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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Former SEC-registered adviser
B• C•••••• P•••••••
Legal name B• F•••••••• S•••••••• L••
Latest filing Jul 3, 2013
First filing on the tape Jun 11, 2013 · 3 filings
RAUM
$101M
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
1
1 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
9
$83.6M gross assets
History
3 filings and snapshots on the tape
RAUM$101M as of Jul 3, 2013
Jun 11, 2013$101M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 3, 2013
Jun 11, 20130 then
Employees (5.A)1 as of Jul 3, 2013
Jun 11, 20131 then
Private funds9 as of Jul 3, 2013
Jun 11, 201318 then
Practice profile
derived from the filing of Jul 3, 2013; 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
- $10.1MderivedRAUM 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
- unknownderivedbetween 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 individuals, 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
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
- B•••• W••••••••• to F••••••••• C•••••• L••Sep 26, 2013 · Other
Joined, latest
none on the tape
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B• C•••••• P•••••••• L••• | Private Equity Fund | $6.3M | 50 | Mar 30, 2012 |
| B• T••••••••• I•••••••• I•• L•• | Private Equity Fund | $5.3M | 5 | Apr 1, 2015 |
| B• O••••••••• P••••••• L••• | Hedge Fund | $4.3M | 70 | Mar 30, 2012 |
| B• T••••••••• I••••••••• L•• | Private Equity Fund | $2.5M | 13 | Jun 11, 2013 |
| T•••• M•••••••• P••••••• | Private Equity Fund | $1.5M | 6 | Jun 11, 2013 |
| B••• M••••••• L•• | Venture Capital Fund | $1.4M | 15 | Feb 6, 2024 |
| B• O••••••••• ••• P•••••••• L• | Hedge Fund | $638,943 | 20 | Apr 11, 2014 |
| W•••••••• L••• P•••••••• L•• | Private Equity Fund | $380,000 | 2 | Jun 11, 2013 |
| A•••••• M•••• I••••••••• L•• | Venture Capital Fund | $354,717 | 18 | Feb 6, 2024 |
| B• M•••••• L•• | Private Equity Fund | $262,143 | 8 | Jun 11, 2013 |
| B• C••••••••• P•••••••• L•• | Private Equity Fund | $170,781 | 32 | Mar 30, 2012 |
| P••••••••• I••••••••• L•• | Private Equity Fund | $118,484 | 16 | Mar 30, 2012 |
| B• P• L•• | Private Equity Fund | $55,938 | 44 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- W••••••••• B•••• · President, Member, Ccocontrolsince 11/2011 · owns 75% or more
Related persons
Schedule D 7.A
- B• O••••••••• M••••••• L••pooled vehicle sponsory
- B••• M•••••••• L••pooled vehicle sponsory
- T•••• M•••••••• M••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Private funds · 18 to 9Jun 11, 2013 to Jun 28, 2013
Signals
1 dated events
- B• C•••••• P••••••• filed its initial SEC registration (Form ADV)Jun 11, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- B• C•••••• P••••••• · Private Equityshared crd · organization
- B• C•••••• P••••••• · Venture Capitalshared crd · organization
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
- Former SEC-registered adviserderiveda 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