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••••• I••••••••• P••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 22, 2012 · 42 filings
SEC status approved since Oct 12, 2012
RAUM
$9.6B
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
16
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$9.6B as of Mar 31, 2026
Feb 8, 2013$308M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Feb 8, 20130 then
Employees (5.A)16 as of Mar 31, 2026
Feb 8, 20133 then
Private funds: no history
RAUM +16% over the last fiscal year+13% 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
- $291MderivedRAUM 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
- +16%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
- 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$9.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 33reported
- 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••• M••••••• J••• · Chief Operating Officercontrolsince 02/2012 · owns less than 5%
- G••••••••• D••••• S•••• · Chief Executive Officer And Deputy Compliance Officercontrolsince 10/2019 · owns less than 5%
- O••••••• T•••••• W•••••• · Chief Compliance Officercontrolsince 01/2023 · owns less than 5%
- H••••••• J••• S•••••• · Ownercontrolsince 08/2007 · owns 75% or more of H••••• C••••••• I•••
Entity owners
- B••••• I••••••••• P••••••• L•• · Ownerdirect · owns 75% or more
- C••••••• I••••••••• G•••• I••• · Ownerindirect · owns 75% or more of C••••••• I••••••••• M••••••••• U• H••••••• L••
- C••••••• I••••••••• M••••••••• U• H••••••• L•• · Ownerindirect · owns 75% or more of B••••• I••••••••• P••••••• L••
- H••••• C••••••• I••• · Ownerindirect · owns 25% to 50% of C••••••• I••••••••• G•••• I•••
Related persons
Schedule D 7.A
- B••••• I••••••••• G•••••• G•••investment advisern
- B••••• I••••••••• P••••••• G• 2• L••pooled vehicle sponsorn
- B••••• I••••••••• P••••••• G• L••pooled vehicle sponsorn
- B••••• I••••••••• P••••••• G• M••••• L••••••pooled vehicle sponsorn
- B••••• I••••••••• P••••••• I• G• 2• L••pooled vehicle sponsorn
- B••••• I••••••••• P••••••• I• G• L••••••pooled vehicle sponsorn
- B••••• I••••••••• P••••••• I•• G• L••••••pooled vehicle sponsorn
- B••••• I••••••••• P••••••• I• G• L••••••pooled vehicle sponsorn
- B••••• I••••••••• P••••••• L••investment adviseryRAUM $9.6B
Advisers that list B••••• I••••••••• P••••••• L•• as a related person
- 161881 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 27 to 33Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 15 to 14Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 27 to 33Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $8.3B to $9.6BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $8.3B to $9.6BMar 28, 2025 to Mar 31, 2026
- RAUM · $8.3B to $9.6BMar 28, 2025 to Mar 31, 2026
- Accounts · 26 to 27Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 13 to 15Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 26 to 27Mar 28, 2024 to Mar 28, 2025
- Employees · 13 to 16Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $7.9B to $8.3BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $7.9B to $8.3BMar 28, 2024 to Mar 28, 2025
- RAUM · $7.9B to $8.3BMar 28, 2024 to Mar 28, 2025
- Advisory employees · 11 to 13May 4, 2023 to Mar 28, 2024
- Employees · 11 to 13May 4, 2023 to Mar 28, 2024
- Discretionary RAUM · $6.6B to $7.9BMay 4, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $6.6B to $7.9BMay 4, 2023 to Mar 28, 2024
- RAUM · $6.6B to $7.9BMay 4, 2023 to Mar 28, 2024
- Accounts · 25 to 26Feb 16, 2023 to Mar 31, 2023
- Advisory employees · 10 to 11Feb 16, 2023 to Mar 31, 2023
- Pooled vehicle clients · 25 to 26Feb 16, 2023 to Mar 31, 2023
- Employees · 10 to 11Feb 16, 2023 to Mar 31, 2023
- Discretionary RAUM · $5.2B to $6.6BFeb 16, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $5.2B to $6.6BFeb 16, 2023 to Mar 31, 2023
- RAUM · $5.2B to $6.6BFeb 16, 2023 to Mar 31, 2023
- Discretionary RAUM · $5.3B to $5.2BMar 30, 2022 to Apr 5, 2022
- Pooled vehicle RAUM · $5.3B to $5.2BMar 30, 2022 to Apr 5, 2022
- RAUM · $5.3B to $5.2BMar 30, 2022 to Apr 5, 2022
- Accounts · 23 to 25Feb 17, 2022 to Mar 30, 2022
- Advisory employees · 11 to 10Feb 17, 2022 to Mar 30, 2022
- Pooled vehicle clients · 23 to 25Feb 17, 2022 to Mar 30, 2022
- Employees · 11 to 10Feb 17, 2022 to Mar 30, 2022
- Discretionary RAUM · $4.4B to $5.3BFeb 17, 2022 to Mar 30, 2022
- Pooled vehicle RAUM · $4.4B to $5.3BFeb 17, 2022 to Mar 30, 2022
- RAUM · $4.4B to $5.3BFeb 17, 2022 to Mar 30, 2022
- Accounts · 17 to 23Mar 31, 2020 to Mar 31, 2021
- Advisory employees · 7 to 11Mar 31, 2020 to Mar 31, 2021
- Pooled vehicle clients · 17 to 23Mar 31, 2020 to Mar 31, 2021
- Assets in custody · 0.0 to unsetMar 31, 2020 to Mar 31, 2021
Signals
10 dated events
- B••••• I••••••••• P••••••• L•• reported RAUM $6.6B, up 26% from $5.2B (2023-02-16 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- John Robert Gregor (Owner) no longer on Schedule A of B••••• I••••••••• P••••••• L•• (listed 2023-02-16, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Steven Lowry (Owner) no longer on Schedule A of B••••• I••••••••• P••••••• L•• (listed 2023-02-16, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- W•••••• T••••• O•••••• (Chief Compliance Officer) appeared on Schedule A of B••••• I••••••••• P••••••• L••Feb 16, 2023 · Control person joined · fact
- Jay Hennick (Owner) appeared on Schedule A of B••••• I••••••••• P••••••• L••Jun 28, 2022 · Control person joined · fact
- Roger Jeffrey Neil (Owner) no longer on Schedule A of B••••• I••••••••• P••••••• L•• (listed 2022-04-05, absent 2022-06-28)Jun 28, 2022 · Control person left · inference
- B••••• I••••••••• P••••••• L•• reported RAUM $4.4B, up 99% from $2.2B (2020-03-31 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Scott David Greenblatt (Chief Executive Officer And Deupty Compliance Officer) appeared on Schedule A of B••••• I••••••••• P••••••• L••Nov 8, 2019 · Control person joined · fact
- B••••• I••••••••• P••••••• L•• reported RAUM $2.3B, up 88% from $1.2B (2017-03-31 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- B•••••• B••••• I••••••••• P••••••• L•• filed its initial SEC registration (Form ADV)Jun 22, 2012 · First SEC registration · 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•••••INFRA.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 1 646-661-3900reportedpublic 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