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•• I••••••• L•••
Latest filing Mar 12, 2026
First filing on the tape Mar 21, 2012 · 40 filings
SEC status approved since Jul 20, 2011
RAUM
$838M
reported, Item 5.F
Discretionary
80%
of RAUM
Private clients
88%
$736M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
21
15 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$838M as of Mar 12, 2026
Mar 21, 2012$51.7M then
HNW client RAUM$734M as of Mar 12, 2026
Mar 21, 2018$186M then
State-registered IARs (5.B.3)0 as of Mar 12, 2026
Mar 21, 20120 then
Employees (5.A)21 as of Mar 12, 2026
Feb 21, 20134 then
Private funds2 as of Mar 12, 2026
Mar 19, 20253 then
RAUM +37% over the last fiscal year+29% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 12, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- 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
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $3.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 80%derivedof RAUM
- Institutional
- 4.3%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
- +37%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +29%derived
- Compensation
- percentage of assets, hourly, performance-based, commissionsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisers, educational seminars, otherreportedItem 5.G
- Custody
- $33.8M, 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$734M88%
- Pooled investment vehicles$65.4M7.8%
- Insurance companies$36.4M4.3%
- Individuals$1.5M0.2%
- Individual clients
- 3reported
- HNW clients
- 249reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 274reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $33.8M for 2 clientsreported
- Compensation
- % of AUM, hourly, performance, commissionsreported
- Class basis
- private_client_share=0.88 fund_share=0.08 institutional_share=0.04 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••••• A••••••• F•••• A• S••••••• O• A••••••• S•••••••• S•••• P••••• | Hedge Fund | $34.9M | 100 | Jan 3, 2023 |
| A••••••• I•••••••• G••• F•••• A• S••••••• O• A••••••• S••••••••• S•••• P••••• | Other Private Fund | $8.2M | 12 | Jan 3, 2023 |
| A••••••• D•••••• F•••• A• S•••••• O• A••••••• S••••••••• S•••• P••••• | Hedge Fund | $3.7M | 4 | Jan 3, 2023 |
Owners and control persons
Schedule A and B, latest filing
- P••••••• M•••••• B•••••••• N•• · Chief Compliance Officercontrolsince 07/2011 · owns less than 5%
- S••••••••• D•••• N•• · Chief Investment Officercontrolsince 07/2011 · owns less than 5%
- S••••• F••••• R•••••• · Chairmancontrolsince 07/2011 · owns less than 5%
- Z••••••••• D•••••• •••• · Chief Executive Officercontrolsince 05/2017 · owns 25% to 50%
- S••••• F••••• R•••••• · Shareholdercontrolsince 12/2007 · owns 75% or more of B•• C•••••• G•••• A•
Entity owners
- B•• C•••••• G•••• A• · Shareholderdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- B•• C••••••••• A•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Ebmatingen, Switzerland2 employees
What changed
consecutive filings, newest first
- Accounts · 220 to 274Jan 5, 2026 to Mar 12, 2026
- HNW clients · 192 to 249Jan 5, 2026 to Mar 12, 2026
- Individual clients · 4 to 3Jan 5, 2026 to Mar 12, 2026
- Pooled vehicle clients · 6 to 5Jan 5, 2026 to Mar 12, 2026
- Assets in custody · $53.8M to $33.8MJan 5, 2026 to Mar 12, 2026
- Employees · 18 to 21Jan 5, 2026 to Mar 12, 2026
- Private funds · 3 to 2Jan 5, 2026 to Mar 12, 2026
- Discretionary RAUM · $472M to $670MJan 5, 2026 to Mar 12, 2026
- HNW RAUM · $488M to $734MJan 5, 2026 to Mar 12, 2026
- Individual RAUM · $1.6M to $1.5MJan 5, 2026 to Mar 12, 2026
- Non-discretionary RAUM · $138M to $167MJan 5, 2026 to Mar 12, 2026
- Pooled vehicle RAUM · $85.0M to $65.4MJan 5, 2026 to Mar 12, 2026
- RAUM · $610M to $838MJan 5, 2026 to Mar 12, 2026
- Assets in custody · unset to 53835257.0Jun 30, 2025 to Dec 23, 2025
- Custody of client assets · false to trueJun 30, 2025 to Dec 23, 2025
- Financial planning clients · unset to May 8, 2025 to Jun 30, 2025
- Accounts · 240 to 220Jun 27, 2024 to Mar 19, 2025
- Advisory employees · 14 to 15Jun 27, 2024 to Mar 19, 2025
- HNW clients · 191 to 192Jun 27, 2024 to Mar 19, 2025
- Employees · 17 to 18Jun 27, 2024 to Mar 19, 2025
- HQ state · unset to Jun 27, 2024 to Mar 19, 2025
- Discretionary RAUM · $457M to $472MJun 27, 2024 to Mar 19, 2025
- HNW RAUM · $473M to $488MJun 27, 2024 to Mar 19, 2025
- Individual RAUM · $1.3M to $1.6MJun 27, 2024 to Mar 19, 2025
- Non-discretionary RAUM · $143M to $138MJun 27, 2024 to Mar 19, 2025
- Pooled vehicle RAUM · $83.7M to $85.0MJun 27, 2024 to Mar 19, 2025
- RAUM · $601M to $610MJun 27, 2024 to Mar 19, 2025
- Accounts · 207 to 240Mar 12, 2024 to Jun 27, 2024
- Pooled vehicle clients · unset to 6.0Mar 12, 2024 to Jun 27, 2024
- Private funds · unset to 3Mar 12, 2024 to Jun 27, 2024
- Discretionary RAUM · $362M to $457MMar 12, 2024 to Jun 27, 2024
- HNW RAUM · $438M to $473MMar 12, 2024 to Jun 27, 2024
- Individual RAUM · $1.2M to $1.3MMar 12, 2024 to Jun 27, 2024
- Non-discretionary RAUM · $119M to $143MMar 12, 2024 to Jun 27, 2024
- Pooled vehicle RAUM · unset to 83700991.0Mar 12, 2024 to Jun 27, 2024
- RAUM · $482M to $601MMar 12, 2024 to Jun 27, 2024
- Related adviser · true to falseMar 12, 2024 to Jun 27, 2024
- Accounts · 154 to 207Oct 2, 2023 to Mar 12, 2024
- Advisory employees · 15 to 14Oct 2, 2023 to Mar 12, 2024
- HNW clients · 138 to 191Oct 2, 2023 to Mar 12, 2024
Signals
2 dated events
- B•• I••••••• L••• reported RAUM $837.6M, up 37% from $610.1M (2026-01-05 to 2026-03-12)Mar 12, 2026 · RAUM change · derived
- B•• I••••••• L••• reported RAUM $381.1M, up 46% from $261.4M (2020-06-26 to 2021-03-15)Mar 15, 2021 · 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
- Website
- bficapital.com/wealth-managementreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +41 58 806 2210reportedpublic record, Form ADV, Mar 12, 2026
- Contact form
- bficapital.com/wealth-management/contactreportedpublished by the firm, firm site, Sep 16, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026