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• I••••••••• P•••••••• L•••
Latest filing Mar 30, 2026
First filing on the tape Feb 10, 2012 · 28 filings
SEC status approved since Mar 30, 2012
RAUM
$7.9B
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
47
32 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$7.9B as of Mar 30, 2026
Mar 20, 2013$868M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 20, 20130 then
Employees (5.A)47 as of Mar 30, 2026
Mar 20, 201322 then
Private funds10 as of Mar 30, 2026
Mar 20, 20134 then
RAUM +48% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $722MderivedRAUM 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
- +48%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, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$7.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
- S••••• L•••••• B•••• to H•••••• R••• W••••• M•••••••••May 14, 2019 · Other
Joined, latest
- S••••• L•••••• B•••• from H•••••• S••••••••• I•••Sep 15, 2017 · Other
Private funds
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• ••••••••• F••• X•• L•• | Private Equity Fund | $1.1B | 62 | Mar 29, 2023 |
| B••• ••••••••• F••• X• L••• | Private Equity Fund | $1.0B | 35 | Mar 29, 2021 |
| B••• F••• X• L••• | Private Equity Fund | $916M | 68 | Mar 29, 2021 |
| B••• F••• I•• L••• | Private Equity Fund | $755M | 83 | Mar 26, 2018 |
| B••• F••• X•• L••• | Private Equity Fund | $731M | 111 | Mar 29, 2023 |
| B••• ••••••••• F••• I•• L••• | Private Equity Fund | $578M | 24 | Mar 26, 2018 |
| B••• F••• V•••• L• | Private Equity Fund | $322M | 86 | Mar 20, 2013 |
| B• R• C••••••••• F••• L• | Private Equity Fund | $157M | 34 | Mar 28, 2024 |
| B••••• V••••••• L•••••• P••••••••• V•• | Private Equity Fund | $113M | 89 | Feb 10, 2012 |
| B••••• V••••••• L•••••• P••••••••• V•no longer reported | Private Equity Fund | $57.2M | 112 | Feb 10, 2012 |
| B••••• V••••••• L•••••• P••••••••• V•no longer reported | Private Equity Fund | $5.7M | 86 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• M•••••••• C••••• · President And Chief Operating Officercontrolsince 09/2016 · owns less than 5%
- H•••••• J•••••••• R••••• · Chief Financial Officer And Chief Compliance Officercontrolsince 07/2015 · owns less than 5%
- R••••• V••••••• N•• · Managing Partner, Ceocontrolsince 05/2008 · owns 75% or more
- R••••• V••••••• N•• · Managing Membercontrolsince 05/2017 · owns 75% or more of B••• H•••••• L••
Entity owners
- B••• H•••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B••••• V••••••• C•••••• V••• L••investment adviserpooled vehicle sponsorn
- B• R• G•• L••investment adviserpooled vehicle sponsorn
- B••• F••• I• G•• L••investment adviserpooled vehicle sponsorn
- B••• F••• X• G•• L••investment adviserpooled vehicle sponsorn
- B••• F••• X• G•• L••investment adviserpooled vehicle sponsorn
- B••• G•• L••investment adviserpooled vehicle sponsorn
- B••• O••••••• G•• L•••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 10 to 11Mar 26, 2025 to Mar 30, 2026
- Advisory employees · 30 to 32Mar 26, 2025 to Mar 30, 2026
- Employees · 42 to 47Mar 26, 2025 to Mar 30, 2026
- Private funds · 9 to 10Mar 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $5.4B to $7.9BMar 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $5.4B to $7.9BMar 26, 2025 to Mar 30, 2026
- RAUM · $5.4B to $7.9BMar 26, 2025 to Mar 30, 2026
- Advisory employees · 29 to 30Apr 9, 2024 to Mar 26, 2025
- Employees · 40 to 42Apr 9, 2024 to Mar 26, 2025
- Financial planning clients · unset to Apr 9, 2024 to Mar 26, 2025
- Discretionary RAUM · $5.7B to $5.4BApr 9, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $5.7B to $5.4BApr 9, 2024 to Mar 26, 2025
- RAUM · $5.7B to $5.4BApr 9, 2024 to Mar 26, 2025
- Accounts · 9 to 10Mar 29, 2023 to Mar 28, 2024
- Advisory employees · 22 to 29Mar 29, 2023 to Mar 28, 2024
- Pooled vehicle clients · 9 to 10Mar 29, 2023 to Mar 28, 2024
- Employees · 34 to 40Mar 29, 2023 to Mar 28, 2024
- Private funds · 8 to 9Mar 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.2B to $5.7BMar 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $5.2B to $5.7BMar 29, 2023 to Mar 28, 2024
- RAUM · $5.2B to $5.7BMar 29, 2023 to Mar 28, 2024
- Accounts · 7 to 9Jan 31, 2023 to Mar 29, 2023
- Advisory employees · 20 to 22Jan 31, 2023 to Mar 29, 2023
- Pooled vehicle clients · 7 to 9Jan 31, 2023 to Mar 29, 2023
- Employees · 31 to 34Jan 31, 2023 to Mar 29, 2023
- Private funds · 6 to 8Jan 31, 2023 to Mar 29, 2023
- Discretionary RAUM · $3.5B to $5.2BJan 31, 2023 to Mar 29, 2023
- Pooled vehicle RAUM · $3.5B to $5.2BJan 31, 2023 to Mar 29, 2023
- RAUM · $3.5B to $5.2BJan 31, 2023 to Mar 29, 2023
- Advisory employees · 19 to 20Mar 29, 2021 to Mar 24, 2022
- Employees · 29 to 31Mar 29, 2021 to Mar 24, 2022
- Discretionary RAUM · $3.2B to $3.5BMar 29, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $3.2B to $3.5BMar 29, 2021 to Mar 24, 2022
- RAUM · $3.2B to $3.5BMar 29, 2021 to Mar 24, 2022
- Accounts · 5 to 7Mar 25, 2020 to Mar 29, 2021
- Advisory employees · 16 to 19Mar 25, 2020 to Mar 29, 2021
- Pooled vehicle clients · 5 to 7Mar 25, 2020 to Mar 29, 2021
- Employees · 26 to 29Mar 25, 2020 to Mar 29, 2021
- Other offices · 1 to 0Mar 25, 2020 to Mar 29, 2021
- Private funds · 4 to 6Mar 25, 2020 to Mar 29, 2021
Signals
6 dated events
- B• I••••••••• P•••••••• L••• reported RAUM $7.9B, up 48% from $5.4B (2025-03-26 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- B• I••••••••• P•••••••• L••• reported RAUM $5.2B, up 49% from $3.5B (2023-01-31 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- Haskell Justin Harrison (Managing Partner) no longer on Schedule A of B• I••••••••• P•••••••• L••• (listed 2023-01-31, absent 2023-03-29)Mar 29, 2023 · Control person left · inference
- B• I••••••••• P•••••••• L••• reported RAUM $3.2B, up 83% from $1.7B (2020-03-25 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- B• I••••••••• P•••••••• L••• reported RAUM $1.7B, up 70% from $984.0M (2017-08-10 to 2018-03-26)Mar 26, 2018 · RAUM change · derived
- B• I••••••••• P•••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)May 22, 2017 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- B• I••••••••• P•••••••• L••• · Independent Sponsorsshared crd · capital_provider
- B• I••••••••• P•••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-350-1500reportedpublic record, Form ADV, Mar 30, 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