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••••••••• A•••••••
Legal name B•••••• I••••••••• A•••••••• L••
Latest filing May 15, 2026
First filing on the tape Mar 17, 2015 · 16 filings
SEC status approved since Mar 23, 2015
RAUM
$1.1B
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
12
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$1.1B as of May 15, 2026
Mar 30, 2016$406M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 15, 2026
Mar 30, 20160 then
Employees (5.A)12 as of May 15, 2026
Mar 30, 20169 then
Private funds9 as of May 15, 2026
Mar 30, 20163 then
RAUM -6.7% over the last fiscal year-3.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 15, 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
- $118MderivedRAUM 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
- -6.7%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
- buys or sells securities as principal to or from clients (8.A.2)
- 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$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- 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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••• I••••••••• P••••••• I•••• L• | Private Equity Fund | $268M | 50 | Mar 29, 2019 |
| B•••••• I••••••••• P••••••• I••• L• | Private Equity Fund | $234M | 73 | Mar 17, 2015 |
| B•••••• I••••••••• P••••••• I•••• L• | Private Equity Fund | $161M | 15 | Mar 29, 2019 |
| B•••••• I••••••••• P••••••• A•• I•• • B••• L• | Other Private Fund | $67.0M | 73 | Mar 29, 2019 |
| T•• F••• I••••••••• L• | Private Equity Fund | $34.6M | 1 | Mar 31, 2023 |
| B•••••• I••••••••• P••••••• I•• L• | Private Equity Fund | $34.6M | 58 | Mar 30, 2012 |
| B•••••• I••••••••• P••••••• A•• I•• • E•••• I••• L• | Other Private Fund | $32.0M | 73 | Mar 30, 2018 |
| B•••••• I••••••••• P••••••• A•• I•• • O••• L••• | Other Private Fund | $9.4M | 73 | Mar 31, 2017 |
| B•••••• I••••••••• P•••••••• L•no longer reported | Private Equity Fund | $3.4M | 51 | Mar 30, 2012 |
| B•••••• I••••••••• P••••••• A•• I•• • N•• V••••• P•••••••• L• | Other Private Fund | $3.2M | 73 | Mar 29, 2019 |
| B•••••• I••••••••• P••••••• A•• I•• • N•• V•••••• L• | Other Private Fund | $0 | 73 | Mar 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- B••••• A•••• M••••• · Managing Directorcontrolsince 03/2011 · owns less than 5%
- M••••••• A••••• V•••••• · Managing Directorcontrolsince 02/2005 · owns 5% to 10%
- T••••••• J••• G••••••• · Ceo And Managing Partnercontrolsince 02/2005 · owns 75% or more
- A•••••• V•••••• · Chief Financial Officer And Chief Compliance Officersince 03/2024 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 10 to 9Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 11 to 8Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 10 to 9Mar 31, 2025 to Mar 31, 2026
- Employees · 17 to 12Mar 31, 2025 to Mar 31, 2026
- Private funds · 10 to 9Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.1B to $1.1BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.1B to $1.1BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.1B to $1.1BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 12 to 11Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 8 to 10Mar 28, 2024 to Mar 31, 2025
- Employees · 19 to 17Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 8 to 10Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.0B to $1.1BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.0B to $1.1BMar 28, 2024 to Mar 31, 2025
- RAUM · $1.0B to $1.1BMar 28, 2024 to Mar 31, 2025
- Advisory employees · 16 to 12Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 10 to 8Mar 31, 2023 to Mar 28, 2024
- Employees · 21 to 19Mar 31, 2023 to Mar 28, 2024
- Private funds · 10 to 8Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.2B to $1.0BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.2B to $1.0BMar 31, 2023 to Mar 28, 2024
- RAUM · $1.2B to $1.0BMar 31, 2023 to Mar 28, 2024
- Accounts · 9 to 10Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 11 to 16Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 9 to 10Mar 31, 2022 to Mar 31, 2023
- Employees · 18 to 21Mar 31, 2022 to Mar 31, 2023
- Private funds · 9 to 10Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.1B to $1.2BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.1B to $1.2BMar 31, 2022 to Mar 31, 2023
- RAUM · $1.1B to $1.2BMar 31, 2022 to Mar 31, 2023
- Employees · 16 to 18Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $855M to $1.1BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $855M to $1.1BMar 31, 2021 to Mar 31, 2022
- RAUM · $855M to $1.1BMar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $877M to $855MMar 29, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $877M to $855MMar 29, 2020 to Mar 31, 2021
- RAUM · $877M to $855MMar 29, 2020 to Mar 31, 2021
- Accounts · 10 to 9Mar 29, 2019 to Mar 29, 2020
- Advisory employees · 10 to 11Mar 29, 2019 to Mar 29, 2020
Signals
4 dated events
- Joseph Christopher Artinian (Managing Director) no longer on Schedule A of B•••••• I••••••••• A••••••• (listed 2023-03-31, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- B•••••• I••••••••• A••••••• reported RAUM $1.1B, up 29% from $855.0M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B•••••• I••••••••• A••••••• reported RAUM $857.6M, up 97% from $435.6M (2018-04-06 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- B•••••• I••••••••• A••••••• filed its initial SEC registration (Form ADV)Mar 17, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••••• I••••••••• A••••••• · Independent Sponsorsshared crd · capital_provider
- B•••••• I••••••••• A••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/thebeekmangroupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- THEB••••••GROUP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-502-3300reportedpublic record, Form ADV, May 15, 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