DFX Intelligence
RIA Intelligence
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SEC-registered adviser
B•••••• P•••••••
Legal name B•••••• P••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Feb 16, 2012 · 23 filings
SEC status approved since Mar 8, 2012
RAUM
$244M
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
6
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$244M as of Mar 27, 2026
Apr 1, 2013$237M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Apr 1, 20130 then
Employees (5.A)6 as of Mar 27, 2026
Apr 1, 20136 then
Private funds1 as of Mar 27, 2026
Apr 1, 20132 then
RAUM -33% over the last fiscal year-12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $81.4MderivedRAUM 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
- -33%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 vehiclesreportedItem 5.G
- Custody
- $244M, 3 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
- 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$244M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $244M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••• M••••• F••• L••• | Hedge Fund | $368M | 35 | Feb 16, 2012 |
| B••••• V•••• F••• L••no longer reported | Hedge Fund | $109M | 33 | Feb 16, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••• N••••••• J••••• · Managing Directorcontrolsince 11/2006 · owns less than 5%
- B••••• R•••••• E••••• · Chief Financial Officercontrolsince 06/2011 · owns less than 5%
- B•••• H•••• L••••••• · Chief Operating Officercontrolsince 01/2022 · owns less than 5%
- B•••••••• G••••••• E••••• · Managing Partnercontrolsince 11/2006 · owns 25% to 50%
- G••••• J••••••••• P••••• · Managing Partnercontrolsince 11/2006 · owns 25% to 50%
- H•••••• M•••••••• E••••• · Chief Compliance Officersince 01/2019 · owns less than 5%
Related persons
Schedule D 7.A
- B•••••• P••••••• M••••••••• L••bankpooled vehicle sponsorn
- G••••••• C•••••• L••investment adviserpooled 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 27, 2026RAUM (Item 5.F) moved from $363,722,060 to $244,104,385 (-33.0%) between the annual amendments of 2025-03-27 and 2026-03-27; the peer median change was +4.0% (1145 comparable advisers, 8.0th percentile of changes)peers: asset managers, $100M to $500M (1,145) · 7.5% percentile
What changed
consecutive filings, newest first
- Assets in custody · $364M to $244MMay 21, 2025 to Mar 27, 2026
- Discretionary RAUM · $364M to $244MMay 21, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $364M to $244MMay 21, 2025 to Mar 27, 2026
- RAUM · $364M to $244MMay 21, 2025 to Mar 27, 2026
- Financial planning clients · 0 to 0Mar 27, 2025 to May 21, 2025
- HQ city · NEW YORK to BROOKLYNMar 27, 2025 to May 21, 2025
- Assets in custody · $368M to $364MMar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $372M to $364MMar 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $372M to $364MMar 28, 2024 to Mar 27, 2025
- RAUM · $372M to $364MMar 28, 2024 to Mar 27, 2025
- Pooled vehicle clients · 2 to 3Nov 10, 2023 to Mar 28, 2024
- Assets in custody · $360M to $368MNov 10, 2023 to Mar 28, 2024
- Discretionary RAUM · $360M to $372MNov 10, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $360M to $372MNov 10, 2023 to Mar 28, 2024
- RAUM · $360M to $372MNov 10, 2023 to Mar 28, 2024
- Accounts · 2 to 3Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $338M to $360MMar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $338M to $360MMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $338M to $360MMar 30, 2022 to Mar 31, 2023
- RAUM · $338M to $360MMar 30, 2022 to Mar 31, 2023
- Assets in custody · $210M to $338MMar 24, 2021 to Mar 30, 2022
- Employees · 5 to 6Mar 24, 2021 to Mar 30, 2022
- Financial planning clients · unset to 0Mar 24, 2021 to Mar 30, 2022
- Discretionary RAUM · $210M to $338MMar 24, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $210M to $338MMar 24, 2021 to Mar 30, 2022
- RAUM · $210M to $338MMar 24, 2021 to Mar 30, 2022
- Assets in custody · $174M to $210MMar 30, 2020 to Mar 24, 2021
- Discretionary RAUM · $174M to $210MMar 30, 2020 to Mar 24, 2021
- Pooled vehicle RAUM · $174M to $210MMar 30, 2020 to Mar 24, 2021
- RAUM · $174M to $210MMar 30, 2020 to Mar 24, 2021
- Pooled vehicle clients · 100 to 2Apr 5, 2019 to Mar 30, 2020
- Assets in custody · $150M to $174MApr 5, 2019 to Mar 30, 2020
- Discretionary RAUM · $150M to $174MApr 5, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $150M to $174MApr 5, 2019 to Mar 30, 2020
- RAUM · $150M to $174MApr 5, 2019 to Mar 30, 2020
- Assets in custody · $158M to $150MMar 22, 2018 to Mar 29, 2019
- Discretionary RAUM · $158M to $150MMar 22, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $158M to $150MMar 22, 2018 to Mar 29, 2019
- RAUM · $158M to $150MMar 22, 2018 to Mar 29, 2019
- Pooled vehicle clients · unset to 100.0Mar 24, 2017 to Mar 22, 2018
Signals
3 dated events
- B•••••• P••••••• reported RAUM $244.1M, down 33% from $363.7M (2025-05-21 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- B•••••• P••••••• reported RAUM $338.4M, up 61% from $210.0M (2021-03-24 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Lawrence Hugh Bush (Chief Operating Officer) appeared on Schedule A of B•••••• P•••••••Mar 30, 2022 · Control person joined · fact
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
- B••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 212-232-0117reportedpublic record, Form ADV, Mar 27, 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