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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B• C•••••• E••••• A•••••••• L••
Latest filing Mar 10, 2026
First filing on the tape Jul 19, 2013 · 27 filings
SEC status approved since Jul 25, 2013
RAUM
$537M
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
9
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$537M as of Mar 10, 2026
Mar 31, 2014$72.5M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 10, 2026
Mar 31, 20140 then
Employees (5.A)9 as of Mar 10, 2026
Mar 31, 20145 then
Private funds6 as of Mar 10, 2026
Mar 31, 20141 then
RAUM +1.2% over the last fiscal year-5.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 10, 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
- $89.5MderivedRAUM 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
- +1.2%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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$537M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 6reported
- 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• H••••••• L•• | Private Equity Fund | $358M | 39 | Mar 28, 2024 |
| B• N•••••• G•• O••••••••• P••••••• I•• L• | Private Equity Fund | $318M | 70 | Mar 28, 2019 |
| B•••••••• H••••••• L•• | Private Equity Fund | $39.3M | 3 | Mar 28, 2024 |
| B• N•••••• G•• O••••••••• P•••••••• L••• | Private Equity Fund | $5.7M | 82 | Jul 19, 2013 |
Owners and control persons
Schedule A and B, latest filing
- M•••••••• J••••• A••• · Chief Compliance Officercontrolsince 06/2018 · owns less than 5%
- S•••••••• A••••••••• A• · Managing Partnercontrolsince 01/2013 · owns less than 5%
- W•••••• M••••••• J•• · Managing Partnercontrolsince 01/2013 · owns less than 5%
- S•••••••• A••••••••• A• · Membercontrolsince 05/2013 · owns 75% or more of S•• A••••••• L••
- W•••••• M••••••• J•• · Membercontrolsince 05/2013 · owns 75% or more of M• E••••• A••••••• H••••••• L••
Entity owners
- B• E••••• P•••••••• L•• · Memberdirect · owns 75% or more
- M• E••••• A••••••• H••••••• L•• · Memberindirect · owns 50% to 75% of B• E••••• P•••••••• L••
- S•• A••••••• L•• · Memberindirect · owns 50% to 75% of B• E••••• P•••••••• L••
Related persons
Schedule D 7.A
- B• N•••••• G•• P••••••• I•• L••pooled vehicle sponsorn
- B• N•••••• G•• P•••••••• L••pooled vehicle sponsorn
Advisers that list B• C•••••• E••••• A•••••••• L•• as a related person
- 115505 n
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 8 to 7May 7, 2025 to Mar 10, 2026
- Employees · 11 to 9May 7, 2025 to Mar 10, 2026
- Discretionary RAUM · $531M to $537MMay 7, 2025 to Mar 10, 2026
- Pooled vehicle RAUM · $531M to $537MMay 7, 2025 to Mar 10, 2026
- RAUM · $531M to $537MMay 7, 2025 to Mar 10, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 7, 2025
- Accounts · 4 to 6Aug 12, 2024 to Mar 28, 2025
- Pooled vehicle clients · 4 to 6Aug 12, 2024 to Mar 28, 2025
- Employees · 9 to 11Aug 12, 2024 to Mar 28, 2025
- Other offices · 1 to 0Aug 12, 2024 to Mar 28, 2025
- Private funds · 4 to 6Aug 12, 2024 to Mar 28, 2025
- Discretionary RAUM · $850M to $531MAug 12, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $850M to $531MAug 12, 2024 to Mar 28, 2025
- RAUM · $850M to $531MAug 12, 2024 to Mar 28, 2025
- Discretionary RAUM · $847M to $850MJun 3, 2024 to Aug 12, 2024
- Pooled vehicle RAUM · $847M to $850MJun 3, 2024 to Aug 12, 2024
- RAUM · $847M to $850MJun 3, 2024 to Aug 12, 2024
- Discretionary RAUM · $637M to $847MMar 28, 2024 to Jun 3, 2024
- Pooled vehicle RAUM · $637M to $847MMar 28, 2024 to Jun 3, 2024
- RAUM · $637M to $847MMar 28, 2024 to Jun 3, 2024
- Accounts · 2 to 4Mar 28, 2023 to Mar 28, 2024
- Advisory employees · 6 to 8Mar 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 2 to 4Mar 28, 2023 to Mar 28, 2024
- Private funds · 2 to 4Mar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $634M to $637MMar 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $634M to $637MMar 28, 2023 to Mar 28, 2024
- RAUM · $634M to $637MMar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $635M to $634MSep 28, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $635M to $634MSep 28, 2022 to Mar 28, 2023
- RAUM · $635M to $634MSep 28, 2022 to Mar 28, 2023
- Discretionary RAUM · $677M to $635MMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $677M to $635MMar 30, 2021 to Mar 31, 2022
- RAUM · $677M to $635MMar 30, 2021 to Mar 31, 2022
- Assets in custody · 346721497.0 to unsetMar 30, 2020 to Mar 30, 2021
- Custody of client assets · true to falseMar 30, 2020 to Mar 30, 2021
- Employees · 10 to 9Mar 30, 2020 to Mar 30, 2021
- Discretionary RAUM · $742M to $677MMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $742M to $677MMar 30, 2020 to Mar 30, 2021
- RAUM · $742M to $677MMar 30, 2020 to Mar 30, 2021
- Advisory employees · 5 to 6Mar 28, 2019 to Mar 30, 2020
Signals
5 dated events
- B• C•••••• E••••• A•••••••• L•• reported RAUM $530.7M, down 38% from $850.2M (2024-08-12 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- B• C•••••• E••••• A•••••••• L•• reported RAUM $847.4M, up 33% from $637.3M (2024-03-28 to 2024-06-03)Jun 3, 2024 · RAUM change · derived
- B• C•••••• E••••• A•••••••• L•• reported RAUM $742.3M, up 42% from $522.5M (2019-03-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- B• C•••••• E••••• A•••••••• L•• reported RAUM $522.5M, up 86% from $281.0M (2018-09-19 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- B• C•••••• E••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Jul 19, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B• C•••••• E••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B• C•••••• E••••• A•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- BPE•••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 214-265-1090reportedpublic record, Form ADV, Mar 10, 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