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•••••• B••••••• M••••••••• C•••••• L•••
Latest filing Mar 17, 2026
First filing on the tape Feb 13, 2012 · 22 filings
SEC status approved since Mar 30, 2012
RAUM
$1.9B
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
15
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$1.9B as of Mar 17, 2026
Mar 15, 2013$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 17, 2026
Mar 15, 20130 then
Employees (5.A)15 as of Mar 17, 2026
Mar 15, 201312 then
Private funds3 as of Mar 17, 2026
Mar 15, 20134 then
RAUM +40% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 17, 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
- $649MderivedRAUM 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
- +40%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-based, 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$1.9B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 3reported
- 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••• C•••••• M•••••• C• L••• | Private Equity Fund | $683M | 40 | Mar 25, 2022 |
| B•••••• C•••••• V• L••• | Private Equity Fund | $455M | 60 | Mar 27, 2018 |
| B•••••• C•••••• V•• L••• | Private Equity Fund | $160M | 32 | Mar 13, 2024 |
| B•••••• C•••••• I• L••• | Private Equity Fund | $73.3M | 19 | Feb 13, 2012 |
| B•••••• C•••••• P•• L••• | Private Equity Fund | $45.1M | 27 | Jul 31, 2012 |
| B•••••• C•••••• I• L•••no longer reported | Private Equity Fund | $14.9M | 23 | Feb 13, 2012 |
| B•••••• C•••••• I•• L•••no longer reported | Private Equity Fund | $9.4M | 64 | Feb 13, 2012 |
| S•••••••• E••••••••• F••• I• L•••no longer reported | Private Equity Fund | $1.5M | 39 | Feb 13, 2012 |
| S•••••••• E••••••••• F••• I•• L•••no longer reported | Private Equity Fund | $432,461 | 54 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• G••••• G••••• · Managing Partnercontrolsince 02/1991 · owns 50% to 75%
- L•••••••• S••••• P••• · Managing Partnercontrolsince 12/2019 · owns 50% to 75%
- B••••••• G••••• G••••• · Managing Member And Co-Presidentcontrolsince 08/2023 · owns 50% to 75% of B•••••• B••••••• M••••••••• C•••••• G•• L••
- L•••••••• S••••• P••• · Managing Member And Co-Presidentcontrolsince 08/2023 · owns 50% to 75% of B•••••• B••••••• M••••••••• C•••••• G•• L••
- D•••••• G•••• K•••• · Chief Compliance Officer, Chief Financial Officer, Directorsince 01/2012 · owns less than 5%
Entity owners
- B•••••• B••••••• M••••••••• C•••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B•••••• B••••••• M•••••• C• L•••••investment adviserpooled vehicle sponsorn
- B•••••• B••••••• V• L•••••investment adviserpooled vehicle sponsorn
- B•••••• B••••••• V•• L•••••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 11 to 12Mar 13, 2025 to Mar 17, 2026
- Employees · 14 to 15Mar 13, 2025 to Mar 17, 2026
- Discretionary RAUM · $1.4B to $1.9BMar 13, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $1.4B to $1.9BMar 13, 2025 to Mar 17, 2026
- RAUM · $1.4B to $1.9BMar 13, 2025 to Mar 17, 2026
- Advisory employees · 12 to 11Mar 27, 2024 to Mar 13, 2025
- Employees · 15 to 14Mar 27, 2024 to Mar 13, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 13, 2025
- Discretionary RAUM · $1.3B to $1.4BMar 27, 2024 to Mar 13, 2025
- Pooled vehicle RAUM · $1.3B to $1.4BMar 27, 2024 to Mar 13, 2025
- RAUM · $1.3B to $1.4BMar 27, 2024 to Mar 13, 2025
- Discretionary RAUM · $1.1B to $1.3BMar 13, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $1.1B to $1.3BMar 13, 2024 to Mar 27, 2024
- RAUM · $1.1B to $1.3BMar 13, 2024 to Mar 27, 2024
- Accounts · 4 to 3Aug 29, 2023 to Mar 13, 2024
- Pooled vehicle clients · 4 to 3Aug 29, 2023 to Mar 13, 2024
- Employees · 14 to 15Aug 29, 2023 to Mar 13, 2024
- Private funds · 4 to 3Aug 29, 2023 to Mar 13, 2024
- Discretionary RAUM · $1.1B to $1.1BAug 29, 2023 to Mar 13, 2024
- Pooled vehicle RAUM · $1.1B to $1.1BAug 29, 2023 to Mar 13, 2024
- RAUM · $1.1B to $1.1BAug 29, 2023 to Mar 13, 2024
- Organization form · Corporation to Limited PartnershipMar 23, 2023 to Aug 29, 2023
- Succession · false to trueMar 23, 2023 to Aug 29, 2023
- Business name · B•••••• B••••••• M••••••••• C•••• to B•••••• B••••••• M••••••••• C•••••• L•••Aug 29, 2023 to Aug 29, 2023
- Legal name · B•••••• B••••••• M••••••••• C•••• to B•••••• B••••••• M••••••••• C•••••• L•••Aug 29, 2023 to Aug 29, 2023
- Succession · true to falseAug 29, 2023 to Aug 29, 2023
- Advisory employees · 11 to 12Mar 25, 2022 to Mar 23, 2023
- Employees · 13 to 14Mar 25, 2022 to Mar 23, 2023
- Discretionary RAUM · $2.1B to $1.1BMar 25, 2022 to Mar 23, 2023
- Pooled vehicle RAUM · $2.1B to $1.1BMar 25, 2022 to Mar 23, 2023
- RAUM · $2.1B to $1.1BMar 25, 2022 to Mar 23, 2023
- Accounts · 3 to 4Jul 5, 2021 to Mar 25, 2022
- Advisory employees · 12 to 11Jul 5, 2021 to Mar 25, 2022
- Pooled vehicle clients · 3 to 4Jul 5, 2021 to Mar 25, 2022
- Employees · 14 to 13Jul 5, 2021 to Mar 25, 2022
- Private funds · 3 to 4Jul 5, 2021 to Mar 25, 2022
- Discretionary RAUM · $1.6B to $2.1BJul 5, 2021 to Mar 25, 2022
- Pooled vehicle RAUM · $1.6B to $2.1BJul 5, 2021 to Mar 25, 2022
- RAUM · $1.6B to $2.1BJul 5, 2021 to Mar 25, 2022
- Other offices · 1 to 0Mar 15, 2021 to Jul 5, 2021
Signals
7 dated events
- B•••••• B••••••• M••••••••• C•••••• L••• reported RAUM $1.9B, up 40% from $1.4B (2025-03-13 to 2026-03-17)Mar 17, 2026 · RAUM change · derived
- B•••••• B••••••• M••••••••• C•••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Aug 29, 2023 · Succession (Item 4) · fact
- B•••••• B••••••• M••••••••• C•••••• L••• reported RAUM $1.1B, down 47% from $2.1B (2022-03-25 to 2023-03-23)Mar 23, 2023 · RAUM change · derived
- B•••••• B••••••• M••••••••• C•••••• L••• reported RAUM $2.1B, up 32% from $1.6B (2021-07-05 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- Merrill William Matthes (Vice President And Managing Partner) no longer on Schedule A of B•••••• B••••••• M••••••••• C•••••• L••• (listed 2021-03-15, absent 2021-07-05)Jul 5, 2021 · Control person left · inference
- Paul Simon Lonergan (Managing Partner) appeared on Schedule A of B•••••• B••••••• M••••••••• C•••••• L•••Mar 11, 2020 · Control person joined · fact
- B•••••• B••••••• M••••••••• C•••••• L••• reported RAUM $1.2B, up 56% from $783.4M (2017-03-21 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- B•••••• B••••••• M••••••••• C•••••• L••• · Independent Sponsorsshared crd · capital_provider
- B•••••• B••••••• M••••••••• C•••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/behrman-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- B••••••CAP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212 980-6500reportedpublic record, Form ADV, Mar 17, 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