• · Managerdirect · owns 50% to 75%
- S••• L••• · Memberdirect · owns 25% to 50%
- S••• I••• · General Partnerindirect · owns F of S••• L•••
- S••• I••• · General Partnerindirect · owns F of B••••••••• C•••••• I•• L•••
Related persons
Schedule D 7.A
- W•••••• C•••• G•• I•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 54 to 59Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $12B to $13BMar 31, 2025 to Mar 31, 2026
- Employees · 158 to 168Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $85B to $100BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $85B to $100BMar 31, 2025 to Mar 31, 2026
- RAUM · $85B to $100BMar 31, 2025 to Mar 31, 2026
- Financial planning clients · unset to Oct 3, 2024 to Mar 31, 2025
- Advisory employees · 57 to 54Oct 3, 2024 to Mar 31, 2025
- Assets in custody · $11B to $12BOct 3, 2024 to Mar 31, 2025
- Employees · 155 to 158Oct 3, 2024 to Mar 31, 2025
- Discretionary RAUM · $65B to $85BOct 3, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $65B to $85BOct 3, 2024 to Mar 31, 2025
- RAUM · $65B to $85BOct 3, 2024 to Mar 31, 2025
- Advisory employees · 52 to 57Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $12B to $11BMar 31, 2023 to Mar 28, 2024
- Employees · 144 to 155Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $72B to $65BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $72B to $65BMar 31, 2023 to Mar 28, 2024
- RAUM · $72B to $65BMar 31, 2023 to Mar 28, 2024
- Advisory employees · 54 to 52Jan 30, 2023 to Mar 31, 2023
- Assets in custody · $14B to $12BJan 30, 2023 to Mar 31, 2023
- Employees · 147 to 144Jan 30, 2023 to Mar 31, 2023
- Discretionary RAUM · $49B to $72BJan 30, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $49B to $72BJan 30, 2023 to Mar 31, 2023
- RAUM · $49B to $72BJan 30, 2023 to Mar 31, 2023
- Accounts · 13 to 12Apr 6, 2021 to Mar 31, 2022
- Advisory employees · 63 to 54Apr 6, 2021 to Mar 31, 2022
- Pooled vehicle clients · 13 to 12Apr 6, 2021 to Mar 31, 2022
- Assets in custody · $14B to $14BApr 6, 2021 to Mar 31, 2022
- Employees · 133 to 147Apr 6, 2021 to Mar 31, 2022
- Private funds · 13 to 12Apr 6, 2021 to Mar 31, 2022
- Discretionary RAUM · $37B to $49BApr 6, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $37B to $49BApr 6, 2021 to Mar 31, 2022
- RAUM · $37B to $49BApr 6, 2021 to Mar 31, 2022
- Accounts · 12 to 13Mar 30, 2020 to Mar 31, 2021
- Advisory employees · 53 to 63Mar 30, 2020 to Mar 31, 2021
- Pooled vehicle clients · 12 to 13Mar 30, 2020 to Mar 31, 2021
- Assets in custody · $13B to $14BMar 30, 2020 to Mar 31, 2021
- Employees · 120 to 133Mar 30, 2020 to Mar 31, 2021
- Private funds · 12 to 13Mar 30, 2020 to Mar 31, 2021
Signals
4 dated events
- B••••••••• C••••••• L•• reported RAUM $84.7B, up 30% from $65.1B (2024-10-03 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- B••••••••• C••••••• L•• reported RAUM $71.8B, up 47% from $48.8B (2023-01-30 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- B••••••••• C••••••• L•• reported RAUM $48.8B, up 31% from $37.3B (2021-04-06 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B••••••••• C••••••• L•• reported RAUM $36.8B, up 38% from $26.6B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
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/B•••••••••-CAPITAL-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- B•••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-497-3500reportedpublic 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