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•••••• M••••••••• L••

Former SEC-registered adviserBethesda, MarylandCRD 164338SEC 801-79386IAPD
Latest filing Mar 31, 2022
First filing on the tape Mar 12, 2014 · 24 filings
RAUM
$86.3M
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
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
$66.7M gross assets
History
24 filings and snapshots on the tape
RAUM$86.3M as of Mar 31, 2022
Mar 27, 2015$102M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2022
Mar 27, 20150 then
Employees (5.A)4 as of Mar 31, 2022
Mar 27, 20158 then
Private funds1 as of Mar 31, 2022
Mar 27, 20151 then
RAUM +0.0% over the last fiscal year-10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2022; 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
$21.6MderivedRAUM 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
+0.0%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 businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
Custody
$66.7M, 2 clientsreportedItem 9.A
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
  • Pooled investment vehicles$66.7M77%
  • Corporations and businesses$14.2M16%
  • Investment companies$5.3M6.2%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$66.7M for 2 clientsreported
Compensation
% of AUM, 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
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      B•• P••••••• F••• L•Hedge Fund$33.6M30Mar 12, 2014
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••••• E•••• F•••••• · Managing Membercontrol
        since 01/2009 · owns 10% to 25%
      • B•••••••• E•••• P•••••• · Managing Membercontrol
        since 02/2008 · owns 75% or more
      • S••••••••• A•••••• · Chief Compliance Officer/Director Of Financecontrol
        since 01/2011 · owns less than 5%
      Related persons
      Schedule D 7.A
      • B•• C•••••• I••••••••• L••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Assets in custody · $76.0M to $66.7M
        Oct 15, 2021 to Mar 31, 2022
      • Discretionary RAUM · $86.3M to $86.3M
        Oct 15, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $76.0M to $66.7M
        Oct 15, 2021 to Mar 31, 2022
      • RAUM · $86.3M to $86.3M
        Oct 15, 2021 to Mar 31, 2022
      • Advisory employees · 4 to 2
        Mar 31, 2021 to Oct 15, 2021
      • BD registered reps · 3 to 1
        Mar 31, 2021 to Oct 15, 2021
      • Employees · 6 to 4
        Mar 31, 2021 to Oct 15, 2021
      • Assets in custody · $70.0M to $76.0M
        Dec 8, 2020 to Mar 31, 2021
      • Discretionary RAUM · $80.3M to $86.3M
        Dec 8, 2020 to Mar 31, 2021
      • Pooled vehicle RAUM · $70.0M to $76.0M
        Dec 8, 2020 to Mar 31, 2021
      • RAUM · $80.3M to $86.3M
        Dec 8, 2020 to Mar 31, 2021
      • BD registered reps · 0 to 3
        Mar 31, 2020 to Nov 30, 2020
      • Assets in custody · $124M to $70.0M
        Mar 31, 2020 to Nov 30, 2020
      • Discretionary RAUM · $139M to $80.3M
        Mar 31, 2020 to Nov 30, 2020
      • Pooled vehicle RAUM · $124M to $70.0M
        Mar 31, 2020 to Nov 30, 2020
      • RAUM · $139M to $80.3M
        Mar 31, 2020 to Nov 30, 2020
      • Assets in custody · $118M to $124M
        Oct 4, 2019 to Mar 31, 2020
      • Employees · 7 to 6
        Oct 4, 2019 to Mar 31, 2020
      • Other offices · 1 to 0
        Oct 4, 2019 to Mar 31, 2020
      • Discretionary RAUM · $138M to $139M
        Oct 4, 2019 to Mar 31, 2020
      • Pooled vehicle RAUM · $118M to $124M
        Oct 4, 2019 to Mar 31, 2020
      • RAUM · $138M to $139M
        Oct 4, 2019 to Mar 31, 2020
      • Related adviser · true to false
        Oct 4, 2019 to Mar 31, 2020
      • Assets in custody · $92.1M to $118M
        Mar 31, 2019 to Oct 4, 2019
      • HQ city · ARLINGTON to BETHESDA
        Mar 31, 2019 to Oct 4, 2019
      • HQ state · VA to MD
        Mar 31, 2019 to Oct 4, 2019
      • Discretionary RAUM · $119M to $138M
        Mar 31, 2019 to Oct 4, 2019
      • Pooled vehicle RAUM · $92.1M to $118M
        Mar 31, 2019 to Oct 4, 2019
      • RAUM · $119M to $138M
        Mar 31, 2019 to Oct 4, 2019
      • Accounts · 8 to 4
        Aug 16, 2018 to Mar 31, 2019
      • Assets in custody · $105M to $92.1M
        Aug 16, 2018 to Mar 31, 2019
      • Employees · 9 to 7
        Aug 16, 2018 to Mar 31, 2019
      • Discretionary RAUM · $145M to $119M
        Aug 16, 2018 to Mar 31, 2019
      • Pooled vehicle RAUM · $105M to $92.1M
        Aug 16, 2018 to Mar 31, 2019
      • RAUM · $145M to $119M
        Aug 16, 2018 to Mar 31, 2019
      • Accounts · 9 to 8
        Mar 28, 2018 to Aug 16, 2018
      • Assets in custody · $121M to $105M
        Mar 28, 2018 to Aug 16, 2018
      • Discretionary RAUM · $171M to $145M
        Mar 28, 2018 to Aug 16, 2018
      • Pooled vehicle RAUM · $121M to $105M
        Mar 28, 2018 to Aug 16, 2018
      • RAUM · $171M to $145M
        Mar 28, 2018 to Aug 16, 2018
      Signals
      3 dated events
      • Pownall Thomas Billings (Managing Member) no longer on Schedule A of B••••••• C•••••• M••••••••• L•• (listed 2021-03-31, absent 2021-10-15)
        Oct 15, 2021 · Control person left · inference
      • Pownall Scott Billings (Managing Member) no longer on Schedule A of B••••••• C•••••• M••••••••• L•• (listed 2021-03-31, absent 2021-10-15)
        Oct 15, 2021 · Control person left · inference
      • B••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Mar 12, 2014 · 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•••••••CAP.COMreportedpublic record, Form ADV, Sep 19, 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
      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