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•••••• C•••••• M•••••••••
Legal name B•••••• C•••••• M••••••••• L••
Latest filing Jul 28, 2026
First filing on the tape Mar 28, 2014 · 29 filings
SEC status approved since Apr 7, 2014
RAUM
$2.4B
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
11
7 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
43
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$2.4B as of Jul 28, 2026
Apr 1, 2015$535M then
HNW client RAUM$224M as of Mar 27, 2019
Mar 12, 2018$256M then
State-registered IARs (5.B.3)0 as of Jul 28, 2026
Apr 1, 20150 then
Employees (5.A)11 as of Jul 28, 2026
Apr 1, 20159 then
Private funds43 as of Jul 28, 2026
Apr 1, 20154 then
RAUM +109% over the last fiscal year+68% a year over threeIARs 0 to 0offices 0 to 3
Practice profile
derived from the filing of Jul 28, 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
- $47.9MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +43%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 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)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 51reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
- J••• A• R•••• to D••• H••• A•••••••• I•••Jan 13, 2020 · Other
Joined, latest
- J••• A• R•••• from D••• H••• A•••••••• I•••Mar 6, 2018 · Other
Private funds
39 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- C•••••••• S••••• B• · Managing Director Of Alternative Investmentscontrolsince 01/2019 · owns less than 5%
- J••••••• K•••• E•••••• · Managing Director Of Financecontrolsince 04/2017 · owns less than 5%
- T•••••• A•••••• N• · Chief Compliance Officer And Director Of Operationscontrolsince 10/2022 · owns less than 5%
- Z•••••••• J•• R••••• · Founder / Chief Executive Officer - Managing Membercontrolsince 08/2005 · owns less than 5%
- Z•••••••• J•• R••••• · Ownercontrolsince 02/2017 · owns 75% or more of B•••••• C•••••• L••
Entity owners
- B•••••• C•••••• L•• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- B••••• F••• M••••••••• L••bankpooled vehicle sponsory
- B•••• I• S•• L••pooled vehicle sponsory
- B••••• G•• L••pooled vehicle sponsory
- B••••• S•• L••pooled vehicle sponsory
- B•••••• A••••••••• F••• M••••••••• L••bankpooled vehicle sponsory
- B•••••• C••• A••••••••• M••••••••• L••bankpooled vehicle sponsory
- B•••••• C••••• A••••••••• F••• M••••••••• L••bankpooled vehicle sponsory
- B•••••• G••••• A••••••••• M••••••••• L••bankpooled vehicle sponsory
- B•••••• G••••• M•••• F••• M••••••••• L••bankpooled vehicle sponsory
- B•••••• P•••••• I••••••••• M••••••••• L••pooled vehicle sponsory
- B•••••• R••• E••••• I••••••••• M••••••••• L••pooled vehicle sponsory
- B•••••• S••••• E••••••• M••••••••• H••••••• L••pooled vehicle sponsory
- B•••••• S••••• E••••••• M••••••••• L••pooled vehicle sponsory
- B•••• U•• L•••investment advisery
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom
- New York, NY
What changed
consecutive filings, newest first
- Accounts · 43 to 51Jul 18, 2025 to Dec 19, 2025
- Advisory employees · 4 to 7Jul 18, 2025 to Dec 19, 2025
- Pooled vehicle clients · 43 to 51Jul 18, 2025 to Dec 19, 2025
- Employees · 8 to 11Jul 18, 2025 to Dec 19, 2025
- Other offices · 2 to 3Jul 18, 2025 to Dec 19, 2025
- Private funds · 35 to 43Jul 18, 2025 to Dec 19, 2025
- Discretionary RAUM · $1.7B to $2.4BJul 18, 2025 to Dec 19, 2025
- Pooled vehicle RAUM · $1.7B to $2.4BJul 18, 2025 to Dec 19, 2025
- RAUM · $1.7B to $2.4BJul 18, 2025 to Dec 19, 2025
- Financial planning clients · unset to Dec 20, 2024 to Jul 18, 2025
- Accounts · 30 to 43Jul 25, 2024 to Dec 20, 2024
- Pooled vehicle clients · 30 to 43Jul 25, 2024 to Dec 20, 2024
- Other offices · 0 to 2Jul 25, 2024 to Dec 20, 2024
- Private funds · 24 to 35Jul 25, 2024 to Dec 20, 2024
- Discretionary RAUM · $1.2B to $1.7BJul 25, 2024 to Dec 20, 2024
- Pooled vehicle RAUM · $1.2B to $1.7BJul 25, 2024 to Dec 20, 2024
- RAUM · $1.2B to $1.7BJul 25, 2024 to Dec 20, 2024
- Related adviser · false to trueJul 25, 2024 to Dec 20, 2024
- Accounts · 26 to 30Jul 26, 2023 to Dec 18, 2023
- Pooled vehicle clients · 26 to 30Jul 26, 2023 to Dec 18, 2023
- Employees · 9 to 8Jul 26, 2023 to Dec 18, 2023
- Private funds · 21 to 24Jul 26, 2023 to Dec 18, 2023
- Discretionary RAUM · $1.1B to $1.2BJul 26, 2023 to Dec 18, 2023
- Pooled vehicle RAUM · $1.1B to $1.2BJul 26, 2023 to Dec 18, 2023
- RAUM · $1.1B to $1.2BJul 26, 2023 to Dec 18, 2023
- Related adviser · true to falseJul 26, 2023 to Dec 18, 2023
- Accounts · 18 to 26Nov 3, 2022 to Dec 15, 2022
- Advisory employees · 2 to 4Nov 3, 2022 to Dec 15, 2022
- Pooled vehicle clients · 18 to 26Nov 3, 2022 to Dec 15, 2022
- Employees · 6 to 9Nov 3, 2022 to Dec 15, 2022
- Private funds · 14 to 21Nov 3, 2022 to Dec 15, 2022
- Discretionary RAUM · $518M to $1.1BNov 3, 2022 to Dec 15, 2022
- Pooled vehicle RAUM · $518M to $1.1BNov 3, 2022 to Dec 15, 2022
- RAUM · $518M to $1.1BNov 3, 2022 to Dec 15, 2022
- Related adviser · false to trueNov 3, 2022 to Dec 15, 2022
- Charity clients · 1.0 to unsetNov 1, 2021 to Dec 21, 2021
- Corporate clients · 1.0 to unsetNov 1, 2021 to Dec 21, 2021
- Pooled vehicle clients · 16 to 18Nov 1, 2021 to Dec 21, 2021
- Private funds · 13 to 14Nov 1, 2021 to Dec 21, 2021
- Discretionary RAUM · $447M to $518MNov 1, 2021 to Dec 21, 2021
Signals
7 dated events
- B•••••• C•••••• M••••••••• reported RAUM $2.4B, up 45% from $1.7B (2025-07-18 to 2025-12-19)Dec 19, 2025 · RAUM change · derived
- B•••••• C•••••• M••••••••• reported RAUM $1.7B, up 43% from $1.2B (2024-07-25 to 2024-12-20)Dec 20, 2024 · RAUM change · derived
- B•••••• C•••••• M••••••••• reported RAUM $1.1B, up 110% from $517.7M (2022-11-03 to 2022-12-15)Dec 15, 2022 · RAUM change · derived
- B•••••• C•••••• M••••••••• reported RAUM $517.7M, down 27% from $709.5M (2021-11-01 to 2021-12-21)Dec 21, 2021 · RAUM change · derived
- Paul John Austin (Managing Director - Hedge Fund Strategies) no longer on Schedule A of B•••••• C•••••• M••••••••• (listed 2019-11-18, absent 2020-12-21)Dec 21, 2020 · Control person left · inference
- B Scott Crenshaw (Director - Investments) appeared on Schedule A of B•••••• C•••••• M•••••••••Dec 21, 2020 · Control person joined · fact
- B•••••• C•••••• M••••••••• filed its initial SEC registration (Form ADV)Mar 28, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••••• C•••••• M••••••••• · Independent Sponsorsshared crd · capital_provider
- B•••••• C•••••• M••••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-419-6130reportedpublic record, Form ADV, Jul 28, 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
Across the graphs
B•••••• C•••••• M••••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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