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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B•• H•••• C•••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jan 20, 2012 · 29 filings
SEC status approved since Jan 26, 2012
RAUM
$570M
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
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
14
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$570M as of Mar 31, 2026
Mar 27, 2013$285M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20130 then
Employees (5.A)7 as of Mar 31, 2026
Mar 27, 20136 then
Private funds14 as of Mar 31, 2026
Mar 27, 20135 then
RAUM -34% over the last fiscal year-10.0% 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
- $57.0MderivedRAUM 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
- -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 vehicles, selection of other advisers, otherreportedItem 5.G
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$570M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• H•••• C•••••• P••••••• I•• L• | Private Equity Fund | $200M | 102 | Mar 29, 2019 |
| B•• H•••• C•••••• P••••••• V• L• | Private Equity Fund | $154M | 148 | Mar 31, 2022 |
| B•• H•••• C•••••• P••••••• I•• L••• | Private Equity Fund | $145M | 28 | Mar 28, 2014 |
| B•• H•••• E••••••• P••••••• I• L• | Private Equity Fund | $119M | 2 | Jan 20, 2012 |
| B•• H•••• E••••••• P••••••• I•• L••• | Private Equity Fund | $110M | 2 | Mar 28, 2014 |
| B•• H•••• E••••••• P••••••• I• B• L• | Private Equity Fund | $79.4M | 2 | Jan 20, 2012 |
| B•• H•••• C•••••• P••••••• I• L• | Private Equity Fund | $76.1M | 23 | Jan 20, 2012 |
| B•• H•••• C•••••• P••••••• S••• L•• | Private Equity Fund | $66.7M | 2 | Mar 31, 2022 |
| B•• H•••• C•••••• P••••••• V•• L••• | Private Equity Fund | $10.5M | 63 | Mar 28, 2024 |
| B•• H•••• C•••••• P••••••• I•••• L• | Private Equity Fund | $8.6M | 14 | Mar 31, 2022 |
| B•• H•••• E••••••• P••••••• I• L• | Private Equity Fund | $6.5M | 2 | Jan 20, 2012 |
| B•• H•••• C•••••• P••••••• V••• L• | Private Equity Fund | $6.2M | 22 | Mar 28, 2024 |
| B•• H•••• C•••••• P••••••• I• L••• | Private Equity Fund | $4.9M | 19 | Jan 20, 2012 |
| B•• H•••• C•••••• P••••••• V•••• L••• | Private Equity Fund | $123,838 | 7 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- M••••••••• L••••• D•••• · Managing Partnercontrolsince 09/2006 · owns 75% or more
- B•••••••• B••• · Partnersince 01/2021 · owns less than 5%
- R••••••••• K•••••• D•••• · Ccosince 01/2023 · owns less than 5%
Related persons
Schedule D 7.A
- B••• G• I• L••pooled vehicle sponsorn
- B••• G• I•• L••pooled vehicle sponsorn
- B••• G• I••• L••pooled vehicle sponsorn
- B••• G• I•••• L••pooled vehicle sponsorn
- B••• G• I•• L••pooled vehicle sponsorn
- B••• G• S••• L••pooled vehicle sponsorn
- B••• G• V••• L••pooled vehicle sponsorn
- B••• G• V• L••pooled vehicle sponsorn
- B••• G• V•••• L••pooled vehicle sponsorn
- B••• G• V•• L••pooled vehicle sponsorn
- B••• G• I• L••pooled vehicle sponsorn
- B••• G• I•••• L••pooled vehicle sponsorn
- B••• G• I•• L••pooled vehicle sponsorn
- B••• G• I••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $864,385,000 to $569,785,000 (-34.0%) between the annual amendments of 2025-01-21 and 2026-03-31; the peer median change was +8.0% (673 comparable advisers, 5.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 4.9% percentile
What changed
consecutive filings, newest first
- Accounts · 14 to 10May 1, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 10May 1, 2025 to Mar 31, 2026
- Discretionary RAUM · $874M to $570MMay 1, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $874M to $570MMay 1, 2025 to Mar 31, 2026
- RAUM · $874M to $570MMay 1, 2025 to Mar 31, 2026
- Financial planning clients · unset to Jan 21, 2025 to May 1, 2025
- Discretionary RAUM · $864M to $874MJan 21, 2025 to May 1, 2025
- Pooled vehicle RAUM · $864M to $874MJan 21, 2025 to May 1, 2025
- RAUM · $864M to $874MJan 21, 2025 to May 1, 2025
- Accounts · 11 to 14Mar 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 11 to 14Mar 28, 2023 to Mar 28, 2024
- Private funds · 11 to 14Mar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $781M to $864MMar 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $781M to $864MMar 28, 2023 to Mar 28, 2024
- RAUM · $781M to $864MMar 28, 2023 to Mar 28, 2024
- Accounts · 8 to 11Mar 2, 2022 to Mar 31, 2022
- Advisory employees · 6 to 5Mar 2, 2022 to Mar 31, 2022
- Pooled vehicle clients · 8 to 11Mar 2, 2022 to Mar 31, 2022
- Employees · 8 to 7Mar 2, 2022 to Mar 31, 2022
- Private funds · 8 to 11Mar 2, 2022 to Mar 31, 2022
- Discretionary RAUM · $617M to $781MMar 2, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $617M to $781MMar 2, 2022 to Mar 31, 2022
- RAUM · $617M to $781MMar 2, 2022 to Mar 31, 2022
- Advisory employees · 5 to 6Nov 25, 2020 to Mar 24, 2021
- Employees · 7 to 8Nov 25, 2020 to Mar 24, 2021
- Financial planning clients · 1-10 to unsetNov 25, 2020 to Mar 24, 2021
- Discretionary RAUM · $590M to $617MNov 25, 2020 to Mar 24, 2021
- Pooled vehicle RAUM · $590M to $617MNov 25, 2020 to Mar 24, 2021
- RAUM · $590M to $617MNov 25, 2020 to Mar 24, 2021
- Discretionary RAUM · $552M to $590MMar 29, 2019 to Mar 20, 2020
- Pooled vehicle RAUM · $552M to $590MMar 29, 2019 to Mar 20, 2020
- RAUM · $552M to $590MMar 29, 2019 to Mar 20, 2020
- Accounts · 7 to 8Mar 21, 2018 to Mar 29, 2019
- Pooled vehicle clients · 7 to 8Mar 21, 2018 to Mar 29, 2019
- Private funds · 7 to 8Mar 21, 2018 to Mar 29, 2019
- Discretionary RAUM · $516M to $552MMar 21, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $516M to $552MMar 21, 2018 to Mar 29, 2019
- RAUM · $516M to $552MMar 21, 2018 to Mar 29, 2019
- Pooled vehicle clients · unset to 7.0Mar 22, 2017 to Mar 21, 2018
- Employees · 8 to 7Mar 22, 2017 to Mar 21, 2018
Signals
2 dated events
- B•• H•••• C•••••• M••••••••• L•• reported RAUM $569.8M, down 35% from $873.7M (2025-05-01 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- B•• H•••• C•••••• M••••••••• L•• reported RAUM $780.6M, up 26% from $617.1M (2022-03-02 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- B•• H•••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B•• H•••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- BAYH••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-391-4240reportedpublic 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