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•••••• P•••••••
Legal name B•• C•••••• P•••••••• L••
Latest filing Aug 3, 2026
First filing on the tape Feb 13, 2012 · 26 filings
SEC status approved since Mar 30, 2012
RAUM
$52B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$52B
derived; firm RAUM over IAPD count
Employees
498
231 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
45
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$52B as of Aug 3, 2026
Mar 28, 2013$4.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 3, 2026
Mar 28, 20130 then
Employees (5.A)498 as of Aug 3, 2026
Mar 28, 201340 then
Private funds45 as of Aug 3, 2026
Mar 28, 201311 then
RAUM +4.2% over the last fiscal year+7.9% a year over threeIARs 0 to 0offices 11 to 12
Practice profile
derived from the filing of Aug 3, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $52BderivedRAUM 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
- $1.1BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 498.0derivedItem 5.A over advisors
- Advisors per office
- 0.1derived13 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.2%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $496M, 1 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$52B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 46reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $496M for 1 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=171.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•• H••••• J••••• | Austin, Tx | Jul 17, 2014 | 12 y | 0 |
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
none on the tape
Private funds
54 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• C•••••• P••••••• F••• 4• L• | Private Equity Fund | $10B | 473 | Mar 31, 2023 |
| B•• C•••••• P••••••• F••• 3• L• | Private Equity Fund | $7.4B | 321 | Mar 30, 2020 |
| B•• C•••••• P••••••• F••• I•• L••• | Private Equity Fund | $6.5B | 172 | Mar 27, 2015 |
| B•• O•••••• H•••••••• L• | Private Equity Fund | $5.5B | 28 | Mar 30, 2022 |
| B•• S•••••• H•••••••• L•• | Private Equity Fund | $4.9B | 27 | Mar 30, 2020 |
| B•• A•••• H••••••• 2• L•• | Private Equity Fund | $4.7B | 39 | Mar 30, 2022 |
| B•• C•••••• P••••••• F••• 3• •••• S••• | Private Equity Fund | $3.4B | 62 | Mar 30, 2020 |
| B•• C•••••• P••••••• F••• 4• ••••• L• | Private Equity Fund | $3.4B | 60 | Mar 31, 2023 |
| B•• B••••• H•••••••• L•• | Private Equity Fund | $2.9B | 14 | Mar 30, 2016 |
| B•• C•••••• P••••••• O•• C•••••••• •••••••• L•••no longer reported | Private Equity Fund | $2.6B | 58 | Mar 28, 2014 |
| B•• E••••• F••• S••• | Private Equity Fund | $2.6B | 10 | Mar 28, 2024 |
| B•• C•••••• P••••••• F••• I• L••• | Private Equity Fund | $1.9B | 109 | Feb 13, 2012 |
| B•• C•••••• P••••••• F••• I• ••••• L••• | Private Equity Fund | $1.6B | 29 | Mar 27, 2015 |
| B•• S•••••• B•••••• H•••••••• L•• | Private Equity Fund | $1.6B | 8 | Mar 30, 2020 |
| B•• M••••••• H•••••••• L•• | Private Equity Fund | $1.5B | 16 | Mar 30, 2022 |
| B•• E•••••••• H•••••••• L• | Private Equity Fund | $1.4B | 8 | Mar 28, 2024 |
| B•• P••• H•••••••• L• | Private Equity Fund | $1.3B | 15 | Mar 28, 2024 |
| B•• W•• H•••••••• L•• | Private Equity Fund | $917M | 3 | Mar 31, 2017 |
| B•• C•••••• P••••••• A•••• F•••• L••• | Private Equity Fund | $879M | 70 | Feb 13, 2012 |
| B•• C•••••• P••••••• F••• 4• ••• S••• | Private Equity Fund | $814M | 24 | Mar 31, 2023 |
| B•• C•••••• P••••••• F••• 3• •••• L• | Private Equity Fund | $630M | 53 | Mar 30, 2020 |
| B•• C•••••• P••••••• F••• I• •••• L••• | Private Equity Fund | $595M | 27 | Mar 27, 2015 |
| B•• M••••••• B•••••• H•••••••• L•• | Private Equity Fund | $543M | 7 | Mar 30, 2022 |
| B•• R••••• H•••••••• L•• | Private Equity Fund | $528M | 6 | Mar 28, 2024 |
| B•• E•••••• H•••••••• L•• | Private Equity Fund | $445M | 15 | Mar 28, 2024 |
| B•• C•••••• P••••••• F••• I••• L••• | Private Equity Fund | $352M | 22 | Feb 13, 2012 |
| B•• C•••••• P••••••• F••• 3• ••••• L• | Private Equity Fund | $342M | 16 | Mar 30, 2020 |
| B•• R••••• B•••••• H•••••••• L•• | Private Equity Fund | $339M | 5 | Mar 28, 2024 |
| B•• A•••• A••••••••• L•• | Private Equity Fund | $307M | 14 | Mar 31, 2017 |
| B•••• I••••••••• F••• I•• L••• | Private Equity Fund | $306M | 64 | Mar 27, 2015 |
| B•• A••• I••••••••• L• | Private Equity Fund | $287M | 9 | Mar 28, 2024 |
| B•• C•••••• P••••••• A•••• F••• I••• L••• | Private Equity Fund | $266M | 18 | Feb 13, 2012 |
| A•••• S••••••• L• | Private Equity Fund | $237M | 58 | Mar 30, 2020 |
| B•• M••••••• H•••••••• L••no longer reported | Private Equity Fund | $221M | 6 | Mar 31, 2017 |
| B•• C•••••• P••••••• F••• I• ••••• L••• | Private Equity Fund | $195M | 6 | Mar 31, 2017 |
| B•• C•••••• P••••••• W•• C••••••••• L•••no longer reported | Private Equity Fund | $185M | 6 | Feb 13, 2012 |
| F••• I••• S••••••• L• | Private Equity Fund | $141M | 208 | Mar 29, 2019 |
| B•• C•••••• P••••••• C• F••• I• L•••no longer reported | Private Equity Fund | $139M | 9 | Feb 13, 2012 |
| F••• 3• S••••••• L••• | Private Equity Fund | $135M | 297 | Mar 31, 2023 |
| B•• C•••••• P••••••• M•••••• C••••••••• L••• | Private Equity Fund | $117M | 1 | Mar 30, 2016 |
Owners and control persons
Schedule A and B, latest filing
- B••••• M••••••• E•••• · Partner & Chief Financial Officercontrolsince 04/2009 · owns less than 5%
- J•••••• D••• H••••• · Presidentcontrolsince 11/2013 · owns less than 5%
- L•••••• G••••• R••••• · Co-Chief Executive Officercontrolsince 01/2023 · owns less than 5%
- M•••••• C••••• Z•• · Managing Director & Global Chief Compliance Officercontrolsince 01/2020 · owns less than 5%
- O••• S••• W•••••••• · Presidentcontrolsince 04/2009 · owns less than 5%
- R•••••• B••••••• P••••••• · Partner & Chief Operating Officercontrolsince 01/2023 · owns less than 5%
- T•••• M••• A•• · Partner & Chief Legal Officercontrolsince 01/2018 · owns less than 5%
- T••••• B••••• D•••• · Chairman & Co-Chief Executive Officercontrolsince 04/2009 · owns less than 5%
- T••••• B••••• D•••• · Limited Partnercontrolsince 09/2011 · owns 25% to 50% of B•• • M•• H•••••••• L•••
- T••••• B••••• D•••• · Membercontrolsince 04/2009 · owns 75% or more of B••• G•• L••
Entity owners
- B•• • M•• H•••••••• L••• · Parentdirect · owns 75% or more
- B••• G•• L•• · Memberdirect · owns less than 5%
- B••• G•• L•• · General Partnerindirect · owns F of B•• • M•• H•••••••• L•••
Related persons
Schedule D 7.A
- B•• • M•• P••••••• E••••• G•••broker-dealern
- B•• • M•• P••••••• I••••••••• L••broker-dealern
- B•• • M•• P•••••••• L••broker-dealern
- B•••• A•• G• I• L••investment adviserpooled vehicle sponsory
- B•••• E•• G•• C••investment adviserbankpooled vehicle sponsory
- B•••• G• 3•• ••••• L••investment adviserbankpooled vehicle sponsory
- B•••• G• 3•• •••• S•• R•••investment adviserbankpooled vehicle sponsory
- B•••• G• 3••• L•••investment adviserbankpooled vehicle sponsory
- B•••• G• 3• L•••investment adviserbankpooled vehicle sponsory
- B•••• G• 4•• ••••• L••investment adviserbankpooled vehicle sponsory
- B•••• G• 4•• ••• S•• R•••investment adviserbankpooled vehicle sponsory
- B•••• G• 4••• L•••investment adviserbankpooled vehicle sponsory
- B•••• G• 4• L•investment adviserbankpooled vehicle sponsory
- B•••• G• I• L••investment adviserbankpooled vehicle sponsory
- B•••• G• I••• ••••• L••investment adviserbankpooled vehicle sponsory
- B•••• G• I•••• L•••investment adviserbankpooled vehicle sponsory
- B•••• G• I•• C••investment adviserbankpooled vehicle sponsory
- B•••• G• I•• L•••investment adviserbankpooled vehicle sponsory
- G• I• S••••••• L••pooled vehicle sponsory
- M•• P•••••••• L•••investment adviserbanknRAUM $21B
- M•• R••• E••••• M••••••••• L••bankpooled vehicle sponsorn
Advisers that list B•• C•••••• P••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY61 employees
- New York, NY35 employees
- Santa Monica, CA13 employees
- Palm Beach, FL7 employees
- London, United Kingdom6 employees
- Rye, NY5 employees
- Denver, CO4 employees
- San F••••••Co, CA4 employees
- Dallas, TX2 employees
What changed
consecutive filings, newest first
- Accounts · 44 to 46Aug 12, 2025 to Mar 30, 2026
- Advisory employees · 208 to 231Aug 12, 2025 to Mar 30, 2026
- BD registered reps · 150 to 171Aug 12, 2025 to Mar 30, 2026
- Pooled vehicle clients · 44 to 45Aug 12, 2025 to Mar 30, 2026
- Assets in custody · $496M to $496MAug 12, 2025 to Mar 30, 2026
- Employees · 456 to 498Aug 12, 2025 to Mar 30, 2026
- Other offices · 11 to 12Aug 12, 2025 to Mar 30, 2026
- Private funds · 44 to 45Aug 12, 2025 to Mar 30, 2026
- Discretionary RAUM · $49B to $52BAug 12, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $0 to $1.7MAug 12, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $49B to $52BAug 12, 2025 to Mar 30, 2026
- RAUM · $49B to $52BAug 12, 2025 to Mar 30, 2026
- Accounts · 45 to 44Jul 8, 2024 to Mar 31, 2025
- Advisory employees · 189 to 208Jul 8, 2024 to Mar 31, 2025
- BD registered reps · 138 to 150Jul 8, 2024 to Mar 31, 2025
- Pooled vehicle clients · 45 to 44Jul 8, 2024 to Mar 31, 2025
- Assets in custody · $916M to $496MJul 8, 2024 to Mar 31, 2025
- Employees · 421 to 456Jul 8, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jul 8, 2024 to Mar 31, 2025
- Other offices · 9 to 11Jul 8, 2024 to Mar 31, 2025
- Private funds · 45 to 44Jul 8, 2024 to Mar 31, 2025
- Discretionary RAUM · $50B to $49BJul 8, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $50B to $49BJul 8, 2024 to Mar 31, 2025
- RAUM · $50B to $49BJul 8, 2024 to Mar 31, 2025
- Accounts · 36 to 45Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 175 to 189Mar 31, 2023 to Mar 28, 2024
- BD registered reps · 123 to 138Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 36 to 45Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $1.2B to $916MMar 31, 2023 to Mar 28, 2024
- Employees · 393 to 421Mar 31, 2023 to Mar 28, 2024
- Private funds · 36 to 45Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $41B to $50BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $41B to $50BMar 31, 2023 to Mar 28, 2024
- RAUM · $41B to $50BMar 31, 2023 to Mar 28, 2024
- Accounts · 30 to 36Jan 31, 2023 to Mar 31, 2023
- Advisory employees · 100 to 175Jan 31, 2023 to Mar 31, 2023
- BD registered reps · 105 to 123Jan 31, 2023 to Mar 31, 2023
- Pooled vehicle clients · 30 to 36Jan 31, 2023 to Mar 31, 2023
- Assets in custody · $2.1B to $1.2BJan 31, 2023 to Mar 31, 2023
- Employees · 170 to 393Jan 31, 2023 to Mar 31, 2023
Signals
39 dated events
- B•• C•••••• P••••••• reported 9 offices beyond its principal office, up from 3 (2023-01-31 to 2023-03-31)Mar 31, 2023 · Office count change · derived
- Morgan Chad Feingold (Partner & Chief Administrative Officer) no longer on Schedule A of B•• C•••••• P••••••• (listed 2022-11-22, absent 2023-01-31)Jan 31, 2023 · Control person left · inference
- Robert Gregg Lemkau (Co-Chief Executive Officer) appeared on Schedule A of B•• C•••••• P•••••••Jan 31, 2023 · Control person joined · fact
- Pearsall Brendan Rogers (Partner & Chief Operating Officer) appeared on Schedule A of B•• C•••••• P•••••••Jan 31, 2023 · Control person joined · fact
- Robert William Bush (Co-Founder And Vice Chairman) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-11-11, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- L••• D••••• M••••• (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-11-11, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Francis Donald Mclellan (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Lee Robert Verigan (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Michael James Head (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- D Edgar Legaspi (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Sands Timothy Thompson (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Darin Kelly Rainko (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Davis Jennifer Dunne (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- E Genevieve Hovde (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Baker Elizabeth Keffer (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Matthew D••••• Shefter (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Anne Noa Meyer (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Nmn Bong Shinn (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Kumar Ashish Lal (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Kathleen Tiffany Hagge (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- Dennis Robert Reid (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- E••••• J••••• R•••• (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-03-30, absent 2020-05-19)May 19, 2020 · Control person left · inference
- B•• C•••••• P••••••• reported RAUM $27.8B, up 75% from $15.9B (2020-02-04 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Dennis Robert Reid (Partner) appeared on Schedule A of B•• C•••••• P•••••••Mar 30, 2020 · Control person joined · fact
- E••••• J••••• R•••• (Partner) appeared on Schedule A of B•• C•••••• P•••••••Mar 30, 2020 · Control person joined · fact
- Hale Christopher Williams (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-02-04, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Merritt Monte Koch (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-02-04, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Don J••••• Gutman (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-02-04, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Eamonn John Gilligan (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-02-04, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- O. Elbert Robinson (Partner) no longer on Schedule A of B•• C•••••• P••••••• (listed 2020-02-04, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- B•• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- B•• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bdtmsd-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bdtmsd.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-660-7300reportedpublic record, Form ADV, Aug 3, 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
- $52Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
B•• C•••••• P••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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